Rajshree Polypack Limited — Investor Meet, 22-08-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Rajshree Polypack's Q1 FY26 saw turnover grow 4.85% YoY to ₹82.52 Cr, with EBITDA at ₹12.08 Cr (14.64% margin) and PAT at ₹4.10 Cr (4.97% margin). Export business showed robust performance, surging 45.83% to ₹13.40 Cr, now contributing over 16% of total revenue. Injection Moulding revenue more than doubled.

The company significantly expanded capacity, including adding 600 MT for thermoforming and increasing injection moulding capacity to 4,800 MTPA, which is now operational. A new Unit III in Daman has also commenced production for PET packaging. Management maintains an FY26 revenue outlook of ~₹360 Cr and 15-15.5% EBITDA margins.

Olive Ecopak (JV) reported ₹7.83 Cr turnover but an EBITDA loss of ₹1.76 Cr, impacted by a subdued food service industry in Q1; break-even is now anticipated by Q3/Q4 FY26. Management plans to reduce overall debt by ~₹15 Cr in the next 4-5 quarters, focusing on consolidation while monitoring US tariff impacts.