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Polyplex Corporation Ltd

Q1 FY27Industrial Products

Polyplex Corporation Q1 FY27 earnings call: Revenue & Margins

Q1 FY27 investor presentation: what the company reported on revenue, margins and projects.

Price₹1,086
Market cap₹3.4K Cr
P/E21.8
Updated25 Sept 2026
Read5 min read

Based on Polyplex Corporation Ltd's Q1 FY27 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

Q1 FY 26-27 Performance (Page 10 & 9): - Sales Volume (All Films): 91,417 MT; YoY growth: 1% - Sales Revenue: INR 2,250 Crores ($238 million); YoY growth: 4% - Normalized EBITDA: INR 362 Crores ($38 million); YoY growth: 30% - No explicit revenue or volume guidance figures are provided for the upcoming quarter. - Outlook Commentary (Page 58): - Incremental volumes expected from continued ramp-up of the U.S. Q1 FY 26-27 Figures: - Normalized EBITDA: $38 million (INR 362 crores), up 30% YoY - Operating margin (Normalized EBITDA margin): 16% - Profit After Tax (PAT) before minority: INR 171 crores ($18 million), up 182% YoY - Sales Revenue: INR 2,250 crores ($238 million), up 4% YoY - Margin Outlook: - The presentation notes a gradual improvement in margins supported by incremental volumes from U.S.

From Polyplex Corporation Ltd's Q1 FY27 earnings-call transcript · updated 25 Sept 2026.

Revenue & Sales Performance

  • Q1 FY 26-27 Performance (Page 10 & 9):
  • Sales Volume (All Films): 91,417 MT; YoY growth: 1%
  • Sales Revenue: INR 2,250 Crores ($238 million); YoY growth: 4%
  • Normalized EBITDA: INR 362 Crores ($38 million); YoY growth: 30%
  • No explicit revenue or volume guidance figures are provided for the upcoming quarter.
  • Outlook Commentary (Page 58):
  • Incremental volumes expected from continued ramp-up of the U.S. facility and portfolio expansion.
  • Gradual margin improvement anticipated.
  • The company is confident in its resilient model to navigate market volatility and capitalize on opportunities.

2 more points management made on revenue & sales performance

Profitability & Margins

See what Polyplex Corporation Ltd said on profitability & margins — free account, 30 seconds.

Capital Expenditure Plans

  • New BOPET Film Line in India: Capital cost USD 56 million, likely start-up Q4 FY 26-27.
  • Metallizers project in India: Capital cost USD 7 million, likely start-up Q4 FY 26-27.
  • Coater project in Turkey: Capital cost USD 10 million, likely start-up Q2 FY 26-27.
  • Total investment under implementation: USD 74 million.
  • Ongoing capex for line upgrades to enable optimal utilization of assets.
  • Focus on near-shore and on-shore manufacturing strategy to optimize delivered cost.
  • Capacity additions expected predominantly in China with global capacity CAGR of 7.1% and 4.0% excluding China (timelines 2019-2030).

2 more points management made on capital expenditure plans

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Ranked on what management guided this quarter

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Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.

Fundraising & Capital Structure

See what Polyplex Corporation Ltd said on fundraising & capital structure — free account, 30 seconds.

Order Book & Pipeline

The presentation reports the following regarding order book, order inflow, or pending orders: - There is a "surge in opportunistic order inflow and line booking" mentioned under "Navigating the Middle East Crisis" (Page 56), driven by sharp increases in end-product prices amid geopolitical uncertainties. - In Q1 FY 26-27, demand was aided by "precautionary and opportunistic buying" (Page 9), reflecting increased order activity during the quarter. - No explicit quantitative details on total order book size, pending orders, or exact order backlog figures are provided in the presentation. Thus, the presentation highlights increased opportunistic order inflows and demand but does not specify the size of the order book or pending orders.

Polyplex Corporation Ltd — Quarterly revenue & net profit

Revenue Net profit Net loss
Dec 2024
Mar 2025
Jun 2025
Sep 2025
Dec 2025
Mar 2026

Reported quarterly figures (₹ Cr). Latest: revenue ₹1.9K Cr, net profit ₹38 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.

Full financials →

What Polyplex Corporation Ltd's management said in earlier quarters

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Frequently Asked Questions

What were Polyplex Corporation Ltd Q1 FY27 results?

Q1 FY 26-27 Performance (Page 10 & 9): - Sales Volume (All Films): 91,417 MT; YoY growth: 1% - Sales Revenue: INR 2,250 Crores ($238 million); YoY growth: 4% - Normalized EBITDA: INR 362 Crores ($38 million); YoY growth: 30% - No explicit revenue or volume guidance figures are provided for the upcoming quarter. - Outlook Commentary (Page 58): - Incremental volumes expected from continued ramp-up of the U.S. Q1 FY 26-27 Figures: - Normalized EBITDA: $38 million (INR 362 crores), up 30% YoY - Operating margin (Normalized EBITDA margin): 16% - Profit After Tax (PAT) before minority: INR 171 crores ($18 million), up 182% YoY - Sales Revenue: INR 2,250 crores ($238 million), up 4% YoY - Margin Outlook: - The presentation notes a gradual improvement in margins supported by incremental volumes from U.S.

What is Polyplex Corporation Ltd share price analysis?

Polyplex Corporation Ltd currently shows a neutral. The stock trades at a P/E of 21.8 with a market cap of ₹3,388 Cr. Investors should review the full earnings analysis for detailed insights.

Is Polyplex Corporation Ltd planning capital expenditure?

New BOPET Film Line in India: Capital cost USD 56 million, likely start-up Q4 FY 26-27.

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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.