BSEGlen Industries LtdMediumNeutral
Announced Fri, 29 May · 12:09 IST

Please find attached presentation on the Audited Financial results (Consolidated and Standalone) for the half year and financial year ended March 31, 2026.

Mgmt Guided Margin ImprovementOrder Pipeline DisclosedInvestor Communications View source PDF

Price

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Price reaction · full curve 14 horizons · vs prior close
-8.3%1-day move
₹74.10
prior close
₹66.91
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+0.0+0.0+1.6+1.6-8.3-12.7-10.9-9.7-8.0-3.3-4.9-2.6
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AI summary

Glen Industries reported FY26 total income of ₹20,515.86 Lakhs, up 19.9% from ₹17,117.71 Lakhs in FY25, driven by strong demand for sustainable food packaging. However, profitability declined with PAT at ₹1,650.25 Lakhs (vs ₹1,822.31 Lakhs in FY25) and EBITDA at ₹3,906.75 Lakhs (vs ₹4,086.01 Lakhs), as raw material costs rose significantly to ₹11,928.74 Lakhs. The company manufactures thin wall containers (73.37% of revenue), PLA straws, and paper straws from its 90,000 sq. ft. facility in West Bengal, serving 40+ international customers across 30+ countries. Management announced plans to invest ₹10,049 Lakhs to expand thin wall container capacity from 7,986 to 21,095 MT/year and enter paper cups with 7,696 MT capacity. The company listed on BSE in July 2025 and maintains a net worth of ₹13,961.04 Lakhs.

Likely market impact

Despite strong revenue growth, declining margins signal cost pressure that could concern investors. The ₹10,049 Lakhs capital investment in capacity expansion and new product lines (paper cups) represents a significant bet on future growth but may pressure near-term cash flows and increase debt levels, which already rose to ₹12,072.81 Lakhs in total borrowings.