Bai-Kakaji Polymers Ltd
Bai-Kakaji Polymers Ltd Q4 FY26 Results & Presentation Highlights: Revenue ₹364.69 Cr, PAT ₹26.98 Cr
Q4 FY26 investor presentation: what the company reported on revenue, margins and projects.
Based on Bai-Kakaji Polymers Ltd's Q4 FY26 investor presentation. The company has not published an earnings-call transcript for this quarter, so figures here are what the presentation reports, not management guidance.
The short version
Q4/FY26 Revenue from Operations: ₹364.69 Crore vs ₹325.37 Crore in FY25, a +12.1% year-on-year increase (Page 5). Quarterly Financials (FY26 Q2) compared to FY25 Q2: - EBITDA: ₹48.78 Cr, up 43.9% YoY (from ₹33.90 Cr) - EBITDA Margin: 13.4%, up 300 bps YoY (from 10.4%) - PAT: ₹26.98 Cr, up 48.5% YoY (from ₹18.17 Cr) - PAT Margin: 7.4%, up 180 bps YoY (from 5.6%) - Margin Outlook: - The presentation highlights a focus on maintaining healthy profit margins through scale benefits, operational efficiencies, and product diversification (Page 18).
From Bai-Kakaji Polymers Ltd's Q4 FY26 earnings-call transcript · updated 25 Sept 2026.
Revenue & Sales Performance
- Q4/FY26 Revenue from Operations: ₹364.69 Crore vs ₹325.37 Crore in FY25, a +12.1% year-on-year increase (Page 5).
- 4-year Revenue trajectory: ₹365 Crore in FY26 vs ₹273 Crore in FY23, a +34% growth over three years (Page 5).
- Capacity utilization across facilities high: PET Preforms at ~90% for 22,600 MTPA capacity; Caps & Closures capacity ~500 Crore units per annum at 84% utilization (Page 12).
- No explicit volume figures stated for the quarter.
2 more points management made on revenue & sales performance
Profitability & Margins
See what Bai-Kakaji Polymers Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- Flexible Packaging Expansion via Mundada Polymer Private Limited
- Products: Barrier/non-barrier films, laminates, pouches (food & non-food)
- Facility capabilities: 7-Layer Blown Film, CI Flexo Printing, Solvent-less Lamination, Slitting, Pouching
- Capacity: 8,460 MTPA
- Investment: ~₹63.4 Crore
- Rigid Packaging Expansion (Bai-Kakaji Polymers)
- PET Preforms capacity: 22,600 MTPA (high utilization ~90%)
- Caps & Closures capacity: ~500 Crore units per annum (utilization ~84%)
- New investments: Proposed SACMI Machine, Husky Machine, Mould & Ancillary Equipment
- Investment: ~₹34.7 Crore
- Growth Phases
- Phase 1: Strengthened balance sheet (completed)
- Phase 2: IPO raised ₹105 Crore; funds used for ₹64 Crore debt repayment, solar power plant (3.1 MW), manufacturing expansion
- Phase 3: Capacity expansion and new investments (ongoing/planned)
- Timelines
2 more points management made on capital expenditure plans
Top-ranked in Consumer Durables
Ranked on what management guided this quarter
Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.
Fundraising & Capital Structure
See what Bai-Kakaji Polymers Ltd said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
2 more points management made on order book & pipeline
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Frequently Asked Questions
What were Bai-Kakaji Polymers Ltd Q4 FY26 results?
Q4/FY26 Revenue from Operations: ₹364.69 Crore vs ₹325.37 Crore in FY25, a +12.1% year-on-year increase (Page 5). Quarterly Financials (FY26 Q2) compared to FY25 Q2: - EBITDA: ₹48.78 Cr, up 43.9% YoY (from ₹33.90 Cr) - EBITDA Margin: 13.4%, up 300 bps YoY (from 10.4%) - PAT: ₹26.98 Cr, up 48.5% YoY (from ₹18.17 Cr) - PAT Margin: 7.4%, up 180 bps YoY (from 5.6%) - Margin Outlook: - The presentation highlights a focus on maintaining healthy profit margins through scale benefits, operational efficiencies, and product diversification (Page 18).
What is Bai-Kakaji Polymers Ltd share price analysis?
Bai-Kakaji Polymers Ltd currently shows a neutral. The stock trades at a P/E of 29.3 with a market cap of ₹642 Cr. Investors should review the full earnings analysis for detailed insights.
Is Bai-Kakaji Polymers Ltd planning capital expenditure?
Flexible Packaging Expansion via Mundada Polymer Private Limited - Products: Barrier/non-barrier films, laminates, pouches (food & non-food) - Facility capabilities: 7-Layer Blown Film, CI F
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This analysis is AI-generated based on publicly available earnings data and the company's investor presentation. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.