Please find enclosed transcript of the Earnings Webinar held on Monday, 25th May, 2026 post declaration of Audited Financial Results for the quarter and financial year ended 31st March, 2026.
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Duroply Industries reported Q4 FY26 revenue of Rs 111.6 crores (5% YoY growth) and full-year revenue of Rs 402.6 crores (8.3% growth). Annual EBITDA improved significantly to Rs 22.4 crores, up 25.3% from Rs 17.9 crores last year. Working capital improved notably with debtor days reduced to 42 (from 47), inventory days to 146 (from 169), and payable days to 72 (from 117). Management guided for 10-12% volumetric growth over the next 2 years and expects EBITDA margin to keep improving. The company faces near-term inflationary pressures from elevated petrochemical costs (40% imported from Gulf), dollar depreciation, and rising labor costs, with market showing resistance to further price hikes. Management cited geopolitical tensions as the key challenge affecting raw material costs.
The company demonstrated improved profitability and working capital management. Management's margin improvement guidance and multi-year growth targets are positive signals, but rising input costs and market resistance to price increases could pressure near-term performance.