Shaily Engineering Plastics Limited has informed the Exchange about Transcript
SHAILY · price
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Shaily Engineering Plastics reported FY25 consolidated revenue of INR786.8 crores, up 22% YoY, with EBITDA of INR178.4 crores (45% growth) and EBITDA margin expanding 350 bps to 22.7%. PAT grew 63% to INR93.1 crores, with ROCE at 24.4% and debt-to-equity at 0.4x. The Healthcare/Pharma segment led growth at 53% to INR164.7 crores, driven by IP-led pen platforms. Management guided to 30-35 million pen sales in FY26 (~70% growth), with 70% from IP-led platforms. The company plans INR150 crores capex in Pharma to add 40-50 million pen capacity over 18-20 months, with overall capex of INR180-185 crores. Management expressed confidence in margin improvement year-on-year for FY26 and visibility on volume commitments for 3-5 years from key customers.
Strong FY25 results with significant margin expansion and robust Pharma segment growth signal a positive trajectory. The capacity expansion backed by firm customer commitments and the development of next-generation pen devices for innovator pharma companies provide a strong growth runway. Management's confidence in further margin improvement and 70% pen volume growth should be supportive of the stock, though they declined to provide overall company revenue guidance for FY26.