OK Play India Ltd Q4 FY25 Results & Concall Highlights: Revenue, Margins & Order Book

Published 19 Jul 2026 | Consumer Durables | Market Cap: ₹138 Cr

Toys segment shows strong growth with a 40% increase quarter-on-quarter in Q4 FY25; aiming for Rs. Toys business is a key growth engine, showing 40% Q4 growth and expected to reach Rs.

From OK Play India Ltd's Q4 FY25 earnings-call transcript · updated 23 Aug 2026.

Price

3.48

Market Cap

₹138 Cr

P/E Ratio

33.6

Revenue Rank

Rank 2

Margin Rank

Rank 3

How does OK Play India Ltd rank in Consumer Durables?

Compare OK Play India Ltd against every Consumer Durables company this quarter on revenue, margins and earnings-call signals.

Revenue: Rank 2Margin: Rank 3
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OK Play India Ltd — Quarterly revenue & net profit

Revenue Net Profit
Sep 2024
Dec 2024
Mar 2025
Jun 2025
Sep 2025
Dec 2025

Reported quarterly figures (₹ Cr). Latest: revenue ₹52 Cr, net profit ₹2 Cr.

Full financials →

📊 Revenue & Sales Performance

Rank 2
  • Toys segment shows strong growth with a 40% increase quarter-on-quarter in Q4 FY25; aiming for Rs. 200 crore revenue from toys by FY26.
  • Phase 1 toys capacity at Rs. 15 crore per month, with current run rate reaching Rs. 9-10 crore; optimization expected soon.
  • Phase 2 Capex (~Rs. 100 crore) planned for H2 FY26 to introduce injection molded and battery-operated toys targeting export markets; will add new product range, not increase existing capacity.
  • Export opportunities significant due to US tariffs (145% on China vs. 10% on India), aimed at capturing global market share.
  • Automotive segment currently declining but expected recovery and diversification into non-automotive segments from FY26 onwards.
  • Air filtration business commercial launch expected in current year with pan-India reach.
  • Ongoing efforts to reduce debt, capital infusion expected through equity and selective debt financing for expansions.

See what OK Play India Ltd said on profitability & margins — free account, 30 seconds.

🏗️ Capital Expenditure Plans

Yes
  • Recently completed Phase 1 Capex in toys segment involved Rs. 50-60 crore investment, setting up capacity of ~Rs. 15 crore/month (rotational and blow molded toys).
  • Phase 2 Capex planned with ~Rs. 100 crore investment, focused primarily on export market and new toy categories like injection molded toys and battery-operated ride-ons.
  • Phase 2 plant location being finalized with Invest India, targeting break ground in second half of FY ’26, construction expected to take 6-10 months.
  • Plans to fund Phase 2 primarily through equity, with possible limited debt; management avoids heavy debt on balance sheet.
  • Toy business expansion to leverage tariff advantages against Chinese imports (US imposes 145% tariff on China vs. 10% on India).
  • Air filtration business: commercial launch expected soon, powered by exclusive 10-year licensing agreement with MANN+HUMMEL for manufacturing and distribution of air purifiers in India.

See what OK Play India Ltd said on fundraising & capital structure — free account, 30 seconds.

📋 Order Book & Pipeline

Yes
  • The company is in active discussions with leading players in India and abroad, including major clients like Amazon, Firstcry, and Escorts, securing strong contracts.
  • The toys business showed strong momentum with a 40% growth quarter-on-quarter in Q4 FY’25.
  • Phase 1 capacity in toys runs at Rs. 15 crore per month potential, with current utilization around Rs. 9-10 crore per month.
  • Phase 2 Capex (~Rs. 100 crore) planned to expand export-focused product range, expected to complete in H2 FY ‘26 within 6-10 months.
  • Export market opportunity is significant, especially due to US tariffs on China (145% tariff) vs. 10% on India, creating a large vacuum to fill.
  • The company anticipates ramping up export orders significantly once Phase 2 is operational to target Rs. 1,000 crore business.
  • Automotive segment has some order momentum from new clients like Escorts; diversification beyond commercial vehicles is underway.

Key Metrics

Revenue

Rank 2

Margin

Rank 3

Capex

Yes

Fundraise

Yes

Order Book

Yes

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Frequently Asked Questions

What were OK Play India Ltd Q4 FY25 results?

Toys segment shows strong growth with a 40% increase quarter-on-quarter in Q4 FY25; aiming for Rs. Toys business is a key growth engine, showing 40% Q4 growth and expected to reach Rs.

What is OK Play India Ltd share price analysis?

OK Play India Ltd currently shows a moderate growth signal based on ranking data. The stock trades at a P/E of 33.6 with a market cap of ₹138 Cr. Investors should review the full earnings analysis for detailed insights.

Is OK Play India Ltd planning capital expenditure?

Recently completed Phase 1 Capex in toys segment involved Rs.

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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.