BSEMitsu Chem Plast LtdMediumNeutral
Announced Thu, 7 Aug · 21:11 IST

Investor Presentation for Quarter ended June 30, 2025

Analyst Day Multiyear TargetsInvestor Communications View source PDF

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Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

Mitsu Chem Plast, a plastic blow and injection molding company, filed its Q1 FY26 investor presentation. Quarterly revenue rose to ₹85.28 Cr from ₹80.13 Cr in Q1 FY25, a 6.4% YoY increase, while EBITDA grew to ₹5.01 Cr from ₹4.81 Cr; however, EBITDA margin slipped to 5.87% from 6.00%. Net profit improved to ₹1.31 Cr (margin 1.54%) from ₹1.09 Cr, with EPS at ₹0.97 vs ₹0.81. The company has set an ambitious multi-year target of ₹1,000 Cr revenue by FY28 (roughly 3x FY24 levels of ₹312 Cr), driven by four pillars including its 'Furnastra' healthcare furniture brand, expanded packaging products, operational excellence, and data-driven marketing. Export revenues reportedly surged 144% in FY25. Long-term borrowings have already come down to ₹11.43 Cr in FY25 from ₹31.96 Cr in FY21, and the company outlined ESG targets including 5% reductions in carbon, energy, and water intensity.

Likely market impact

Shareholders should note steady but modest top-line growth with continued margin pressure (EBITDA margin declined from ~13% in FY21 to ~7% in FY25). The ₹1,000 Cr FY28 revenue target and Furnastra brand expansion offer a long-term growth story, but execution and margin recovery remain key things to watch.