Ddev Plastiks Industries Limited (543547) Earnings Call Transcripts

Ddev Plastiks Industries Limited's Latest Earnings Call - Q4 FY2026

In Q4 FY '26, Ddev Plastiks Industries Limited reported a 13% year-on-year revenue growth, reaching INR 2,500 crores, driven by strong domestic demand and a 30% increase in exports. The company's EBITDA grew 12% with margins holding steady at 11%, while net profit after tax (PAT) rose 9% to INR 202 crores. Management maintained guidance for FY '27, targeting a 13% revenue growth and a volume of 231,000 metric tons, while also signaling a strategic entry into the battery energy storage system (BESS) market, which is expected to contribute additional revenue in the coming years.

Reported metrics

Guidance from management

For FY '27, Ddev Plastiks targets a revenue growth of 13% and volume of 231,000 metric tons, with EBITDA margins expected to remain around 11%. Management indicated that BESS revenue is not included in this guidance, as it is in the ramp-up phase.

What management said

No. What we have done is we have considered the average realization for the current year as the base prices because in the current year, there has been multiple cycles of escalations. And the current [indiscernible] are expected to be coming down when the war situation neutralizes. So we have considered on [indiscernible] NSR, which we have achieved this year. Though for the current first quarter, the average NSR wil...

See, as far as the actual scenario is concerned, I can comment on the month of April, we have done reasonably well. And the consignments stuck in the month of March due to logistics issue. A lot of those consignments have been transited in the month of April. So on a nutshell, I can say you, the average volume in exports have gone up on a month-on-month basis in the month of April and to some extent May as well.

What analysts pressed on

Analysts expressed concerns regarding potential headwinds from geopolitical tensions affecting export growth and the impact of government spending cuts on infrastructure projects. There were also questions about the ramp-up timeline for BESS and its initial revenue contribution.

Main topics on the call

• Revenue Growth and Export Performance — Ddev Plastiks achieved a revenue growth of 13% YoY, with exports rising by 30%. Management noted, "Our growth trajectory remains resilient, underpinned by robust domestic demand and sustained manufacturing momentum."
• Operational Resilience Amid Geopolitical Tensions — Despite challenges from the Israel-Iran conflict, the company maintained operational resilience, achieving a capacity utilization of 77%. Management stated, "We navigated these headwinds with prudence, ensuring operation...
• BESS Market Entry — Ddev Plastiks is entering the battery energy storage system market with a target of 5 gigawatts of installed capacity. Management indicated, "This segment offers compelling and long-term growth visibility," projecting ad...
• Capacity Expansion Plans — The company plans to increase its total installed capacity to over 315,000 metric tons by FY '27, with a committed CapEx of INR 80 crores. Management emphasized, "Our strategic priorities remain firmly anchored to our gu...

Read the full Ddev Plastiks Industries Limited transcript (Q4 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 8 Ddev Plastiks Industries Limited earnings call transcripts on record, spanning February 11, 2025 to August 11, 2026. Based on this history, Ddev Plastiks Industries Limited reports quarterly. The most recent call on file is dated August 11, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

543547

Exchange

BSE

Country

IN

Sector

Materials

Industry

Chemicals

Calls on record

8

First call

February 11, 2025

Most recent

August 11, 2026

Reporting cadence

quarterly