Ddev Plastiks Industries Limited — PPTs, 25-05-2026: Investor Presentation

Ddev Plastiks, India's top listed polymer compound maker, delivered robust FY26 results: Revenue hit ₹2,948 Cr (+13% YoY), EBITDA ₹320 Cr (+12%), and PAT ₹202 Cr (+9%). Exports significantly rose by 30%.

A major strategic pivot is its entry into Battery Energy Storage Systems (BESS). Ddev plans a 5 GWh assembly plant by FY30, with Phase 1 operational by Q3 FY27 through ₹150-200 Cr internal capex. This new vertical aims to add ₹2,000-2,500 Cr to revenue by FY30, alongside a ₹5,000 Cr target for its core compounding business.

Recent capacity additions include 48,000 MTPA XLPE (April 2026) and new PVC/HFFR facilities. The company also launched India's first Water Tree Retardant (WTR XLPE) and XL HFFR for solar cables, focusing on high-margin products.

For FY27, Ddev anticipates ~13% revenue and 15% volume growth, maintaining 11% EBITDA margins, supported by ₹175 Cr capex. The company remains net debt-free and focuses on higher-voltage compounds and new export markets.