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Earnings Call Transcript

Mitsu Chem Plast Earnings Call Transcript: Key Takeaways

Mitsu Chem Plast reported strong Q1 FY27 results with significant profitability expansion, driven by operational efficiencies and improved product mix. The company is targeting INR 1,000 crores revenue by FY28.

Guidance and delivery
Management target Revenue FY28
Highlights
Revenue growth11.62% YoY growth for Q1 FY27.
MarginsEBITDA margin expanded to 16.29% from 5.87% YoY.
Demand visibilityStrong demand across all three verticals: containers, furniture, and others.
Management confidenceHigh; focusing on bottom-line improvement and multi-year revenue targets.

Growth

Total income grew 11.62% YoY to INR 9,532.78 lakhs; Net Profit surged 566.23% YoY to INR 873.83 lakhs.

Outlook

Adding 3,550 MTPA capacity; launching IBC project in Q3 FY27; targeting double-digit EBITDA margins sustainably.

Risks

Geopolitical situations affecting raw material prices; high reliance on local suppliers; seasonality in capacity utilization.

Last quarter's promises, checked

Delivered

  • Guided sustainable 10% EBITDA margin → delivered 16.29% (= BEAT)
  • Guided 30% revenue growth for FY27 → delivered 11.62% in Q1 (= PARTIAL)
  • Guided IBC project launch in Q2 → delivered commercial production by Q3 (= BEAT)

Partly delivered

  • Guided 20:80 furniture to packaging mix → delivered 19.8:80.2 mix (= PARTIAL)
Source

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

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Mitsu Chem Plast Ltd: key numbers

Share price
₹178.70
Market cap
₹242.6 Cr
Revenue (annual)
₹350.2 Cr
Net profit (annual)
₹15.62 Cr
P/E (TTM)
10.5×Sector 41.4×
Promoter holding
67.79%+0.02% 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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Mitsu Chem Plast Q1 FY27 Results: Net Profit ₹8.7 Cr, Up 569.2% YoY

Mitsu Chem Plast Ltd reported revenue from operations of ₹95.1 Cr (+11.5% YoY) and net profit of ₹8.7 Cr (+569.2% YoY) for Q1 FY27.

Key figure
Net profit ₹8.7 Cr · +569.2% YoY