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Investor Presentation

Duroply Industries Investor Presentation: Key Takeaways

Duroply enters its 70th year reporting Q1 FY27 revenue of ₹99.61 Cr, up 6.5% YoY, despite West Asia conflict headwinds and supply-chain pressures.

Highlights
Revenue growth6.49% YoY
MarginsEBITDA margin at 4.84% (down YoY from 5.76% but up QoQ).
Demand visibilityStrong; supported by ₹12.2 lakh Cr Union Budget infrastructure capex.
Management confidenceHigh; citing 70-year legacy and resilience against external headwinds.

Growth

Revenue grew 6.49% YoY to ₹996.14 Mn; however, PAT declined 60.7% YoY to ₹6.08 Mn due to higher depreciation and operating costs.

Outlook

Focused on premium wood panels and digital transformation via SAP. Market benefiting from mandatory BIS certification and infrastructure tailwinds.

Risks

Ongoing West Asia conflict impacting costs and supply chains; significant QoQ PAT decline from ₹15.48 Mn to ₹6.08 Mn.

Last quarter's promises, checked

Delivered

  • Guided double-digit Q1 growth → delivered 10.3% (= BEAT)
  • Guided ROCE 9-12% for FY26 → delivered double digits (= BEAT)
  • Guided debtor days reduction → reduced by 3 days (= BEAT)

Partly delivered

  • Guided asset-light model shift → contract manufacturing grew 9.62% vs own 3.68% (= PARTIAL)

Missed

  • Guided EBITDA margin 6.5-7% for FY26 → delivered 4.84% (= MISS)
Source

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

Read the document ↗

Duroply Industries Ltd: key numbers

Share price
₹104.17
Market cap
₹102.7 Cr
Revenue (annual)
₹402.7 Cr
Net profit (annual)
₹2.94 Cr
P/E (TTM)
51.5×Sector 44.4×
Promoter holding
50.22%+0.00% QoQ
FII holding
0.00%Current quarter

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

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