DDEVPLSTIKNSEDdev Plastiks Industries LimitedMediumNeutral
Announced Thu, 28 May · 18:29 IST

Ddev Plastiks Industries Limited has informed the Exchange about Transcript

Mgmt Guided Margin ImprovementAnalyst Day Multiyear TargetsInvestor Communications View source PDF

DDEVPLSTIK · price

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

Price reaction · full curve 14 horizons · vs prior close
+2.5%1-day move
₹241.00
prior close
₹240.00
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AI summary

Ddev Plastiks reported FY26 revenue growth of 13% YoY with exports up 30%, while PAT grew 9% to INR202 crores. EBITDA margins stood at 11%. The company achieved volume of 201,370 metric tons with 77% capacity utilization. For FY27, management guided for 231,000 metric tons volume (73% utilization), 13% revenue growth, and maintained EBITDA margins at approximately 11%. Total installed capacity will exceed 315,000 tons per annum after the XLPE expansion. The company also announced its strategic entry into Battery Energy Storage Systems (BESS), targeting 5 GW capacity in phases with INR800-900 crores revenue per GW, expecting INR200-250 crores revenue in FY27 (breakeven) and INR800-900 crores in FY28 at 10%+ margins. FY27 capex is planned at INR175 crores including INR70+ crores for BESS.

Likely market impact

The company maintained margin guidance at 11% for FY27, signaling no near-term operating leverage despite volume growth. The BESS diversification represents a significant new growth vector but will be margin-dilutive initially. The geopolitical situation affecting raw material costs has stabilized from April, supporting margin sustainability.