Ddev Plastiks Industries Limited has informed the Exchange about Transcript
DDEVPLSTIK · price
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Ddev Plastiks Industries has submitted the transcript of its Q3 FY26 earnings call held on February 10, 2026. For Q3, the company posted revenue of ~Rs. 733 crores (11% YoY growth), EBITDA of Rs. 80 crores (11% margin), and PAT of ~Rs. 48 crores (7% margin). For 9M FY26, revenue grew 17% YoY to ~Rs. 2,182 crores, with EBITDA at Rs. 234 crores and PAT at ~Rs. 147 crores, at 81% capacity utilization. The company announced entry into battery energy storage systems (BESS) with a 5 GW Greenfield plant in Ahmedabad, requiring ~Rs. 150 crore Phase-1 CAPEX fully funded internally, targeting Rs. 800–900 crores revenue per GW and 25–30% ROCE with a 2–3 year payback. Capacity was expanded by 30,000 MTPA (5,000 HFFR + 25,000 PVC) taking total to 2,68,400 MTPA. Exports grew 33% YoY to ~Rs. 523 crores in 9M FY26, with Q3 exports at Rs. 196 crores (27% of revenue).
The disclosure gives investors a clear view of the new BESS growth vertical alongside the existing compounding business, with management reaffirming the Rs. 5,000 crore revenue target by FY30 and expecting to surpass its 10–12% FY26 CAGR guidance. The internally funded BESS expansion with 25–30% expected ROCE is a positive for long-term value creation, though the new venture's working capital intensity and execution risk warrant close monitoring.