BSEGlen Industries LtdMediumNeutral
Announced Mon, 10 Nov · 14:08 IST

Please find attached presentation on the Unaudited Financial Results (Consolidated and Standalone) for the half year ended September 30, 2025

Mgmt Guided Margin ImprovementInvestor Communications View source PDF

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Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

Glen Industries shared its H1 FY26 (ended Sept 30, 2025) investor presentation alongside its unaudited results. Consolidated revenue grew about 13.6% year-on-year to ₹9,555.80 lakhs, with EBITDA rising roughly 10% to ₹2,018.92 lakhs. Profit after tax slipped marginally to ₹830.54 lakhs (vs ₹850.23 lakhs) as interest costs jumped to ₹482.43 lakhs from ₹350.14 lakhs. The company outlined a ₹10,049 lakh capex plan to set up new manufacturing lines, including a brand-new 7,696 MT paper cup facility and significant expansion of food container capacity to 21,095 MT per year. Glen continues to derive about two-thirds of revenue from domestic markets and exports to 30+ countries, with EBITDA margins having expanded sharply from 11.62% in FY23 to 23.60% in FY25.

Likely market impact

Modest top-line growth and slight bottom-line softness due to higher interest outgo may temper near-term excitement, but the aggressive capacity expansion signals confidence in future demand. Shareholders should watch execution of the ₹100+ crore capex and whether margin momentum can be sustained despite rising finance costs.