Rajshree Polypack Limited — Investor Meet, 21-11-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Rajshree Polypack's H1 FY26 turnover grew slightly to ₹168.94 Cr, with Q2 revenue at ₹86.43 Cr. Exports were a standout, surging almost 80% in H1 and doubling in Q2, driven by injection molding products. Domestic sales, however, declined due to lower raw material prices and reduced off-take from a major beverage customer. Management revised FY26 revenue guidance to ₹350 Cr, aiming for 8-10% growth, with expectations of Q4 volume improvement. The Olive Ecopak JV targets Q4 profitability and ₹140-150 Cr revenue in FY27 at 15-16% EBITDA margins. The company will prioritize existing capacity utilization over new major capex. Sentiment is cautiously optimistic, focusing on JV ramp-up and export momentum.