Q4 2026 Dhabriya Polywood Ltd Earnings Call Transcript

May 27, 2026 / 09:30AM GMT

Release Date Price: ₹369 (-2.79%)

Transcript

Key Points

Positve

Dhabriya Polywood Ltd (BOM:538715) reported a consolidated revenue growth of 12.5% year-on-year, reaching INR264 crores.
EBITDA increased by 45.6%, with margins improving from 16% to 20.6%, indicating strong operational leverage and efficiency.
Profit after tax (PAT) grew by 67.2%, with margins improving from 7.7% to 11.4%, showcasing enhanced profitability.
The company has a strong order book of over INR170 crores, providing excellent revenue visibility.
A strategic capital expenditure program of INR100 crores has been approved to expand manufacturing capabilities and enter new product categories, such as WPC Doors and Aluminum Windows-Doors.

Negative

The company's top line results fell short of initial revenue targets due to deferred execution of large project orders.
Working capital temporarily increased due to strategic stocking of raw materials amid supply chain disruptions, impacting cash flow.
The company faces competition in the aluminum windows and facade division, which could pressure margins.
The modular furniture segment showed slower revenue growth, increasing only from INR40 crores to INR43 crores year-on-year.
The company has taken on additional debt to support its CapEx plans, which could impact financial flexibility.

Operator

Ladies and gentlemen, good day, and welcome to the Dhabriya Polywood Limited Q4 and FY '26 earnings conference call hosted by X-B4 Advisory. (Operator Instructions) Please note, this conference is being recorded.

I now hand the conference over to Mr. Gautam Kothari from X-B4 Advisory. Thank you, and over to you, sir.

Gautam Kothari X;B4 Advisory;Analyst

Thank you. Good afternoon, everyone, and welcome to the Q4 and FY '26 earnings conference call of Dhabriya Polywood Limited. Today on this call, we have with us Mr. Digvijay Dhabriya, Promoter, Chairman and Managing Director of the company; and Mr. Hitesh Agrawal, Chief Financial Officer of the company.

This conference call may contain forward-looking statements about the company, which are based on beliefs, opinions and expectations as of today. Actual results may differ. The statements are not the guarantees of future performance, and involve risks and uncertainties that are difficult to predict. A detailed safe harbor statement is given on the second page of the

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