Ddev Plastiks Industries Limited — Investor Meet, 19-05-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Ddev Plastiks reported Q4 revenue of ~Rs 737 Cr, up 23% YoY, with EBITDA of ~Rs 79 Cr (11% margin) and PAT of ~Rs 52 Cr (7% margin). FY25 revenue rose 14% in volume to Rs 2,603 Cr, EBITDA was Rs 287 Cr (11% margin), and PAT reached Rs 185 Cr, marking a 46% PAT CAGR since FY20. Net debt-free since Q4 FY24, the company sees strong demand from power infrastructure, real estate, EVs, and expects exports to regain a 25% revenue share. Capacity expansion of ~35,000 MT by FY26 targets 13%-15% volume and revenue growth. High-voltage 132 kV products to commercialize by FY27/FY28. Export approvals for the US market are imminent, supporting geographic diversification. Management remains confident in sustained demand and business momentum.