Ddev Plastiks Share: Q3 Mein **17%** Revenue Badha, Company Ab BESS Sector Mein Bhi Utar Gayi!

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AuthorAarav Shah|Published at:
Ddev Plastiks Share: Q3 Mein **17%** Revenue Badha, Company Ab BESS Sector Mein Bhi Utar Gayi!
Overview

Yaar, Ddev Plastiks ke liye Q3 FY26 waqai zabardast raha! Inki revenue **17%** badhkar **₹733 Cr** ho gayi, mainly PVC compounds ki achhi demand ke chalte. Aur suno, company ab ekdum naye sector mein bhi kadam rakh rahi hai – Battery Energy Storage Systems (BESS) banane jaa rahi hai, jismein **₹150-200 Cr** tak ka investment hoga.

Numbers Bolo! Kya Chal Raha Hai?

Dekho, Ddev Plastiks Industries ka Q3 FY26 ka performance ekdum zabardast raha hai. Inki revenue 17% jump karke ₹733 Cr par pahunch gayi, aur yeh growth mainly PVC compounds ki mazboot demand se aaya hai. EBITDA mein bhi 13% ka izafa hua hai, jo ₹80 Cr ho gaya hai, aur EBITDA margin 11% maintain kiya hai. Profit After Tax (PAT) bhi 11% badhkar ₹48 Cr tak pahunch gaya, jiska margin 7% raha.

Agar pichhle 9 mahine (9MFY26) ki baat karein, toh revenue 17% growth ke saath ₹2,182 Cr ho gaya. EBITDA 13% badhkar ₹234 Cr ( 11% margin) aur PAT 11% badhkar ₹147 Cr ( 7% margin) raha. Aur exports toh kamaal hi kar gaye, 33% upar gaye hain!

Balance Sheet Bhi Solid Hai Boss!

Company ki financial health bhi ekdum fit hai. Pichhle FY24 Q4 se yeh log net debt-free hain aur isko maintain karne ka plan hai. Inki net worth ₹392 Cr (FY22) se lekar ₹835 Cr (FY25) tak badh gayi hai. Profitability ratios bhi improve hue hain, Return on Equity (ROE) 32% aur Return on Capital Employed (ROCE) 22% hai FY25 mein. Matlab paisa achha bana rahe hain.

Ab Nayi Field Mein Entry: BESS Manufacturing!

Sabse interesting move yeh hai ki Ddev Plastiks ab Battery Energy Storage Systems (BESS) banane mein bhi utar gayi hai. Iska Phase 1 plan hai, jismein yeh 5 GWh ka assembly plant laga rahe hain. Yeh Q3 FY27 tak ready ho jayega. Is bade project ke liye lagbhag ₹150-200 Cr ka investment kiya jayega, aur yeh sara paisa company apne internal accruals se hi arrange karegi. Yeh BESS sector renewable energy ko support karne ke liye bahut important hai, toh future ke liye ek solid strategy hai.

Capacity Badha Rahe Hain Aur R&D Bhi Chalu Hai!

Operational side par bhi kaam ho raha hai. Q3 FY26 mein 30,000 MTPA ki extra capacity add ki gayi hai – 25,000 MT PVC ke liye aur 5,000 MT HFFR ke liye. Management ne yeh bhi kaha hai ki XLPE compounds mein bhi further expansion plans hain, jismein company ka kafi market share hai. Woh log high-voltage PE compounds par bhi R&D kar rahe hain, taaki 132 KV tak ke cables ke liye compound bana sakein, aur agla target 220 KV tak ka hai. Current installed capacity 2,68,400 MTPA hai December 2025 tak.

Risks Aur Future Ka Outlook Kya Hai?

Ek chhota sa point yeh hai ki US tariffs ki wajah se HFFR sales par thoda asar pada hai, kyuki demand kam hui hai. Lekin company ka overall business diversified hai, toh iska impact limited rahega. Future mein, company kaafi strong position mein lag rahi hai. Financial stability aur capacity expansion ke saath, BESS sector mein entry ek bada game-changer ho sakti hai. Capex future mein bhi internal accruals se hi fund hoga, toh debt-free status maintain rahega. Overall, ek solid outlook dikh raha hai.

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