Ddev Plastiks Industries Limited — Investor Meet, 28-05-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Ddev Plastiks reported resilient financial results for Q4 and full year FY26, achieving 13% revenue growth, 12% EBITDA, and 9% PAT, with EBITDA margins maintained at 11% despite geopolitical challenges. Exports saw a significant 30% increase. Total installed capacity reached 2,68,400 metric tons per annum (TPA), with an additional 48,000 TPA for XLPE compounds becoming operational, targeting 315,000 TPA overall. For FY27, the company projects 13% revenue growth for its polymer business, targeting 231,000 MT volume and 11% EBITDA margins. Ddev Plastiks is strategically expanding into Battery Energy Storage Systems (BESS), aiming for 5 gigawatts (GW) installed capacity by FY30, expecting INR800-900 Cr revenue per GW. Initial BESS capital expenditure for FY27 is INR70 Cr, with a revenue target of INR200-250 Cr at breakeven. Management expressed confidence in sustained growth, leveraging domestic demand and export opportunities.