Q1 FY27 call: new plant by Sept, INR250-300 cr revenue expected
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Q1 FY27 call transcript: New laminate plant commercial production from September 1, expected INR250-300 crore revenue in FY27 with 25-30% capacity use. Management guides sustained 19-20%+ EBITDA margins from efficiency and utilization, no inventory gain. Q1 EBITDA margin crossed 21%, above prior 20% ceiling. Aica (40% stake) held first board meeting. Major capex announcement deferred to next quarter, likely wood panel adjacencies like plywood, MDF, particle boards, focused on domestic market. Domestic restructuring underway, results expected from Q3 FY27. US tariff stays at 10%. Exports strong in Europe, APAC, Middle East.
Plant commissioning and domestic turnaround remain key swing factors; sustained 20%+ EBITDA margin guidance is a positive for shareholders.