Polyplex Corporation Ltd
Polyplex Corporation Q2 FY26 investor presentation: Revenue & Margins
Q2 FY26 investor presentation: what the company reported on revenue, margins and projects.
Based on Polyplex Corporation Ltd's Q2 FY26 investor presentation. The company has not published an earnings-call transcript for this quarter, so figures here are what the investor presentationreports, not management guidance.
The short version
Quarter Q2 FY25-26 Film Sales Volume: 93,997 MT (up from 84,000 MT approx. EBITDA (Q2 FY26): INR 14,275 Lacs (Page 10, 11) - YoY change: Down from INR 19,197 Lacs in Q2 FY25 to INR 14,275 Lacs in Q2 FY26 (Page 10) - Operating Margin (EBITDA Margin %): 8% in Q2 FY26 (Page 10) - YoY change: Down from 11% in Q2 FY25 (Page 10) - Profit After Tax (PAT): Not explicitly stated in the provided pages. - Explicit Margin Outlook: - FY 2025-26 projected EBITDA margin of 10% (before contingency) and 10% (after contingency) vs.
From Polyplex Corporation Ltd's Q2 FY26 earnings-call transcript · updated 16 Oct 2026.
Revenue & Sales Performance
- Quarter Q2 FY25-26 Film Sales Volume: 93,997 MT (up from 84,000 MT approx. in Q2 FY24-25)
- Net Sales Q2 FY25-26: INR 168,537 Lacs vs Q2 FY24-25 approx. INR 162,400 Lacs (estimated from trends, exact Q2 FY24-25 not explicitly stated)
- Operational EBITDA Q2 FY25-26: INR 14,275 Lacs vs INR 19,197 Lacs in Q2 FY24-25 (decline)
- YoY Change: Sales volume and net sales increased, EBITDA declined due to market challenges.
- Reasons for revenue/volume impact: Overcapacity, tariffs uncertainty, tepid demand, and competitive pricing especially in Thin PET and BOPP segments.
- Outlook:
- Q4 FY26 projections based on Q3 estimates show slight sales volume growth but below budget levels (377,022 MT projected vs 417,367 MT budgeted for FY 2025-26).
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Profitability & Margins
See what Polyplex Corporation Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- PCL Offline Coater 3 & Laminator 2
- Approved Cost: INR 3,792 Lacs; Current Estimate: INR 3,906 Lacs
- Amount to Spend: INR 742 Lacs
- Startup: Laminator started Oct '25; OLC Q3 FY 2025-26
- PTL New Blown Film Line
- Approved Cost: INR 4,442 Lacs; Current Estimate: INR 4,415 Lacs
- Amount to Spend: INR 1,279 Lacs
- Startup: Q3 FY 2025-26
- PE Offline Coater for Silicone Coating
- Approved Cost: INR 9,050 Lacs; Current Estimate: INR 9,036 Lacs
- Amount to Spend: INR 6,519 Lacs
- Startup: Q4 FY 2025-26
- PCL New BOPET Line
- Approved Cost: INR 49,667 Lacs; Current Estimate: INR 51,313 Lacs
- Amount to Spend: INR 40,721 Lacs
- Startup: H2 FY 2026-27 (current estimate), approved H1 FY 2027-28
- PCL Metallizer - Bazpur
- Approved Cost: INR 3,968 Lacs; Current Estimate: INR 4,131 Lacs
- Amount to Spend: INR 4,131 Lacs
- Startup: H2 FY 2026-27
- PCL Metallizer - Khatima
- Approved Cost: INR 2,270 Lacs; Current Estimate: INR 2,413 Lacs
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Top-ranked in Industrial Products
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 Polyplex Corporation Ltd said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
Polyplex Corporation Ltd — Quarterly revenue & net profit
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.
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What Polyplex Corporation Ltd's management said in earlier quarters
Others in Industrial Products this season
- Lead Reclaim and Rubber Products Ltd (Q2 FY26)
Revenue from Operations for H1 FY26: ₹2,190 lakhs, up 138.04% YoY (from ₹920 lakhs in H1 FY25) (Page 19) . Key investor presentation takeaways from Lead Reclaim
- Shubhshree Biofuels Energy Ltd (Q2 FY26)
Revenue from operations for H1 FY26: ₹9,604.6 Lakhs . Key investor presentation takeaways from Shubhshree Biofuels Energy Ltd's Q2 FY26 investor presentation —
- Tembo Global Industries Ltd (Q2 FY26)
Q2 FY26 Revenue: INR 245.4 crores, a 49.8% year-on-year (YoY) increase from INR 163.8 crores in Q2 FY25 (Page 6). Key investor presentation takeaways from Tembo
- United Heat Transfer Ltd (Q2 FY26)
Year-on-year revenue decline: INR 69.7 Mn (~24.5% decrease) . Key investor presentation takeaways from United Heat Transfer Ltd's Q2 FY26 investor presentation
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Frequently Asked Questions
What were Polyplex Corporation Ltd Q2 FY26 results?
Quarter Q2 FY25-26 Film Sales Volume: 93,997 MT (up from 84,000 MT approx. EBITDA (Q2 FY26): INR 14,275 Lacs (Page 10, 11) - YoY change: Down from INR 19,197 Lacs in Q2 FY25 to INR 14,275 Lacs in Q2 FY26 (Page 10) - Operating Margin (EBITDA Margin %): 8% in Q2 FY26 (Page 10) - YoY change: Down from 11% in Q2 FY25 (Page 10) - Profit After Tax (PAT): Not explicitly stated in the provided pages. - Explicit Margin Outlook: - FY 2025-26 projected EBITDA margin of 10% (before contingency) and 10% (after contingency) vs.
What is Polyplex Corporation Ltd share price analysis?
Polyplex Corporation Ltd currently shows a neutral. The stock trades at a P/E of 20.2 with a market cap of ₹3,139 Cr. Investors should review the full earnings analysis for detailed insights.
Is Polyplex Corporation Ltd planning capital expenditure?
PCL Offline Coater 3 & Laminator 2 - Approved Cost: INR 3,792 Lacs; Current Estimate: INR 3,906 Lacs - Amount to Spend: INR 742 Lacs - Startup: Laminator started Oct '25; OLC Q3 FY 2025-
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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.