Greenply Industries Limited — PPTs, 28-04-2025: Investor Presentation

**Financial Highlights:**

Greenply Industries reported Q4 FY25 revenue of ₹649 Cr, reflecting an 8.2% YoY increase, while FY25 revenue rose 14.1% YoY to ₹2,488 Cr. Core EBITDA for Q4 reached ₹68.6 Cr, an 18.1% increase YoY, with a margin of 10.5%. Q4 PAT was ₹17.3 Cr, down 48.9% YoY, primarily due to reduced investment returns. Net Debt improved to ₹464 Cr, enhancing the net debt-to-equity ratio to 0.57.

**Strategic Initiatives & Growth Drivers:**

Greenply is boosting manufacturing capabilities through expansions in West Bengal, Gujarat, and Nagaland. The company is set to launch innovative products while prioritizing automation, digitization, and sustainability. Employee engagement and marketing efforts, such as the "Hindustan Ki Shaan" campaign, have successfully onboarded new contractors and elevated dealer visibility.

**Business Developments:**

The joint venture Greenply Samet reported a Q4 PAT loss of ₹8.6 Cr as it focuses on brand promotion. Proposed capex plans have increased to ₹100 Cr to support new product line development.

**Market Position & Competitive Advantage:**

Greenply maintains a leadership position in India’s interior infrastructure sector, backed by a comprehensive dealer network and a market cap of approximately ₹4,900 Cr. Its reputation as a reliable brand enhances its competitive advantage.

**Investor Implications:**

The combination of strong sales growth and strategic expansions suggests positive growth potential for Greenply. Investors should watch for execution risks related to the company’s diversification and market initiatives.