Rajshree Polypack Limited — Investor Meet, 18-06-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Rajshree Polypack crossed ₹329.74 Cr revenue in FY25, up 20% YoY, with EBITDA rising 26% to ₹46.3 Cr and margins improving to 14.04%. Q4 revenue grew nearly 30% YoY to ₹90 Cr, with EBITDA up 32% and PAT surging 79%. Export revenue hit a record 21.7% of Q4 sales. Injection moulding volumes nearly doubled, aiding product mix improvement. Capacity utilization remained strong at 72-96%. The Olive Ecopak JV generated ₹16.38 Cr in FY25, reducing EBITDA loss substantially in Q4. Olive targets ₹90 Cr revenue this year, aiming to breakeven, with full scale (₹210-220 Cr) and 16-17% EBITDA margin expected by FY27. Rajshree plans 15-20% standalone growth with focus on profitability, debt reduction, and minimal capex, while postponing Odisha expansion. Dividend payout is planned for next year once cash flows improve.