Century Plyboards (India) Ltd

- No specific details on new fundraising through debt or equity have been shared yet. - Capital expenditure plans, especially for the UP expansion, depend on land allotment and finalization of funding strategies. - The company has strong internal accruals currently to support funding. - Once land for the UP expansion is secured, the company will take a detailed view of expansion and share funding details. - Until more clarity is available, management is not commenting on the timing or sources of funding. - Planning and execution of funding will be done cautiously, and updates will be provided as decisions are finalized.

- Fiscal 2026 capex expected around INR 400 crores; detailed plans contingent on land allotment (Page 15). - Expansion plans include plywood capacity increase: - Hoshiarpur plywood plant: 60,000 CBM expansion, starting with 30,000 CBM in Q3 FY 2027 (Page 14). - Chennai plywood plant: Expansion to 150,000 CBM by Q3 FY 2027 (Page 14). - Uttar Pradesh plywood expansion targeting 120,000 CBM capacity with INR 330 crores capex (Page 12). - MDF capacity expansion: - Andhra Pradesh plant ramp-up from 247,000 to 315,000 CBM post expansion (Page 14). - New MDF capacity of 330,000 CBM planned in Uttar Pradesh; timeline ~2.5 years post land acquisition; capex ~INR 1,100 crores (Pages 5, 14). - Capital expenditure timing and funding plans for UP MDF project pending final land allotment; bulk capex possibly in fiscal 2028 (Pages 14-15). - Focus on internal accruals for funding; more clarity expected post land acquisition (Page 15).

- MDF segment targeted for 25%+ growth this year with long-term growth ambition of 18%+ CAGR aiming for INR12,000 crores revenue by FY '31. (Page 5) - Laminates division expects 15%+ growth for the year with domestic market pickup from Q4 and exports contributing to a 20%+ growth forecast next year. (Page 9-10) - Plywood segment noted for sustained 15%-plus growth, significantly outpacing industry growth of 6-7%, with ambitions to continue increasing market share. (Page 9) - New capacity expansions planned in plywood (Hoshiarpur 60,000 CBM and Chennai additional ~75,000 CBM capacity) and MDF (ramping Andhra plant from 247,000 to 315,000 CBM) supporting growth. (Page 14-15) - Medium-term outlook remains positive driven by urbanization, rising incomes, and preference for branded products. (Page 4)

- MDF segment expected to achieve 25%+ growth with a target of 15%+ EBITDA margin over the next 3-5 years. - Plywood segment growing at ~15%+ annually, aiming to increase market share from 8-8.5% to double again in coming years. - Laminate segment targeting 15%+ growth with steady margin improvement towards double-digit EBITDA next year. - Particleboard margins expected to reach steady state by Q4 FY '27 with normalized MDF margins nearer to 20% EBITDA. - Overall company growth trajectory aligned with a long-term revenue target of INR 12,000 crores by FY '31 (18%+ CAGR). - Expect continued operational efficiencies, capacity expansions, and brand-building to sustain earnings growth. - Management cautious on exact short-term timing but confident of margin recoveries and sustained profit growth in medium to long term.

The provided transcript from Century Plyboards India Limited's Q3 FY 2026 earnings call does not explicitly mention current or expected order book or pending orders details. However, key highlights that may indirectly relate to demand and backlog include: - Strong revenue growth of 18.4% YoY in Q3 FY '26 driven by sustained demand and robust performance from new units. - Continued capacity expansions in plywood and MDF segments signaling confidence in future order inflows. - Optimism about demand recovery and margin improvements in MDF with expectations of margin recovery over the next 1 to 1.5 years. - Plywood segment expanding capacity with new plants coming online suggesting healthy order pipeline. - Management comments indicate solid growth momentum and confidence in sustaining demand across all key segments. No specific numeric figures or details on order book or pending orders were disclosed in the available transcript.