Financial Performance (Q4 FY26 Standalone)

Revenues: ₹145.7 crore

Raw Material Cost: ₹84.7 crore

Gross Profit: ₹61.0 crore

Gross Profit Margin: 41.9%

Employee Cost: ₹15.6 crore

Other Expenses: ₹23.9 crore

EBITDA: ₹21.5 crore

EBITDA Margin: 14.8%

Other Income: ₹1.4 crore

Depreciation: ₹7.8 crore

EBIT: ₹15.1 crore

EBIT Margin: 10.4%

Finance Cost: ₹2.4 crore

Profit before Tax: ₹12.7 crore

Profit before Tax Margin: 8.7%

Tax: ₹3.4 crore

PAT: ₹9.3 crore

PAT Margin: 6.4%

Financial Performance (FY26 Standalone)

Revenues: ₹610.7 crore

Raw Material Cost: ₹371.4 crore

Gross Profit: ₹239.3 crore

Gross Profit Margin: 39.2%

Employee Cost: ₹58.7 crore

Other Expenses: ₹90.5 crore

EBITDA: ₹90.1 crore

EBITDA Margin: 14.8%

Other Income: ₹6.8 crore

Depreciation: ₹29.0 crore

EBIT: ₹67.8 crore

EBIT Margin: 11.1%

Finance Cost: ₹15.2 crore

Exceptional Items: ₹4.4 crore

Profit before Tax: ₹48.2 crore

Profit before Tax Margin: 7.9%

Tax: ₹12.6 crore

PAT: ₹35.6 crore

PAT Margin: 5.8%

Balance Sheet Highlights (FY26)

Total Assets: ₹782.9 crore

Property, Plant and Equipment: ₹402.8 crore

Right of Use Assets: ₹5.6 crore

Capital Work-in-Progress: ₹41.6 crore

Inventories: ₹68.6 crore

Trade Receivables: ₹74.9 crore

Cash and Cash Equivalents: ₹86.5 crore

Bank Balances other than Cash: ₹13.9 crore

Equity Share Capital: ₹13.1 crore

Other Equity: ₹600.4 crore

Total Shareholders' Funds: ₹613.5 crore

Borrowings (Non-current): ₹55.9 crore

Borrowings (Current): ₹24.4 crore

Cash Flow Statement (FY26)

Profit before Tax: ₹48.2 crore

Operating Profit before Working Capital Changes: ₹87.0 crore

Changes in Working Capital: ₹9.8 crore

Cash Generated from Operations: ₹96.8 crore

Direct Taxes Paid: ₹10.5 crore

Net Cash from Operating Activities: ₹86.3 crore

Net Cash from Investing Activities: -₹183.5 crore

Net Cash from Financing Activities: ₹175.3 crore

Net Change in Cash: ₹78.1 crore

Management Commentary

Chairman and Managing Director Mr. Kailesh Punamchand Shah stated that FY26 was a year of transition with significant investments in capacity and capability. Q4 performance was impacted by external headwinds including the West Asia conflict which disrupted trade routes, logistics corridors, and delayed order flows from key markets. Extended transit delays, port congestion, and non-availability of critical inputs affected production schedules.

Raw material prices rose sharply at the start of the geopolitical crisis but have since moderated. Pricing resistance from customers has substantially abated as cost increases are now recognized as universal across the industry.

The company noted improvement in gross margins during Q4 driven by favorable revenue, client mix, and product mix, specifically moderation in export revenues share alongside healthy domestic business growth. Management believes this improved gross margin profile is sustainable.

Strategic Updates and Growth Drivers

The company enters FY27 with a healthy order book and clear strategic roadmap. Key growth drivers include:

  • Design-led product innovation supporting regular product launches
  • Wallet share expansion with existing customers through incremental SKUs and category extensions
  • Deep, long-standing global customer relationships with high switching costs
  • Capacity ramp-up at Khatalwada (Gujarat) facility providing growth runway
  • Export tailwinds from trade agreements (EU-India, US-India framework, China+1 strategy)
  • Selective domestic and adjacent category expansion including bamboo consumerware

Bamboo Division Expansion

The company incorporated All Time Bamboo Private Limited as a wholly owned subsidiary to operate business relating to bamboo consumerware. ATPL entered into a non-exclusive MoU with NECBDC (a statutory body under MDoNER, GoI) as a Product and Market Development Partner for engineered bamboo initiatives, initially focused on Assam and Nagaland.

Manufacturing Capacity

Daman Facility: Installed Capacity 9,500 TPA - manufactures multiple component assembly parts

Silvassa Facility: Installed Capacity 19,500 TPA - 100% EOU, manufactures high volume single shot parts

Khatalwada Facility: Installed Capacity 10,000 TPA - 100% EOU, manufactures all types of injection moulded consumerware

Sustainability Initiatives

  • 8,000 KWH energy saved/year
  • 1,812 MWh of energy produced via solar panels
  • Rainwater harvesting at manufacturing facilities
  • Use of recycled materials (polypropylene, ABS-PC blends, polyethylene terephthalate)
  • Recycled and FSC certified paper used for packaging

Awards and Recognition

  • Received award from Target for COPD/Operational Excellence & Precision/Agility
  • First Place in Houseware Exports (other than thermoware/insulated ware) from Plexconcil India for FY 2023-24 & FY 2024-25
  • First Place in Plastic Furniture Exports from Plexconcil India for FY 2023-24 & FY 2024-25

Key Metrics

ROCE: 10.3% (FY26) vs 17.0% (FY25) - declined due to equity issue during IPO

ROE: Declined due to equity issue during IPO

Fixed Asset Turnover Ratio: Decreased due to major Capex at Khatalwada plant