DDEVPLSTIKNSEDdev Plastiks Industries LimitedMediumNeutral
Announced Mon, 25 May · 20:21 IST

Ddev Plastiks Industries Limited has informed the Exchange about Investor Presentation

Mgmt Guided Margin ImprovementOrder Pipeline DisclosedAnalyst Day Multiyear TargetsInvestor Communications View source PDF

DDEVPLSTIK · price

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Price reaction · full curve 14 horizons · vs prior close
+2.6%1-day move
₹235.00
prior close
₹237.10
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+2.9+1.2-0.2+1.8+2.6+5.5+5.1+3.8+3.9+6.8+9.4+15.2+16.2
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AI summary

Ddev Plastiks filed its annual investor presentation showing FY26 revenue of Rs 2,948 crore (up 13% YoY), EBITDA of Rs 320 crore (up 12%), and PAT of Rs 202 crore (up 9%). The company navigated geopolitical headwinds from the Israel-Iran conflict that disrupted exports and caused raw material volatility. Installed capacity reached 2,68,400 MTPA after commissioning 48,000 MTPA of XLPE capacity in April 2026. Management provided FY27 guidance of ~13% revenue growth, 15% volume growth to 2,31,000 MT, and EBITDA margins of 11%. A new BESS (Battery Energy Storage Systems) business is being launched targeting 5 GW capacity by FY30, with Phase 1 of 1 GWh expected by Q3 FY27 at an investment of Rs 150-200 crore funded through internal accruals. The ₹5,000 crore compounding revenue target for FY30 remains on track.

Likely market impact

Strong execution in FY26 despite macro headwinds. Management maintained EBITDA margin guidance at 11% for FY27 while announcing a new high-growth vertical in BESS. Net debt-free status and disciplined capex provide financial flexibility for growth.