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Earnings Call Transcript

Ddev Plastiks Industries Earnings Call Transcript: Key Takeaways

Ddev Plastiks reported strong Q1FY27 results with 29% revenue growth and EBITDA crossing INR 100 Cr for the first time. Strategy focuses on capacity expansion in XLPE and entry into Battery Energy Storage Systems (BESS).

Guidance and delivery
Management target Revenue 13.0% FY27
Highlights
Revenue growth29% YoY growth in Q1 FY27.
MarginsEBITDA margin target 10-12%; currently aided by export volatility premiums.
Order bookGenerally spot; visible up to August 2026.
Demand visibilityStrong domestic electrification and infrastructure cycle driving multi-decade demand.
Management confidenceHigh; confident in meeting 15% volume growth target despite slow Q1 start.

Growth

Revenue up 29% YoY; PAT at INR 64 Cr (up 22% YoY). EBITDA margins held at 10% despite headwinds.

Outlook

Guidance of 15% volume growth for FY27. Targeting INR 5,000 Cr revenue by FY30. Capex of INR 150-175 Cr planned.

Risks

Raw material price volatility (resin), geopolitical tensions in Middle East impacting freight, and logistics uncertainties.

Last quarter's promises, checked

Delivered

  • Guided FY26 Revenue +13% → delivered 13% (= BEAT)
  • Guided FY26 EBITDA Margin ~11% → delivered 11% (= BEAT)
  • Guided FY26 Capex ~INR 100 Cr → delivered INR 100 Cr (= BEAT)

Partly delivered

  • Guided BESS revenue INR 200 Cr for FY27 → Q1 results indicate ramp-up phase (= PARTIAL)

Missed

  • Guided FY26 Volume Growth ~10% → delivered 6% (= MISS)
Source

Earnings Call Transcript filed with BSE, NSE: DDEVPLSTIK. Summary written with AI assistance from the document.

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Ddev Plastiks Industries Ltd: key numbers

Share price
₹256.15
Market cap
₹2,651 Cr
Revenue (annual)
₹2,948 Cr
Net profit (annual)
₹201.8 Cr
P/E (TTM)
12.4×Sector 53.6×
Promoter holding
75.00%+0.00% QoQ
FII holding
1.47%Current quarter

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

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