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Earnings Call

Rajshree Polypack Earnings Call: Key Takeaways

Rajshree Polypack FY26 revenue stood at ₹332.18cr with 15.34% EBITDA margin. Strategy shifted towards high-margin products and expanding injection moulding capacity to 5,800 MTPA.

Highlights
Revenue growthFY26 growth 0.74%; Exports grew 30.1% YoY.
MarginsEBITDA margins improved from 14.04% to 15.34% due to product mix.
Demand visibilityStrong traction in international markets; recovery in domestic Q4 revenues.
Management confidenceConfident in sustaining growth momentum and achieving FY27 targets.

Growth

FY26 Revenue up 0.74% YoY; EBITDA up 10.1% to ₹50.97cr; PAT up 19.1% to ₹17.22cr.

Outlook

FY27 revenue guidance of ₹370-380cr with 15% EBITDA margin. Targeting ₹420-430cr revenue by FY28.

Risks

Geopolitical disruptions (Middle East war) impacting raw material prices and Q4 export revenues.

Last quarter's promises, checked

Delivered

  • Guided 14.38% EBITDA margin → delivered 15.34% (= BEAT)
  • Guided Olive Ecopak EBITDA positive → delivered EBITDA positive (= BEAT)
  • Guided domestic volume recovery in Q4 → delivered Q4 recovery (= BEAT)

Partly delivered

  • Guided ₹10-15cr debt reduction → delivered partial reduction (= PARTIAL)

Missed

  • Guided ₹360-370cr FY26 revenue (implied) → delivered ₹332.18cr (= MISS)
Source

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

Read the document ↗

Rajshree Polypack Ltd: key numbers

Share price
₹19.00
Market cap
₹141.1 Cr
Revenue (annual)
₹332.2 Cr
Net profit (annual)
₹17.25 Cr
P/E (TTM)
6.9×Sector 41.4×
Promoter holding
44.22%+0.25% 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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