Investor Presentation
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Kaka Industries, a manufacturer of PVC profiles (54% of revenue), WPC profiles (28%), and uPVC products (5%), reported strong FY26 results with net sales of Rs 2,632.3 million (up 33% YoY), EBITDA of Rs 354 million (up 36% YoY), and PAT of Rs 187.7 million (up 46% YoY). The company achieved 22% sales CAGR and 38-39% EBITDA/PAT CAGR over FY22-26. H2 FY26 showed sequential improvement with PAT growing 12% QoQ and 56% YoY. The Lasundra fully integrated manufacturing facility became operational from April 2024. Management guided on three priorities for FY27: supply chain strengthening, product innovation in higher-margin segments, and EBITDA margin improvement. A 7.5 MW captive solar plant in Kheda District is now operational from mid-June 2026, expected to save Rs 45 lakhs per month in power costs.
The company demonstrated consistent margin improvement (EBITDA margin expanded from 8.3% in FY22 to 13.4% in FY26) with clear cost-saving initiatives like solar power. The growing PAT at 46% YoY and management's explicit focus on margin expansion signals positive momentum for shareholders. However, debt increased significantly to Rs 467.6 million, which warrants monitoring.