DDEVPLSTIKNSEDdev Plastiks Industries LimitedMediumNeutral
Announced Fri, 25 Jul · 18:29 IST

Ddev Plastiks Industries Limited has informed the Exchange about Presentation

Analyst Day Multiyear TargetsMgmt Guided Margin ImprovementInvestor Communications View source PDF

DDEVPLSTIK · price

Loading chart…

▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

Ddev Plastiks filed its 4QFY25 earnings presentation shared at analyst/investor meetings held on 25 July 2025 with Ambit PMS, Samco, and Alfaccurate. FY25 revenue grew 7% YoY to ₹2,603 cr, EBITDA was ₹287 cr at 11% margin, and PAT was ₹185 cr (7% margin), with a record quarterly volume of 51K MT. The company highlighted its net debt-free status (Net Debt/Equity 0.0x), ROCE of 32%, CRISIL rating upgrade to A+/Stable, and NSE listing in January 2025. Management outlined a long-term vision of ₹5,000 cr revenue by FY30, plans to expand HFFR capacity to 20,000 MTPA and PE compound capacity by 25,000 MTPA by FY27, with a total capex outlay of ₹300 cr (₹55 cr spent in FY25, ₹110 cr planned for FY26). The company also flagged strong demand drivers from electrification, renewables, EVs, and data centers, supported by a ₹60,000 cr Indian transmission market opportunity.

Likely market impact

The presentation reinforces Ddev Plastiks' growth narrative with multi-year capacity expansion and revenue targets, while the net debt-free balance sheet and CRISIL rating upgrade support financial flexibility. For shareholders, the focus on value-added products (HFFR, XLPE) and planned capex of ₹300 cr signals confidence in sustained margin expansion toward the FY30 revenue goal of ₹5,000 cr.