DHABRIYAPOLYWOOD / Q4-FY26 / claim-ledger

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

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PositiveQ4-FY26 · 2026-05-15Back to quarter ↗

Questions audited

Answered directly

88%

Numeric claims

Consistency

contradicted

Question ledger

What was answered, and how?

Hershett Kadka · Robo Capital

direct

Revenue and margin breakup by segment (PVC/UPVC/modular)

84% revenue came from polymer based product PVC and UPVC and 16% around 43 crores came from modular furniture. EBITDA margin for polymer division was 16.6% and for modular furniture around 9%.

Hershett Kadka · Robo Capital

partial

Peak revenue from current capacity and timeline

with the existing capacity itself we can surely achieve more than 450 crores of revenue for the profile itself and that would be on 85% of the overall capacity utilization

Hershett Kadka · Robo Capital

direct

Sustainability of 20% EBITDA margin

we are quite confident that 20% plus EBITDA margin is sustainable in longer run also

Vishinder Singh · Prudent Equity

direct

Reason for shortfall in growth target

supplies were deferred for couple of the projects large projects especially in Maharashtra and one of the projects in Delhi and also from the buyer side they were having the order book but somehow the stays where our products are to be supplied especially the UPVC windows and doors that stays was deferred.

Vishinder Singh · Prudent Equity

direct

Capex bifurcation and capacity additions

WPC door is the first one which we have already executed and trial runs are happening. Second is WPC wall and ceiling panels extrusion planned for Q3 and Q4. Majorly aluminum windows and facade division for which we have already implemented for Bangalore unit and for Jaipur new factory site is under construction.

Vishinder Singh · Prudent Equity

direct

Revenue contribution from new capex in FY27

current financial year we are expecting around 15 crores of minimum contribution from WPC door and falsely wall paneling division and maybe somewhere around 40 crores from aluminum windows and facade division.

Kesha G · Countercyclical PMS

partial

Confidence in 30% CAGR growth going forward

we are looking for this new products mix which is our WPC doors and the facade division which we are going to add. These are the areas where big demand is there and less competition is there.

Kesha G · Countercyclical PMS

partial

Raw material price increase and price hikes taken

around 15 to 18% cost of raw material has already increased and considering all those factors we have already revised our prices three times in fact till 30th April itself.

Mahesh Atar · Daria Investment Advisor

direct

Fluted panel revenue in FY26 and margin profile of new capex

panel FY26 it was 54 crores and FY25 it was 38 crores. ... this is probably the same kind of the margin definitely not from the lower margin bracket.

Runit Kapoor · Invest Investments

direct

Volume growth expectation for FY27

from the volume side 20% we are optimistic that minimum 20% growth we have.

Madhurati · Countercyclical Investments

direct

Revenue potential and margin for aluminum windows division

in FY27 we are expecting a minimum 40 to 50 crores of revenue contribution from this new division. ... 20% EBITDA margin levels are normal for both.

Aditya J · Individual Investor

direct

Order book split and execution timeline

UPVC windows and doors approximately 84 crores, 34 crores modular furniture, remaining 56 crores for aluminum windows. Last year order book was 120-140 crores. Execution timeline 18 to 24 months.