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Investor Presentation

Dhabriya Polywood Investor Presentation: Key Takeaways

Dhabriya Polywood reported highest-ever quarterly EBITDA and PAT for Q1 FY27, driven by premiumisation and operating efficiencies.

Highlights
Revenue growth10.0% YoY
MarginsEBITDA margin expanded 317 bps to 23.1%; PAT margin 13.0%.
Order book₹200+ crore in project business as of today.
Demand visibilityStrong; order book at all-time high of ₹200+ crore.
Management confidenceHigh; citing strongest foundation for the year.

Growth

Revenue grew 10.0% YoY to ₹68.3 Cr; PAT increased 35.4% YoY to ₹8.9 Cr.

Outlook

Order book at record ₹200+ Cr. Plans increased capex for capacity expansion and new product categories.

Risks

Seasonal lightness of Q1 noted, though performance remained strong despite this characteristic.

Last quarter's promises, checked

Delivered

  • EBITDA margin 20%+ → delivered 23.1% (= BEAT)
  • Launch WPC doors in Q2 FY27 → commercializing in Q2 FY27 (= BEAT)
  • Aluminum/facade rev contribution ₹40-50 Cr → order book ₹56 Cr (= BEAT)

Partly delivered

  • WPC/Panel rev contribution ₹15 Cr → WPC commercializing Q2 (= PARTIAL)

Missed

  • Revenue growth 30% CAGR → delivered 10.0% YoY (= MISS)
Source

Investor Presentation 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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