Detailed Summary

Financial Results - Consolidated (Quarter Ended June 30, 2026)

Income Statement (₹ in Lakhs):

  • Revenue from Operations: ₹1,69,271 (compared to ₹1,35,265 in Q2 FY25, +25.1% YoY)
  • Other Income: ₹109 (compared to ₹93 in Q2 FY25)
  • Total Income: ₹1,69,380
  • Cost of Materials Consumed: ₹1,24,878
  • Employee Benefits Expenses: ₹7,754
  • Finance Costs: ₹1,688
  • Depreciation and amortization: ₹5,099
  • Other Expenses: ₹13,792
  • Total Expenditure: ₹1,53,623
  • Profit Before Tax: ₹15,757 (compared to ₹12,934 in Q2 FY25)
  • Tax Expenses: ₹3,971
  • Net Profit After Tax: ₹11,786 (compared to ₹9,655 in Q2 FY25, +22.1% YoY but down from ₹13,431 in Q1 FY26)
  • Earnings Per Share (Basic): ₹2.35 (compared to ₹2.10 in Q2 FY25)

Segment Performance (Consolidated):

  • Polymer Products Revenue: ₹1,07,274
  • Composite Products Revenue: ₹61,997
  • Polymer Products Profit before tax and interest: ₹10,205
  • Composite Products Profit before tax and interest: ₹7,131

Key Ratios (Consolidated):

  • EBITDA Margin: 13.31%
  • Net Profit Margin: 6.96%
  • Current Ratio: 3.82
  • Debt to Equity: 7.18
  • Interest Service Coverage Ratio: 13.36

Financial Results - Standalone (Quarter Ended June 30, 2026)

  • Revenue from Operations: ₹86,683
  • Profit After Tax: ₹5,617
  • Earnings Per Share (Basic): ₹1.14

Board Appointments

The Board approved the appointment of two additional Non-Executive Independent Directors:

Mr. Devendra Jitendra Shah (DIN: 03095028)

  • Age: 71 years, Fellow Member of Institute of Company Secretaries of India
  • 51 years experience in Company Law, Secretarial Practice, Corporate Legal Matters
  • Formerly with RBI and Mafatlal Group, served as Company Secretary/Vice-President (Legal) at Kesar Enterprises Ltd.
  • Term: Five consecutive years from August 05, 2026 to August 04, 2031

Mrs. Hema Rajendra Gaitonde (DIN: 11835462)

  • Age: 56 years, Commerce and Law Graduate, Fellow Member of ICSI and ICAI
  • 35 years experience in corporate law, finance, and regulatory compliance
  • Currently engaged in independent practice providing advisory services
  • Term: Five consecutive years from August 05, 2026 to August 04, 2031

Both appointments are subject to shareholder approval at the ensuing AGM.

Annual General Meeting

  • 36th AGM to be held on Tuesday, September 22, 2026 at 04:00 PM IST
  • Meeting will be conducted through Video Conferencing/Audio-Visual means
  • Record Date for final dividend: Tuesday, September 15, 2026

Committee Reconstitution

Effective August 05, 2026, the following committees were reconstituted:

Audit Committee:

  • Mr. Deepak Bakhshi (Chairperson)
  • Mr. Devendra Jitendra Shah (Member)
  • Mr. Bharat Kumar Vageria (Member)

Nomination and Remuneration Committee:

  • Mr. Deepak Bakhshi (Chairperson)
  • Mr. Devendra Jitendra Shah (Member)
  • Mr. M. K. Wadhwa (Member)

Compensation Committee:

  • Mr. Deepak Bakhshi (Chairperson)
  • Mr. Devendra Jitendra Shah (Member)
  • Mr. Vishal Jain (Member)

QIP Proceeds Utilization

The company raised ₹800 crore through Qualified Institutional Placement (QIP) in November 2025:

  • Net proceeds received: ₹781.13 crore (after ₹18.87 crore issue expenses)
  • Utilization as of June 30, 2026:
  • Repayment of borrowings: ₹400.00 crore (fully utilized)
  • Capex for automation and re-engineering: ₹15.07 crore utilized (₹74.30 crore unutilized)
  • Equipment for recycling plants: ₹18.99 crore utilized (₹35.91 crore unutilized)
  • De-odorizing equipment: ₹2.57 crore utilized (₹12.23 crore unutilized)
  • Inorganic growth/acquisitions: ₹1.52 crore utilized (₹220.54 crore unutilized)
  • Unutilized funds temporarily invested in fixed deposits and monitoring accounts

Auditor Information

The financial results were reviewed by joint statutory auditors:

  • M/s. K P M R & Co. (Firm Registration No: 104497W)
  • M/s. Raman S. Shah & Co. (Firm Registration Number: 111918)

The review report covers consolidated results including 10 subsidiaries and 1 joint venture.