GLEN Industries Ltd Q4 FY26 Results & Concall Highlights: Revenue, Margins & Order Book
Published 15 Jun 2026 | Industrial Products | Market Cap: ₹266 Cr
The company targets reaching a turnover of INR 500 crores by FY28 with an EBITDA of approximately INR 90 crores. Glen Industries targets INR500 crores turnover with INR90-95 crores EBITDA by FY28, reflecting substantial growth from FY26 levels (INR205.16 crores revenue, INR38.50 crores EBITDA).
From GLEN Industries Ltd's Q4 FY26 earnings-call transcript · updated 23 Aug 2026.
Price
₹122
Market Cap
₹266 Cr
P/E Ratio
16.1
Revenue Rank
Margin Rank
How does GLEN Industries Ltd rank in Industrial Products?
Compare GLEN Industries Ltd against every Industrial Products company this quarter on revenue, margins and earnings-call signals.
📊 Revenue & Sales Performance
Rank 3- →The company targets reaching a turnover of INR 500 crores by FY28 with an EBITDA of approximately INR 90 crores.
- →Incremental revenue from added capacity (especially injection molding machines increased from 20 to 29) is expected to contribute around INR 100 to 125 crores in FY27.
- →New projects including increased plastic food container capacity (tripling existing capacity) and paper-based packaging (including paper cups) are projected to generate an additional INR 300 crores in sales.
- →Current turnover guidance is based on stable prices prior to the war, with caution on pricing volatility impacting revenue.
- →Export volumes are expected to remain stable; revenue fluctuations primarily due to raw material price changes, not quantity decline.
- →The company plans further expansions and diversification post stabilization of the current capital projects, indicating long-term growth potential.
📈 Profitability & Margins
Rank 3- →Glen Industries targets INR500 crores turnover with INR90-95 crores EBITDA by FY28, reflecting substantial growth from FY26 levels (INR205.16 crores revenue, INR38.50 crores EBITDA).
- →Sustainable EBITDA margin guidance is maintained between 18% to 19% over the next 2-3 years.
- →New capacity additions (food containers, paper cups) expected to contribute INR100-125 crores revenue in FY27 and up to INR300 crores incrementally post full stabilization.
- →Capex for expansion ranges between INR130-135 crores, funded entirely from internal resources without external borrowing.
- →Price increases due to raw material instability currently boost turnover (~INR2 crores monthly impact), but projections are based on pre-war stable prices for conservatism.
- →Management cautious on price volatility impacting margins but expects absolute EBITDA to remain stable despite raw material cost fluctuations.
- →Focus is on capacity stabilization before further diversification or new product introduction.
🏗️ Capital Expenditure Plans
Yes- →Glen Industries has ongoing capex for capacity expansion, increasing project cost from INR100 crores to around INR130-133 crores due to currency fluctuations, expanded scope including more machinery (injection molding machines from 20 to 29) and larger factory area for better operations.
- →The incremental eight injection molding machines are expected to add about INR15 crores annually to revenue.
- →No additional external funding planned; entire capex will be funded through internal accruals.
- →Management is focused on stabilizing current expansions, including paper cup manufacturing, before pursuing new product categories or further diversification.
- →The company has acquired extra land parcels for future expansions but currently mortgaged; intends to release upon capitalization of new projects.
- →Target turnover for FY28 post-expansion is INR500+ crores with an EBITDA of INR90+ crores.
💰 Fundraising & Capital Structure
Yes- →No current plans for additional debt or equity funding.
- →The company will fund the increased capex of around INR130-133 crores entirely through internal resources and internal accruals.
- →There is no reliance on external funding for ongoing projects.
- →An existing land parcel is still mortgaged to banks but is intended to be released once the new facility is capitalized.
- →Management expressed no intention of raising funds externally in the near term.
📋 Order Book & Pipeline
No informationKey Metrics
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Capex
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Frequently Asked Questions
What were GLEN Industries Ltd Q4 FY26 results?
The company targets reaching a turnover of INR 500 crores by FY28 with an EBITDA of approximately INR 90 crores. Glen Industries targets INR500 crores turnover with INR90-95 crores EBITDA by FY28, reflecting substantial growth from FY26 levels (INR205.16 crores revenue, INR38.50 crores EBITDA).
What is GLEN Industries Ltd share price analysis?
GLEN Industries Ltd currently shows a below-average growth signal. The stock trades at a P/E of 16.1 with a market cap of ₹266 Cr. Investors should review the full earnings analysis for detailed insights.
Is GLEN Industries Ltd planning capital expenditure?
Glen Industries has ongoing capex for capacity expansion, increasing project cost from INR100 crores to around INR130-133 crores due to currency fluctuations, expanded scope including more machinery (injection molding machines from 20 to 29) and larger factory area for better operations.
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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.