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Earnings Call Transcript

Rajshree Polypack Earnings Call Transcript: Key Takeaways

Rajshree Polypack achieved record Q1 revenue but faces gross margin compression due to raw material volatility. Management is pivoting towards higher-capacity injection molding and geographic expansion to counteract export headwinds.

Guidance and delivery
Management target Revenue 60.0% FY28
Highlights
Revenue growth24.72% YoY growth, hitting record quarterly revenue of 102.91Cr.
MarginsEBITDA margins improved YoY; gross margins pressured by raw material spikes.
Demand visibilityStrong domestic recovery; high demand in dairy and QSR segments.
Management confidenceBalanced; bullish on domestic growth but cautious on export volatility.

Growth

Revenue grew 24.7% YoY; PAT rose 76.8% via better product mix and operational efficiencies.

Outlook

Targeting 420-430Cr revenue for FY27 and 140-150Cr from the Olive JV in FY28.

Risks

Raw material price spikes and geopolitical uncertainty impacting export volumes in injection molding.

Source

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

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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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