| Revenue growth | FY23-FY26 CAGR driven by capacity expansion and new flexible line. |
|---|---|
| Margins | EBITDA margins expanded 300bps YoY to 13% via backward integration. |
| Demand visibility | Strong; Tier-1 clients like Reliance, Tata, Patanjali with 11-year average tenure. |
| Management confidence | High; 15+ years experience, successful debt reduction from IPO proceeds. |
Growth
Revenue grew from ₹229 Cr (FY23) to ₹365 Cr (FY26); PAT surged 9x to ₹27 Cr with EBITDA margin expanding ~700bps to 13%.
Outlook
Entry into ₹15,000 Cr food-grade RPET market (FY27). Flexible packaging ramping to full utilization by H2 FY27; solar capacity expansion underway.
Risks
Commodity price fluctuations (PET resin pass-through model), high competition in unorganised sector (55% market share), and capital-intensive asset-heavy nature.
Earnings Call filed with BSE, BSE: 544670. Summary written with AI assistance from the document.
Bai-Kakaji Polymers Ltd: key numbers
- Share price
- ₹297.35
- Market cap
- ₹636.5 Cr
- Revenue (annual)
- ₹364.7 Cr
- Net profit (annual)
- ₹26.98 Cr
- P/E (TTM)
- 23.6×Sector 53.6×
- Promoter holding
- 74.07%
- FII holding
- 2.42%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Bai-Kakaji Polymers Ltd
All →Bai-Kakaji Polymers Annual General Meeting
Bai-Kakaji Polymers Limited amended its Memorandum of Association to expand its business scope into the industrial machinery sector, as approved by shareholders at the 13th AGM.
Bai-Kakaji Polymers Earnings Call: Key Takeaways
Bai-Kakaji Polymers (BSE SME) achieved ₹365 Cr revenue and ₹27 Cr PAT in FY26. Strategy focuses on dual growth engines: rigid PET packaging and a ramping flexible films segment.
Bai-Kakaji Polymers H2 FY26 Results: Net Profit ₹14 Cr, Up 7.7% QoQ
Bai-Kakaji Polymers Ltd reported revenue from operations of ₹202.6 Cr and net profit of ₹14 Cr for H2 FY26.
- Key figure
- Net profit ₹14 Cr