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Earnings Call Transcript

Time Technoplast Earnings Call Transcript: Key Takeaways

Time Technoplast delivered strong Q1 FY27 results with 25% revenue growth, shifting toward high-margin composite products. Management remains overly optimistic about sustained 15%+ volume growth despite volatile polymer input costs.

Guidance and delivery
Management target Revenue 15.0% FY27
Highlights
Revenue growth25% YoY growth to ₹1,694 Cr; volume up 11%.
MarginsEBITDA margins steady at 13.3%; PAT margin improving.
Order book₹185 Cr in composite products; ₹400 Cr in packaging orders.
Demand visibilityStrong visibility in composite cylinders and industrial packaging.
Management confidenceHigh, focused on aggressive expansion into composite segments.

Growth

Revenue grew 25% YoY to ₹1,694 Cr, driven by value-added segments like IBC and composite cylinders.

Outlook

Projecting ₹250 Cr capex for FY27 to support 15% volume growth and 24% ROCE by FY29.

Risks

Persistent polymer price volatility and geopolitical conflicts impacting export logistics and raw material costs.

Source

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

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Time Technoplast Ltd: key numbers

Share price
₹181.22
Market cap
₹8,946 Cr
Revenue (annual)
₹6,105 Cr
Net profit (annual)
₹468.7 Cr
P/E (TTM)
18.3×Sector 53.6×
Promoter holding
47.56%+0.00% QoQ
FII holding
8.54%Current quarter

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

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19:27 IST BSE
Promoter Selling (Off-Market)

Time Technoplast Promoter Selling (Off-Market): ₹2.25 Cr

Promoter Vishwalaxmi Trading and Finance Private Limited sold 4.5 lakh shares in an off-market transaction valued at Rs. 2.25 Crore to a designated person.

Value
₹2.25 Cr
Promoter stake change
-0.09%
19:13 IST BSE
Employee Stock Options

Time Technoplast Employee Stock Options

Time Technoplast Ltd granted 17,55,000 stock options to eligible employees under its ESOP 2017 plan at an exercise price of ₹151 per option.

19:47 IST BSE
Board Meeting Date

Time Technoplast Board Meeting Date

Time Technoplast Ltd will hold a board meeting on September 29, 2026, to discuss the proposed merger scheme of its subsidiary, TPL Plastech Limited.

19:18 IST BSE
Annual General Meeting

Time Technoplast Annual General Meeting

The Chairman's speech at the 36th AGM highlights record FY26 financial performance, robust growth in core segments, and strategic focus on sustainable, high-margin products.

19:12 IST BSE
Production Started

Time Technoplast Production Started

Time Technoplast announced the commencement of commercial production at its new greenfield facility in Bhilad, Gujarat, effective September 25, 2026, for its packaging products division.

19:08 IST NSE
Production Started

Time Technoplast Production Started

Time Technoplast has completed its greenfield manufacturing plant at Bhilad, Gujarat. Commercial production at the facility is scheduled to commence on September 25, 2026.

Value
₹24.00 Cr
annual production capacity
6000.0 tonnes