DDev Plastiks Industries Ltd
DDev Plastiks Industries Ltd Q4 FY26 Results & Concall Highlights: Revenue, Margins & Order Book
Q4 FY26 earnings call: what management guided on revenue, margins and order book.
The short version
FY27 revenue growth targeted at 13% year-on-year, volume growth at 15% (Page 5, 14, 15). FY27 revenue growth is guided at 13% year-on-year with volume growth of 15%.
From DDev Plastiks Industries Ltd's Q4 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- FY27 revenue growth targeted at 13% year-on-year, volume growth at 15% (Page 5, 14, 15).
- Polymer compounding volume expected to grow 15% in FY28 over FY27 base of ~230,000 tons (Page 15).
- Capacity expected to ramp up gradually with capacity utilization increasing from 77% in FY26 to 73% in FY27, reflecting new capacity additions (Page 5, 15).
- BESS (Battery Energy Storage System) business planned to develop 5 GWh capacity phased, each gigawatt generating INR800-900 crores revenue; initial 1 GWh projected revenue INR200-250 crores in FY27, ramping to INR800-900 crores by FY28 (Pages 11, 14, 19).
- BESS EBITDA margins expected breakeven in FY27, rising to 10%+ in FY28 (Pages 10, 14).
- Overall targeted INR5,000 crores revenue from polymer compounding by 2030 with additional INR2,000-2,500 crores from BESS vertical (Page 5).
Profitability & Margins
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Capital Expenditure Plans
- Planned capex for FY27 is approximately INR175 crores focused on:
- - Expanding XLPE compounding capacity.
- - Diversification into Battery Energy Storage System (BESS) business.
- Total BESS investment phased over multiple years; around INR70+ crores allocated in FY27.
- BESS roadmap targets 5 gigawatt installed capacity by 2030, with each gigawatt expected to generate INR800-900 crores revenue.
- Initial BESS phase (1 gigawatt hour) requires working capital of INR200-250 crores, funded through existing limits.
- Further capacity expansion for BESS planned based on market dynamics and funding via banking and other channels.
- Capacity additions in polymer compounding (e.g., 48,000 tons in Bhiwadi) to be fully utilized over coming years.
- Emphasis on strategic investments to strengthen renewable energy offerings alongside core polymer compounding business.
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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 DDev Plastiks Industries Ltd said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
- The transcripts do not explicitly mention the current or expected order book or pending orders in specific numeric terms.
- However, Arihant Bothra notes that the company is receiving sufficient orders, with no lag in booking; demand is steady both from government and private sectors.
- Export order visibility is positive for Q1, with continued growth expected, particularly in the MENA region and parts of Europe.
- The company is confident of maintaining growth momentum despite geopolitical uncertainties.
- There are no annual or long-term fixed-price contracts; contracts are mostly short-term (up to 90 days), reducing backlog risks.
- The BESS segment is expected to generate INR200-250 crore revenue in FY27, indicating a ramp-up in orders there.
DDev Plastiks Industries Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest: revenue ₹766 Cr, net profit ₹55 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What DDev Plastiks Industries Ltd's management said in earlier quarters
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Frequently Asked Questions
What were DDev Plastiks Industries Ltd Q4 FY26 results?
FY27 revenue growth targeted at 13% year-on-year, volume growth at 15% (Page 5, 14, 15). FY27 revenue growth is guided at 13% year-on-year with volume growth of 15%.
What is DDev Plastiks Industries Ltd share price analysis?
DDev Plastiks Industries Ltd currently shows a neutral. The stock trades at a P/E of 13.4 with a market cap of ₹2,866 Cr. Investors should review the full earnings analysis for detailed insights.
Is DDev Plastiks Industries Ltd planning capital expenditure?
Planned capex for FY27 is approximately INR175 crores focused on: - Expanding XLPE compounding capacity.
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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.