BSEDhabriya Polywood LtdMediumNeutral
Announced Fri, 25 Jul · 19:21 IST

Please find Investor Presentation for Q1 FY26 for dissemination to general public and investors.

Mgmt Guided Margin ImprovementInvestor Communications View source PDF

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Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

Dhabriya Polywood reported Q1 FY26 revenue of Rs 6,209.1 lacs, up 5.8% YoY from Rs 5,869.5 lacs. EBITDA jumped 33.7% to Rs 1,235.6 lacs with margin expanding 420 bps to 19.9%, driven by better gross margin (50.8% vs 49.3%) and lower other expenses. PAT grew 40.7% to Rs 654.0 lacs (margin 10.5%, up 260 bps), and EPS rose to Rs 6.04 from Rs 4.29. Sequentially, revenue dipped 2.2% QoQ but EBITDA still grew 20.8% with margin expansion of 380 bps. Historical track record shows consistent growth — revenue moved from Rs 17,117 lacs (FY23) to Rs 23,511 lacs (FY25), with ROCE and ROE improving to 20.4% and 19.8% respectively in FY25.

Likely market impact

Strong margin expansion and double-digit profit growth signal improving operational efficiency and cost discipline, which is positive for shareholders. The QoQ revenue softness may need watching, but overall the quarter reflects healthy business momentum and strengthening returns on capital.