Platinum Industries Limited — PPTs, 13-05-2026: Investor Presentation

**Business Performance:** Platinum Industries reported strong Q4FY26 results, with consolidated revenue up 36.8% YoY to ₹132.0 Cr, and Profit After Tax (PAT) soaring 164.8% YoY to ₹14.8 Cr. For the full fiscal year FY26, consolidated revenue grew 14.8% to ₹450.4 Cr, with PAT up 3.7% to ₹51.2 Cr. The company holds a significant position in the PVC and CPVC additives market in India and is expanding its international presence.

**Growth Drivers/Strategy:** A major expansion is underway with the new Palghar, India facility for CPVC and non-lead additives beginning commercial operations, scaling total India capacity towards 85,000+ TPA. Additionally, a new state-of-the-art facility in Egypt, involving a ~₹68 Cr capex, is on track for Q3FY27, poised to become a high-margin global export platform with duty-free access to the USA and Free Trade Agreements with South American markets.

**Recent Developments:** Commercial operations of CPVC at the new Palghar facility successfully commenced in August 2026. The Egypt greenfield project is targeted to start commercial production before December 2026.

**Key Financial Metrics:** Q4FY26 consolidated Earnings Per Share (EPS) was ₹2.75, reflecting an impressive 167% YoY increase. FY26 consolidated EPS stood at ₹9.46.

**Management Commentary/Outlook:** Management projects over 40% revenue growth for FY27 and targets a 35% Compound Annual Growth Rate (CAGR) through FY29, driven by new capacities, enhanced utilization, and market penetration. The company aims for global leadership in specialty chemicals.