PLATINDNSEPlatinum Industries LimitedMediumNeutral
Announced Fri, 13 Feb · 14:03 IST

Platinum Industries Limited has informed the Exchange regarding 'Investor Presentation'.

Analyst Day Multiyear TargetsPromoter Disclosed Acquisition PlansInvestor Communications View source PDF

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Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

Platinum Industries filed its Q3 & 9MFY26 investor presentation. Standalone Q3 revenue grew 30.8% YoY to ₹1,026.2 mn, EBITDA rose 22% to ₹162.5 mn, and PAT grew 18.4% to ₹129.3 mn. Consolidated Q3 revenue was ₹1,046.7 mn (+12% YoY) with PAT of ₹123.3 mn (+7% YoY). For 9MFY26, standalone revenue reached ₹3,023.8 mn (+24.6% YoY). Management guided for revenue growth exceeding 40% in FY27 and a 35% CAGR from FY26–FY29, driven by a new 60,000 MTPA Egypt facility (operational Q3FY27, ~₹70 Cr capex), ramp-up of the Palghar unit, and new product launches. The company also outlined inorganic expansion plans targeting acquisitions in Europe, the US, and MENA, with revenue potential of ~₹300 Cr from Egypt over 3 years.

Likely market impact

Strong topline growth and clear multi-year expansion roadmap (Egypt facility, acquisitions) are positive for the long-term growth story, though EBITDA margins have compressed YoY (15.8% vs 17.0% standalone). Investors should watch Egypt commissioning timelines and execution of inorganic deals for upside, while margin recovery remains a key monitorable.