Rajshree Polypack Limited has informed the Exchange about Transcript
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Rajshree Polypack has refiled the corrected transcript of its Q1 FY26 earnings call held on August 13, 2025, after fixing technical errors in the earlier version. In the call, management reported Q1 FY26 revenue of ₹82.52 Cr (up 4.85% YoY), EBITDA of ₹12.08 Cr (margin at 14.64%, slightly down from 14.72%), and PAT of ₹4.10 Cr. Exports grew 45% YoY to ₹13.40 Cr, and the Injection Moulding segment surged 106% to ₹12.86 Cr. The company guided for full-year FY26 revenue of ₹360 Cr, EBITDA margin of 15–15.5%, and PAT margin of 5–5.5%. New Unit III in Daman has commenced production, with additional thermoforming, extrusion, and injection moulding capacities coming onstream. Management also noted short-term US tariff risk on ₹9–10 Cr of US export revenue and flagged that Olive Ecopak break-even may slip by one quarter to Q3 or Q4 FY26.
The guidance for margin improvement (14.64% to 15–15.5% EBITDA) and continued revenue growth (targeting ₹360 Cr) is positive, but the Olive Ecopak break-even delay and US tariff overhang on exports introduce near-term uncertainty. Debt reduction plan (~₹15 Cr over 4–5 quarters) with a 12–15 month capex pause signals a focus on balance sheet consolidation, which should reassure investors.