Q4 2025 Dhabriya Polywood Ltd Earnings Call Transcript

May 26, 2025 / 10:00 AM GMT

Transcript

Key Points

Positve

Dhabriya Polywood Ltd (BOM:538715) reported a healthy year-on-year revenue growth of 15.9% for Q4 FY25, driven by demand across all product segments.
The company's EBITDA margin improved by 20 basis points year-on-year to 16.1%, attributed to a better product mix and improved operating efficiencies.
Profit after tax grew by 32.3% year-on-year, with the PAT margin increasing by 110 basis points to 8.5%.
The company maintains a robust order book exceeding INR 140 crores, providing strong revenue visibility.
Dhabriya Polywood Ltd plans a capital expenditure of INR 50 to 60 crores over the next 2 to 3 years, primarily financed through internal accruals, reflecting strong cash generation capabilities.

Negative

The company faced challenges in achieving its expected revenue growth due to factors like extended rainy seasons and restrictions on construction activities.
Despite a strong order book, the company's growth was lower than anticipated, with only an 11% increase in revenue for FY25.
The modular furniture segment, although growing, operates at lower margins compared to other segments.
Capacity utilization for key segments like PVC profile extrusion and UPVC windows remains relatively low, at 53% and 40% respectively.
The company faces competition from both organized and unorganized players in the modular furniture market, which could impact market share and pricing strategies.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

DHAB.BO - Dhabriya Polywood Ltd
Q4 2025 Dhabriya Polywood Ltd Earnings Call
May 26, 2025 / 10:00AM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, good day and welcome to Daria Hollywood Limited's Q4 FY25 earnings conference call. As a reminder, all par spin lines will be in the listen-only mode, and there will be an opportunity for you to ask questions after the presentation concludes. Should you need assistance during the conference call, please signal an operator by pressing 0 on your touchstone phone. Please note that this conference is being recorded. I now hand the conference over to Mr. Sumicha from XP for advisory.

Thank you and over to Mr. Cha.

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Unidentified_2 [2]
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