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Earnings Call

Dhabriya Polywood Earnings Call: Key Takeaways

Dhabriya Polywood delivered record FY26 profitability with 12.5% revenue growth to ₹264cr and 67% PAT growth. Strategy focuses on high-margin product mix and ₹100cr capex for new verticals.

Why this was an Alfa AlertNot a filter event. Revenue growth of 12.5% missed the prior guided range of 20-25%.
Highlights
Revenue growth12.5% YoY in FY26; targeting 30% CAGR long-term.
MarginsEBITDA margin expanded to 20.6% from 16%; sustainable at 20%+.
Order book₹174cr: ₹84cr uPVC, ₹34cr modular, ₹56cr aluminum glazing.
Demand visibilityStrong visibility with record ₹174cr order book.
Management confidenceHigh, citing robust underlying demand and new product verticals.

Growth

FY26 Consolidated Revenue up 12.5% to ₹264cr; EBITDA up 45.6% to ₹54.6cr; PAT up 67.2% to ₹30.1cr.

Outlook

Targeting 30% CAGR revenue growth; ₹100cr capex through FY28 for WPC doors and aluminum glazing; ₹174cr order book.

Risks

Raw material price volatility (PVC resin); potential project execution delays from buyer side; competitive pressure in modular furniture.

Source

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

Read the document ↗

Dhabriya Polywood Ltd: key numbers

Share price
₹487.70
Market cap
₹527.9 Cr
Revenue (annual)
₹264.5 Cr
Net profit (annual)
₹30.14 Cr
P/E (TTM)
16.3×Sector 53.6×
Promoter holding
67.75%+0.00% QoQ
FII holding
1.51%Current quarter

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

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