Shaily Engineering Plastics Ltd
Shaily Engineering Plastics Q4 FY25 earnings call: Revenue & Margins
Q4 FY25 earnings call: what management guided on revenue, margins and order book.
The short version
FY '26 pen sales target: 30-35 million units, approximately 70% growth over previous year - Revenue growth in Healthcare segment: 53% YoY in FY '25, expected to contribute ~30% of total revenues in Shaily Engineering Plastics expects strong growth in revenues and margins year-on-year rather than quarter-on-quarter, with improving EBITDA margins aimed through executing current plans.
From Shaily Engineering Plastics Ltd's Q4 FY25 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- FY '26 pen sales target: 30-35 million units, approximately 70% growth over previous year
- Revenue growth in Healthcare segment: 53% YoY in FY '25, expected to contribute ~30% of total revenues in next few years
- Own IP-led insulin pens expected to grow at 20-30% CAGR over next 2 years
- Anticipated 77% growth in pen sales driven by IP-led pen platform, especially non-insulin products
- Capacity expansion: Adding 40-50 million pens capacity in next 18-24 months, reaching total of 80-90 million pens capacity
- New product launches expected, including teriparatide in FY '26 with 2 customers planned
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Profitability & Margins
See what Shaily Engineering Plastics Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- Current capex for FY '26 is approximately INR150 crores focused primarily on Pharma segment capacity expansion.
- Planned addition of 40 million to 50 million pen manufacturing capacity over the next 18-24 months.
- Post this expansion, total pen capacity expected to be in the range of 80 to 90 million pens.
- Further capacity increase beyond 90 million pens will depend on firm customer commitments or purchase orders.
- Total Pharma gross block after this capex expected to be around INR370 to INR375 crores.
- No immediate land acquisition planned; expansion likely near existing facilities.
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Top-ranked in Consumer Durables
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 Shaily Engineering Plastics Ltd said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
- Shaily Engineering Plastics is expanding pen manufacturing capacity by 40-50 million pens over 18-24 months, targeting a total capacity of 80-90 million pens.
- Capex for this expansion is about INR150 crores, with additional investments expected for lab and support facilities.
- Further capacity increases beyond 90 million pens will depend on firm customer commitments and purchase orders.
- The company has signed 8 contracts with different customers for pen or auto injectors, primarily for GLP-1 and other therapies.
- For Tirzepatide (Tirze) exhibit supplies, the company expects about 2 customers launching in FY '26.
- Incremental pen/autoinjector sales of 12-15 million units targeted in FY '26 are spread across 3-4 customers with no single customer approval yet.
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Shaily Engineering Plastics Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest (Q4 FY26): revenue ₹224 Cr, net profit ₹49 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What Shaily Engineering Plastics Ltd's management said in earlier quarters
- Q1 FY27 earnings call analysis →
- Q3 FY26 earnings call analysis →
- Q1 FY26 earnings call analysis →
- Q2 FY26 earnings call analysis →
- Q3 FY25 earnings call →
- Q2 FY25 earnings call →
- Q1 FY25 earnings call →
- Q4 FY24 earnings call →
- Q3 FY24 earnings call →
- Q2 FY24 earnings call →
- Q1 FY24 earnings call →
- Q4 FY23 earnings call →
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Frequently Asked Questions
What were Shaily Engineering Plastics Ltd Q4 FY25 results?
FY '26 pen sales target: 30-35 million units, approximately 70% growth over previous year - Revenue growth in Healthcare segment: 53% YoY in FY '25, expected to contribute ~30% of total revenues in Shaily Engineering Plastics expects strong growth in revenues and margins year-on-year rather than quarter-on-quarter, with improving EBITDA margins aimed through executing current plans.
What is Shaily Engineering Plastics Ltd share price analysis?
Shaily Engineering Plastics Ltd currently shows a neutral. The stock trades at a P/E of 90.6 with a market cap of ₹14,609 Cr. Investors should review the full earnings analysis for detailed insights.
Is Shaily Engineering Plastics Ltd planning capital expenditure?
Current capex for FY '26 is approximately INR150 crores focused primarily on Pharma segment capacity expansion.
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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.