DDEVPLSTIK / Q3-FY26 / claim-ledger

Audit the questions that mattered.

Ddev Plastiks Industries · Analyst questions, management answers, and the quality of the response where the ledger is available.

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PositiveQ3-FY26 · 2026-01-15Back to quarter ↗

Questions audited

12

Answered directly

71%

Numeric claims

2

Consistency

contradicted

Question ledger

What was answered, and how?

Archana · IDVI Capital

partial

How to model BESS revenue and margins from H2 FY27 onwards?

we will start with in the second quarter, second half of this year and we expect the volume to be initially lower side... first gigawatt hour revenue to be around 800 to 900 crores... for this financial year... expected to be in the range of within 3 to 500 odd crores.

Archana · IDVI Capital

partial

What is the target capacity by 2030 and how to model?

our internal target is the less than 3 years we will achieve is our 5 gawatt hour... before 2030 we will achieve our 5 G our complete solution

Archana · IDVI Capital

direct

Who are current players in domestic BESS market?

few players is already enter like a JSW and page digit and other... on the ground level like us... we will be start our production from August onwards

Archana · IDVI Capital

evasive

Will the 5,000 cr revenue target be upgraded given BESS?

as of now this 5,000 is which we are projecting is from the existing line of business correct we are not giving any separate guidance for best project it will come in the following quarters

Archana · IDVI Capital

declined

What is the capex for FY28 BESS capacity?

everything is in pipeline the number and the details cannot be shared immediately but definitely you will see by next quarter

Bar · Ambit Asset Management

direct

Who are BESS customers and is it domestic or export?

Customer is decided two parts. One is government and one is the semi-government... we are targeting to directive with the 30 customer to sell our DC part... and we are targeting four to five government projects

Bar · Ambit Asset Management

direct

Is BESS working capital intensive and how many days?

we are looking towards 60 to 75 days at max to start with... when we will be tying up with the government agencies... then probably this will change

Bar · Ambit Asset Management

direct

Will domestic revenue growth pick up after US tariff resolution?

We are very confident that this growth should pick up now... we are getting clear signal from our customers that all uncertainties are behind us

Guru Daran · Kitara Capital

direct

Why did EBITDA margin decline despite volume growth?

I don't know how you're calculating the numbers but as for my calculation the IITA per ton has moved from last quarter by almost 150 plus rupees rather close to 180 rupees

Guru Daran · Kitara Capital

partial

How is management building execution capabilities for BESS?

we want to be a one-stop solution... getting into the battery energy storage sector... is also aligned and synergistic with the existing operations

Guru Daran · Kitara Capital

direct

What is expected ROC and payback period for BESS investment?

we expect that the payback will be in the range of 2 to 3 years of time for the capex whilst ROC we are expecting in high double digits in the range of 25 to 30%

Sakit Kapoor · Kapoor and Company

direct

How are BESS realizations fixed and what factors affect them?

today roughly 1 gawatt hour is being sold at roughly 950 odd crores we have considered a conservative turnover of 800 to 900 crores... based on prevailing lithium ion prices on the global market