What was AGI Greenpac's revenue in Q3 FY26?

AGI Greenpac reported revenue of ₹634 Cr in Q3 FY26, a — change year-over-year.

Did AGI Greenpac management deliver on previous promises?

Scorecard data is being built as historical quarters are processed.

AGI Greenpac Q3 FY26 Research Workspace: Revenue ₹634 Cr (—)

Q: What guidance did AGI Greenpac management give?

EBITDA margin guidance of 24-25% for next 12-18 months: Management reiterated EBITDA margin guidance of 24-25% (excluding non-operating income) for the next 12-18 months, assessed on an annualized basis.

2-Minute Summary

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AGI Greenpac reported Q3 FY26 revenue of ₹634 crore and EBITDA of ₹154 crore, with PAT at ₹71 crore including an exceptional item. Revenue improved sequentially but EBITDA margins declined due to muted volumes in beer segment from extended rains and pricing adjustments. Container glass volume was flat YoY but up 10% QoQ; specialty glass volume grew 13% YoY. Management maintained 24-25% EBITDA margin guidance for 12-18 months and expects Q4 to recover lost volumes. Key risks include raw material price volatility and potential equity dilution from a proposed QIP of up to ₹800 crore for capex. The company completed container glass debottlenecking ahead of schedule and is on track for specialty glass expansion by March 2026 and a greenfield plant by March 2027.

AGI Greenpac ने वित्त वर्ष 2026 की तीसरी तिमाही में 634 करोड़ रुपये की कमाई और 154 करोड़ रुपये का EBITDA दर्ज किया। मुनाफा 71 करोड़ रुपये रहा, जिसमें एक बार का खास लाभ शामिल है। पिछली तिमाही के मुकाबले कमाई बढ़ी, लेकिन बीयर सेगमेंट में लंबी बारिश और कीमतों में बदलाव के कारण मुनाफे की दर घट गई। कंटेनर ग्लास की बिक्री पिछले साल जैसी रही, लेकिन पिछली तिमाही से 10% बढ़ी। स्पेशलिटी ग्लास की बिक्री पिछले साल से 13% बढ़ी। कंपनी ने अगले 12-18 महीनों में 24-25% मुनाफा दर बनाए रखने का भरोसा दिया है और उम्मीद है कि चौथी तिमाही में घटी बिक्री वापस आएगी। जोखिमों में कच्चे माल की कीमतों में उतार-चढ़ाव और 800 करोड़ रुपये के नए फंड जुटाने से शेयरों की संख्या बढ़ना शामिल है। कंपनी ने कंटेनर ग्लास की क्षमता बढ़ाने का काम समय से पहले पूरा कर लिया है और मार्च 2026 तक स्पेशलिटी ग्लास का विस्तार तथा मार्च 2027 तक नया कारखाना शुरू करने की योजना है।

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Risk Intelligence

Equity dilution from QIP

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Quarter Snapshot

Container glass capacity utilization 95%

flat

Container glass plants operating at 95% utilization, reflecting strong demand and operational efficiency.

Specialty glass volume growth YoY 13%

+13% YoY

Specialty glass sales volume increased over 13% compared to Q3 FY25, driven by pharma and cosmetic demand.

Container glass sales realization decline YoY ₹1,050/ton

-₹1,050/ton YoY

Sales realization decreased by ₹1,050 per ton versus Q3 FY25 due to formula-based pricing adjustments.

Net debt ₹389 crore

+₹389 crore

Net debt stood at ₹389 crore as of Dec 31, 2025, partly due to delayed deliveries and inventory buildup.

Fast read

Guidance and risk preview

Top guidance EBITDA margin guidance of 24-25% for next 12-18 months

Management reiterated EBITDA margin guidance of 24-25% (excluding non-operating income) for the next 12-18 months, assessed on an annualized basis.

Top risk Equity dilution from QIP

Company has shareholder approval for QIP up to ₹800 crore; management did not commit to timing or pricing, raising dilution concerns for existing s...