Q2 2026 Dhabriya Polywood Ltd Earnings Call Transcript

Nov 12, 2025 / 10:30 AM GMT

Transcript

Key Points

Positve

Dhabriya Polywood Ltd (BOM:538715) reported its strongest quarter ever with record EBITDA and the highest EPS in the company's history.
The company achieved a 15.4% year-on-year revenue growth, driven by strong demand in its extruded PVC profiles, UPVC, and aluminum window and door divisions.
EBITDA increased by 48.9% year-on-year, with a significant margin improvement to 20.40%, reflecting a favorable product mix and efficiency gains.
Profit after tax grew by 82% year-on-year, underscoring the company's ability to translate top-line growth into sustainable profitability.
The company is expanding its dealer and distribution network and participating in trade exhibitions to enhance market visibility and generate leads.

Negative

Despite strong financial performance, the company's revenue growth of 15% in H1 FY26 fell short of the previously expected 20-25% growth.
The company faces competition from larger players like Supreme Industries, which may impact its growth trajectory.
There is a noted increase in receivables, which could indicate potential cash flow challenges.
The company's export contribution remains minimal, at around 2.5% of total revenue, indicating limited international market penetration.
CapEx for the year is relatively low compared to peers, which may affect the company's ability to scale operations quickly.

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

DHAB.BO - Dhabriya Polywood Ltd
Q2 2026 Dhabriya Polywood Ltd Earnings Call
Nov 12, 2025 / 10:30AM GMT

=====================
Presentation
--------------------------------------------------------------------------------
Unidentified_1 [1]
--------------------------------------------------------------------------------
Ladies and gentlemen, good day and welcome to the Q2 and H1F526 earnings conference call of Tabria Lollywood Limited, hosted by XB4 Advisory. As a reminder, all participant lines will be in the less 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, then 0 on your touchtone phone. Please note that this conference is being recorded. I now hand the conference over to Ms. Isika Shah from XP4 Advisory.

Thank you and over to you, ma'am.

--------------------------------------------------------------------------------
Unidentified_2 [2]
--------------------------------

Already have an account? Log in

Get the full story

Subscribe Now

	Access to All Earning Calls and Stock Analysis
	30-Year Financial on one screen
	All-in-one Stock Screener with unlimited filters
	Customizable Stock Dashboard
	Real Time Insider Trading Transactions
	8,000+ Institutional investors’ 13F holdings
	Powerful Excel Add-in and Google sheets Add-on
	All data downloadable
	Quick customer support
	And much more...

7-Day Free Trial · Cancel Anytime

Subscription fee may be tax deductible.

Excellent

4.6 out of 5

Trustpilot

Research Tools

All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Calculators Discussion Board

Product

Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App Newsletters Signup 中文

Education

Financial Glossary Tutorials FAQ Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation

Company

About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program

Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey

Disclaimers

GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.