GREENPANELNSEGreenpanel Industries LimitedMediumNeutral
Announced Fri, 22 May · 11:30 IST

Greenpanel Industries Limited has informed the Exchange about Transcript

Mgmt Guided Margin PressureMgmt Evaded Key QuestionInvestor Communications View source PDF

GREENPANEL · price

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Price reaction · full curve 14 horizons · vs prior close
+10.1%1-day move
₹181.00
prior close
₹190.00
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AI summary

Greenpanel reported Q4 FY26 revenues of INR 391 crore (+15.5% YoY) and full year revenues of INR 1502 crore (+7.8% YoY). MDF domestic volumes grew 29.5% YoY in Q4 with full year growth at 12.9%. Operational EBITDA for the full year was INR 132.7 crore (8.8% of revenues), though reported EBITDA was INR 94.2 crore (6.3%) due to INR 49 crore adverse FX impact on Euro borrowings and new plant stabilization costs. The company took a 15% price hike to offset 40-45% chemical cost inflation, but admitted the full increase may not stick due to competitive discounting. Management declined to provide specific FY27 guidance citing geopolitical uncertainty from the Middle East conflict affecting exports and chemical costs. The company operated at 60% capacity utilization in Q4, leaving room for organic volume growth without new capex.

Likely market impact

Negative PAT of INR 29.1 crore for FY26 and refusal to give margin guidance signals near-term earnings pressure. The 15% price hike and intent to maintain/improve margins face headwinds from competitive discounting and volatile chemical costs, making FY27 outlook uncertain.