Q1 2027 Finolex Industries Ltd Earnings Call Transcript

Aug 7, 2026 / 10:30 AM GMT

Release Date Price: ₹164.43 (-4.02%)

Transcript

Key Points

Positve

EBITDA margin improved from 9% to 12% year-over-year, with EBITDA up 14% to ₹107 crore.
Strong liquidity position with ₹2,636 crore in cash on the balance sheet.
Regulatory support from withdrawal of customs duty exemption and minimum import price on PVC resin is expected to stabilize prices and aid volume recovery.
July volumes saw a significant uptick, indicating channel destocking is easing and demand is recovering.
Backward integration provides a cost advantage, helping sustain margins despite raw material volatility.

Negative

Total sales volume declined 27% year-over-year, with both agri and non-agri segments down 27% and 24% respectively.
PVC price volatility in Q1 triggered channel destocking, impacting volumes even during the seasonally strong pre-monsoon period.
PVC-EDC spread narrowed to $501 from $522 year-over-year, and PVC-VCM spread fell to $122 from $163.
VCM availability remains constrained due to Middle East issues, limiting PVC production from the VCM line.
Management refrained from providing full-year volume or margin guidance due to ongoing uncertainty and volatility.

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

FINX.NS - Finolex Industries Ltd
Q1 2027 Finolex Industries Ltd Earnings Call
Aug 07, 2026 / 10:30AM 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 Finolix Industries Limited Q1 FY27 Earnings Conference Call hosted by ICICI Securities Limited.

As a reminder, all participant clients 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 this conference call, please signal an operator by pressing then 0 on your touchtone phone.

I now hand the conference over to Mr. Arun Bait from ICICI Securities.

Thank you, and over to you, sir.

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Unidentified_2 [2]
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