Platinum Industries Limited — PPTs, 11-08-2026: Investor Presentation

**Business Performance:**

Platinum Industries, a significant player with about 13% market share in India's PVC additives, reported mixed results for the latest quarter. While standalone revenue saw growth, consolidated revenue experienced a slight year-over-year dip. The company is strategically aligning its product portfolio towards lead-free and CPVC additives, tapping into global sustainability trends.

**Growth Drivers or Strategy:**

The company is aggressively pursuing global expansion, with its new Egypt facility slated for Q3 FY27. This move is expected to unlock access to key international markets like the USA and South America, benefiting from duty advantages. Domestically, the expanded Palghar facility is now fully operational, boosting production capacity for lead-free PVC, CPVC, and lubricants. Platinum invests roughly 1% of its revenue in R&D to drive eco-friendly innovations.

**Recent Developments:**

The Egypt manufacturing plant is on schedule for commissioning by December 31, 2026, backed by a ~₹68 Cr capital expenditure for 60,000 TPA capacity. Additionally, its Palghar, India facility, which increases India's total capacity to over 85,000 TPA, began full commercial operations on May 21, 2026.

**Key Financial Metrics:**

For the latest quarter (consolidated), Revenue from Operations was ₹108.94 Cr (down 5.6% YoY), Profit After Tax was ₹11.13 Cr (down 14.9% YoY), and Earnings Per Share stood at ₹2.03 (down 12.5% YoY).

**Management Commentary / Outlook:**

Management projects strong revenue growth of approximately 40% in FY27, aiming for a 35% Compound Annual Growth Rate until FY29. This ambitious target is underpinned by the new capacities in Egypt and Palghar, enhanced operational efficiency, fresh product introductions, and broader market penetration, positioning Platinum to become a global industry leader by 2030.