BSEDhabriya Polywood LtdMediumNeutral
Announced Tue, 11 Nov · 16:15 IST

Please find Investor Presentation for Q2H1 FY26 for dissemination to general public & 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 filed its earnings presentation for Q2 and H1 FY26 (ended September 30, 2025). Q2 revenue grew 15.4% YoY to Rs. 6,699.1 lacs, with EBITDA up 48.9% to Rs. 1,366.4 lacs and PAT up 82% to Rs. 761.2 lacs. EBITDA margin expanded by 460 basis points YoY to 20.4% and PAT margin rose to 11.4% from 7.2%. For H1 FY26, revenue rose 10.6% to Rs. 12,908.2 lacs, EBITDA jumped 41.3% to Rs. 2,602.0 lacs (margin 20.2%, up 440 bps), and PAT grew 60.3% to Rs. 1,415.2 lacs. ROCE stands at 20.4% and ROE at 19.8% for FY25, reflecting strong capital efficiency. Trade receivables rose sharply to Rs. 3,656.4 lacs (from Rs. 2,824.4 lacs at March 2025), suggesting some working capital stretch despite operational strength.

Likely market impact

Strong revenue growth combined with sharp margin expansion signals improving profitability and operating leverage, which is positive for shareholders. Investors should watch the rising receivables and current borrowings, which may pressure working capital despite the otherwise healthy earnings momentum.