XPROINDIANSEXpro India Limited· PackagingMediumNeutral
Announced Wed, 27 May · 17:07 IST

Xpro India Limited has informed the Exchange about Transcript

Order Pipeline DisclosedMgmt Evaded Key QuestionInvestor Communications View source PDF

XPROINDIA · 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
-4.0%1-day move
₹1160.00
prior close
₹1172.80
base price
After-mkt
timing
5m10m15m30m1D2D3D4D5D7D15D1M2M3M
-1.4-1.9-1.8+0.4-4.0+0.3+1.3+3.0+1.0+2.5+17.2+18.1
Up moveDown movePending
AI summary

Xpro India reported FY26 revenue of INR 505.5 crores (down 5.6% YoY) with PBT at INR 41 crores (vs INR 58 crores). The new dielectric film line at Barjora was commissioned on March 27, 2026, and is targeting at least 50% utilization in FY27. Sales from the new line have already started. The UAE subsidiary in Ras Al Khaimah is on track for trial production by August-September 2026 with commercial operations expected in Q3. Biax division contributes ~29% of revenue (~INR 140-142 crores) while coex contributed ~71%. Dielectric film prices have increased to INR 550+ per kg due to rising polymer costs from West Asia geopolitical issues. Management did not provide margin or volume guidance, citing competitive reasons. A leadership transition is planned with Girish Behal becoming Managing Director from January 2027.

Likely market impact

The new capacity at Barjora positions Xpro for volume and export growth, but near-term profitability remains impacted by competitive pricing, raw material cost volatility, and forex losses. Investors should monitor the ramp-up of the new line and raw material cost pass-through.