PC

Polyplex Corporation Ltd

Q4 FY26Industrial Products

Polyplex Corporation Q4 FY26 earnings call: Revenue & Margins

Q4 FY26 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 Q4 FY26 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

Q4 FY 25-26 Revenue: $204 million (INR 1,868 Crores), up 31% YoY (Page 9) - Q4 FY 25-26 Sales Volume: 95,424 MT, up 8% YoY (Page 9) - FY 25-26 Revenue: $801 million (INR 7,076 Crores), up 8% YoY (Page 11) - FY 25-26 Sales Volume: 370,515 MT, up 23% YoY (Page 11) - Outlook (Q1 FY 26-27): Incremental volumes expected from ramp-up of U.S. Quarter: Q4 FY 25-26 - EBITDA: $14 million normalized EBITDA (8% margin) - Year-on-Year Change: 31% increase in normalized EBITDA - Operating Margin: Implied normalized EBITDA margin is 7-8% in the quarter (7% stated in snapshot, 8% normalized EBITDA margin for FY) - Profit (PAT): $4 million (before minority), 38 INR Crores - Year-on-Year Change in PAT: Not explicitly stated, but PAT increased QoQ by 11% - Revenue: $204 million for the quarter, 8% YoY increase - Explicit Margin Outlook: - Company expects gradual margin improvement supported by ramp-up of U.S.

From Polyplex Corporation Ltd's Q4 FY26 earnings-call transcript · updated 25 Sept 2026.

Revenue & Sales Performance

  • Q4 FY 25-26 Revenue: $204 million (INR 1,868 Crores), up 31% YoY (Page 9)
  • Q4 FY 25-26 Sales Volume: 95,424 MT, up 8% YoY (Page 9)
  • FY 25-26 Revenue: $801 million (INR 7,076 Crores), up 8% YoY (Page 11)
  • FY 25-26 Sales Volume: 370,515 MT, up 23% YoY (Page 11)

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: $56 million, likely start-up in Q4 FY 26-27
  • Metallizers in India: $7 million, likely start-up in Q4 FY 26-27
  • Coater in Turkey: $10 million, likely start-up in Q1 FY 26-27
  • Total investment under implementation: $73 million
  • Goals include expanding product portfolio, increasing share of speciality films, cost structure optimization, and focus on industrial applications
  • Additional capacity info: Total resin base films capacity including upcoming capacities is 491,837 MTPA across multiple geographies (India, Thailand, Turkey, USA, Indonesia)

2 more points management made on capital expenditure plans

Top-ranked in Industrial Products

Ranked on what management guided this quarter

5x potential
Rev 1Mar 1
2Shera Energy
Rev 1Mar 1
3
Rev 1Mar 1
4
Rev 1Mar 2
5
Rev 1Mar 2
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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 mentions the following regarding orders: - Q4 FY 25-26 performance highlights an increase in sales volumes, partly due to a line start-up in the US and a change in sales mix (Page 10). - Under "Navigating the Middle East Crisis," it states a "surge in opportunistic order inflow and line booking" as a tailwind driving higher end-product prices and revenue in the short term (Page 60).

2 more points management made on order book & pipeline

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 Q4 FY26 results?

Q4 FY 25-26 Revenue: $204 million (INR 1,868 Crores), up 31% YoY (Page 9) - Q4 FY 25-26 Sales Volume: 95,424 MT, up 8% YoY (Page 9) - FY 25-26 Revenue: $801 million (INR 7,076 Crores), up 8% YoY (Page 11) - FY 25-26 Sales Volume: 370,515 MT, up 23% YoY (Page 11) - Outlook (Q1 FY 26-27): Incremental volumes expected from ramp-up of U.S. Quarter: Q4 FY 25-26 - EBITDA: $14 million normalized EBITDA (8% margin) - Year-on-Year Change: 31% increase in normalized EBITDA - Operating Margin: Implied normalized EBITDA margin is 7-8% in the quarter (7% stated in snapshot, 8% normalized EBITDA margin for FY) - Profit (PAT): $4 million (before minority), 38 INR Crores - Year-on-Year Change in PAT: Not explicitly stated, but PAT increased QoQ by 11% - Revenue: $204 million for the quarter, 8% YoY increase - Explicit Margin Outlook: - Company expects gradual margin improvement supported by ramp-up of 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: $56 million, likely start-up in Q4 FY 26-27 - Metallizers in India: $7 million, likely start-up in Q4 FY 26-27 - Coater in Turkey: $10 million, likely start-up in Q1

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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.