Rajshree Polypack Limited has informed the Exchange about Transcript
RPPL · price
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Awaiting price reaction for this filing.
Rajshree Polypack crossed the ₹300 crore revenue milestone in FY25 with ₹329.74 crores (up 20.17% YoY), EBITDA margins improving to 14.04% (from 13.38%), and PAT rising to ₹14.46 crores from ₹9.19 crores. Q4 FY25 was strong with revenue at ₹90.05 crores (up 29.82% YoY, 23.87% QoQ), EBITDA at ₹12.32 crores (up 31.61% YoY), and PAT up 78.8% YoY, while exports hit a record 21.71% of quarterly revenue. The Olive Ecopak JV showed sharp improvement, with Q4 EBITDA loss narrowing to ₹1.14 crores from ₹6.28 crores in Q3, and management targets Olive revenue of ~₹90 crores in FY26 (break-even), ₹150 crores in FY27, and ₹210-220 crores at full scale. For FY26 standalone, management guided revenue of ₹365-370 crores at ~15% EBITDA margins and PAT of ₹19-20 crores, while also flagging a 1.5-2 year focus on debt reduction, a 12-15 month deferral of the Odisha expansion, and dividend resumption in FY26.
The strong print, explicit margin and revenue guidance, and visible Olive turnaround are positives for the stock. However, the deliberate pause on capacity expansion and capex to prioritise debt reduction and profitability may limit near-term re-rating despite improving earnings visibility.