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Investor Presentation

All Time Plastics Investor Presentation: Key Takeaways

All Time Plastics reported Q1FY27 revenue of Rs. 161 Cr with 65% capacity utilization. Strategy focuses on B2B white-label global expansion and entering engineered bamboo products.

Guidance and delivery
Management target Revenue 32.5% FY27
Highlights
Revenue growth11% QoQ sequential growth.
MarginsMargins expected to trend back to historical levels after price pass-through.
Order bookResilient underlying order book; US business gaining momentum.
Demand visibilityStrong order book; customer forecasts remain firm.
Management confidenceOptimistic on fundamental strength and order book resilience.

Growth

Revenue grew 11% QoQ and 2% YoY; PAT up 28.8% QoQ to Rs. 12 Cr.

Outlook

Targeting 75% capacity utilization for FY27; adding 1,500 tons capacity in Q4; domestic growth target 30-35%.

Risks

Volatility in polymer prices due to West Asia crisis and global container non-availability impacting logistics.

Last quarter's promises, checked

Delivered

  • Targeted March '26 expansion at Khatalwada → Completed (= BEAT)
  • Targeted 39,000 MT capacity by March '26 → Achieved 39,000 MT (= BEAT)
  • Improvement in NWC days from 74 → Delivered 57 days (= BEAT)

Partly delivered

  • Targeting 70-75% annual utilization → Delivered 65% Q1 (on track for FY27 = PARTIAL)
  • Historical EBITDA margins (18-19%) → Delivered 14.8% (recovery expected in H2 = PARTIAL)

Missed

  • Planned 8,000 MT expansion for Manekpur → Delivered 6,000 MT (= MISS)
Source

Investor Presentation filed with BSE, NSE: ALLTIME. Summary written with AI assistance from the document.

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All Time Plastics Ltd: key numbers

Share price
₹201.01
Market cap
₹1,317 Cr
Revenue (annual)
₹610.5 Cr
Net profit (annual)
₹35.41 Cr
P/E (TTM)
38.4×Sector 45.9×
Promoter holding
70.15%+0.00% QoQ
FII holding
2.98%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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