CAPTAINPOLYPLAST / Q3-FY26 / claim-ledger

Audit the questions that mattered.

Captain Polyplast · Analyst questions, management answers, and the quality of the response where the ledger is available.

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PositiveQ3-FY26 · 2026-02-03Back to quarter ↗

Questions audited

Answered directly

75%

Numeric claims

Consistency

contradicted

Question ledger

What was answered, and how?

Vidi Prohit · HNI

direct

Growth outlook over next 2-3 years

in microgation segment we already have a existing presence and there we are targeting a growth of 25 percentage over next 3 years... in the solar APC segment we are targeting aggressive growth... after 3 years the mix of business will be 50/50

Vidi Prohit · HNI

partial

Current capacity and utilization across segments

all our manufacturing capacity is only targeted for micro irrigation segment... with existing two plants we can comfortably achieve a revenue of 400 crores for the microligation business alone

Nidita Jane · individual investor

direct

Is the new Ahmedabad unit operational?

it is not operational right now... it would be operational in the next month.

Nidita Jane · individual investor

direct

Products and margin profile of new plant revenue

in the first phase we are primarily targeting various accessories... which form around 5 to 10% of the value... we'll see an improvement in operating margin... expecting a margin improvement of around 1.5 percentage for microligation business

Nidita Jane · individual investor

direct

Full utilization timeline for Ahmedabad unit

It would be in FI28... first full year in FI27 and we are expecting full utilization to be achieved by FI28.

Nidita Jane · individual investor

partial

Number of solar pumps executed this quarter vs prior

we have just started this segment from September onwards... we do not have a year-on-year comparison... we have almost 1,500 plus orders... 60% of the work is executed

Mahay state · Vy Capital

partial

Current order book in EPC and contribution to revenue

for the solar pumps... total order wins of 1,500... 60%age is already executed... solar rooftop... no sizable order book... last year entire solar EPC vertical was 10%age of our total revenue

Mahay state · Vy Capital

evasive

How to measure micro irrigation performance

it depends on the need of the farmer... we design each and every system as per their requirement... there are multiple benefits and multiple studies

Mahay state · Vy Capital

evasive

KPIs and comparison to competitors like Jain Irrigation

there are no standard KPIs... the quality of product... is at par or better... we have imported manufacturing technology from Israel

Shakshi Sindi · Sha Consultancy Limited

direct

Capex plan for next two years

expected capex amount for this plant is 10 crores... 50%age already incurred... balance 50% would be incurred in the current quarter... no sizable capex planned at the moment

Shakshi Sindi · Sha Consultancy Limited

evasive

Expected margins for FY27

the margins which we have seen in the current quarter we will be able to sustain that in the coming quarters as well.

Puja Mishra · JK Capital

direct

Margin pressure or competitive pressure in solar EPC

in solar pumps... margins are comparatively higher... solar rooftop... margins are relatively lower... operating margins are in high single digits