All Time Plastic Q2 FY26 Results & Concall Highlights: Revenue, Margins & Order Book
Published 26 Aug 2026 | Consumer Durables | Market Cap: ₹1.3K Cr
Q3 and Q4 of FY ‘26 expected to show improvement with sufficient orders in hand for execution. Q3 and Q4 of FY '26 look promising with strong order inflows, indicating revenue, EBITDA, and PAT are expected to improve, though precise guidance is not yet provided.
From All Time Plastic's Q2 FY26 earnings-call transcript · updated 26 Aug 2026.
Price
₹205
Market Cap
₹1.3K Cr
P/E Ratio
34.9
How does All Time Plastic rank in Consumer Durables?
Compare All Time Plastic against every Consumer Durables company this quarter on revenue, margins and earnings-call signals.
All Time Plastic — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest: revenue ₹146 Cr, net profit ₹9 Cr.
Full financials →📊 Revenue & Sales Performance
- →Q3 and Q4 of FY ‘26 expected to show improvement with sufficient orders in hand for execution.
- →Capacity expected to reach 46,500 metric tons by end of FY ‘26, with further 6,000 tons planned for FY ‘27, totaling 52,500 metric tons.
- →Ramp-up to optimum capacity utilization anticipated within 6-12 months post-installation, aiming for full utilization by Q4 FY ‘27.
- →Bamboo business projected as a significant growth area, potentially matching current core business volumes in 3-5 years, with better margins.
- →Domestic market share targeted to grow from current ~17% to 25% over next few years, supported by expansion like IKEA's growing footprint.
- →B2C segment aiming to grow from 17% to 25% of the mix, contributing to better margins.
- →Geographical diversification planned, targeting US market growth from current 9-10% to 15-20%, and revival of Middle East and other markets.
📈 Profitability & Margins
- →Q3 and Q4 of FY '26 look promising with strong order inflows, indicating revenue, EBITDA, and PAT are expected to improve, though precise guidance is not yet provided.
- →EBITDA margins, currently around 10%, are targeted to return to historical levels of 18%-19% by FY '28, coinciding with optimal utilization of new capacity.
- →Capacity ramp-up expected to reach 46,500 MT by end FY '26 and 52,500 MT by FY '27, with 70% utilization at current plants; full ramp-up may take 6-12 months per capacity addition.
- →Bamboo business presents a sizable future revenue opportunity, potentially matching current business volumes within 3-5 years, likely with better margins.
- →Expansion in B2C segment from 17% to a target of 25% mix contributing positively to margins.
- →US market exposure expected to grow from current ~9-10% to 15-20%, adding to revenue diversification and growth.
- →Operational efficiencies from new electric machines and product innovations expected to enhance margins and profitability.
🏗️ Capital Expenditure Plans
- →Expansion of factory building and administrative block expected to complete by December end/January first week.
- →Capacity increased to 37,000 metric tons as of September end, with new machines installed to add further capacity.
- →Planned capacity ramp-up to 46,500 metric tons by FY ‘26 and an additional 6,000 metric tons by FY ‘27, totaling 52,500 metric tons.
- →Investment in electric automatic injection moulding machines to enhance productivity and efficiency.
- →Developing bamboo product line with integration of plastic and silicone to diversify portfolio and tap into a large emerging market.
- →Working on capacity debottlenecking at Khattalwada plant to handle large market orders, especially in the USA.
- →Focus on expanding product mix, adding silicone and blow-moulding capabilities.
- →Developing new product designs in bamboo and other innovative materials to increase future revenue and margins.
💰 Fundraising & Capital Structure
- →No explicit mention of any current or future fundraising through debt or equity in the provided transcript.
- →The company has utilized IPO funds primarily to repay 95% of debt, bringing the debt-equity ratio down to 0.2.
- →Remaining debt repayment is expected to be completed in Q3 of the current financial year.
- →Capacity expansion plans are funded internally, with no indication of additional fundraising needs mentioned.
- →Focus appears on operational ramp-up and execution rather than raising fresh capital as of now.
📋 Order Book & Pipeline
- →The company has a healthy order book with enough projects to execute in Q3 and Q4 of FY ‘26, indicating good visibility for the second half of the fiscal year.
- →Specific order wins include new customers from the USA and Australia via the JV, with the Australian market presenting a large opportunity.
- →There is a strategic focus on long-term orders but the company may also take short-term orders if the customer's vision is aligned.
- →The company is actively working to diversify its customer base and geographies, including reviving Middle East markets.
- →Secured trial orders for bamboo products from a large customer, currently served from a pilot plant, moving towards commercial scale.
- →The company has backed orders from US clients, with ongoing engagement expected to generate more business, particularly if tariff relaxations occur.
Key Metrics
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Frequently Asked Questions
What were All Time Plastic Q2 FY26 results?
Q3 and Q4 of FY ‘26 expected to show improvement with sufficient orders in hand for execution. Q3 and Q4 of FY '26 look promising with strong order inflows, indicating revenue, EBITDA, and PAT are expected to improve, though precise guidance is not yet provided.
What is All Time Plastic share price analysis?
All Time Plastic currently shows a neutral. The stock trades at a P/E of 34.9 with a market cap of ₹1,330 Cr. Investors should review the full earnings analysis for detailed insights.
Is All Time Plastic planning capital expenditure?
Expansion of factory building and administrative block expected to complete by December end/January first week.
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This analysis is AI-generated based on publicly available earnings data and concall transcripts. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.