GREENPLYNSEGreenply Industries Limited· ConstructionMediumNeutral
Announced Mon, 4 May · 18:38 IST

Greenply Industries Limited has informed the Exchange about Transcript

Mgmt Guided Margin ImprovementInvestor Communications View source PDF

GREENPLY · price

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Price reaction · full curve 14 horizons · vs prior close
-0.8%1-day move
₹265.20
prior close
₹266.00
base price
After-mkt
timing
5m10m15m30m1D2D3D4D5D7D15D1M2M3M
-1.0-1.1-1.3-1.1-0.8+0.7+2.6+0.3-2.7-2.4-3.4+9.1+20.0
Up moveDown movePending
AI summary

Greenply Industries reported its highest ever quarterly revenue of INR776.2 crores in Q4 FY26, up 19.6% YoY. Consolidated EBITDA margin expanded to 12% from 10.5% YoY, driven by operating leverage in both segments. MDF segment delivered exceptional performance with 39.6% value growth and 17% EBITDA margin. Management guided for sustained margin levels (Q4 levels as new baseline), targeting 10% volume growth in plywood and 25-30% in MDF for FY27. The company announced a significant leadership transition as CEO Manoj Tulsian resigned to focus on personal commitments. New capex includes INR425 crores for MDF facility (INR300 crores in FY27), INR130 crores for Odisha plywood plant, and INR45-50 crores for technology upgrades. Net debt stood at INR461 crores with debt-to-equity at 0.52.

Likely market impact

Strong Q4 performance with margin expansion demonstrates operational leverage benefits from volume growth. Management transition and new technology adoption in plywood could be key catalysts. Higher capex spend may temporarily push debt-to-equity to 0.7-0.72 before deleveraging, but sustained margin guidance should support shareholder returns.