PLATINDNSEPlatinum Industries LimitedMediumNeutral
Announced Wed, 13 May · 13:32 IST

Platinum Industries Limited has informed the Exchange about Investor Presentation

Analyst Day Multiyear TargetsMgmt Guided Margin PressureInvestor Communications View source PDF

PLATIND · price

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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve 14 horizons · vs prior close
-4.1%1-day move
₹248.50
prior close
₹238.67
base price
In-mkt
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AI summary

Platinum Industries, India's third-largest PVC additives player with ~13% market share, reported strong Q4FY26 standalone revenue of ₹1,320 Mn (up 60% YoY) and PAT of ₹160 Mn (up 152% YoY). Full-year FY26 standalone revenue grew 34% to ₹4,344 Mn with PAT of ₹535 Mn (up 10%). The company highlighted two major capacity expansions: Egypt greenfield facility (60,000 TPA, ₹68 crore capex) targeted for December 2026, and new Palghar plant (60,000 TPA) which commenced operations in August 2026. Gross margins declined from 32.8% to 29.7% while EBITDA margins fell from 16.9% to 13.9%, reflecting the impact of new capacity ramp-up. Exports currently constitute ~15% of revenue, with plans to expand via Egypt's QIZ and FTA advantages.

Likely market impact

Strong Q4 growth demonstrates robust demand for PVC/CPVC additives, but margin compression warrants monitoring as new facilities ramp up. The Egypt facility targeting Q3 FY27 completion with projected revenue of ~₹300 crore over 3 years could significantly boost margins and international reach, benefiting long-term shareholders.