Q1-FY27 · Manish Diwan
Going forward, our focus remains on expanding manufacturing capacity, strengthening our product portfolio, improving operational efficiencies and leveraging opportunities across industrial and packaging segments.
MITSUCHEMPLAST / language trends
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Mitsu Chem Plast · tone and specificity signals across the available quarters.
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Language signals
What changed in management language.
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Q1-FY27 · Manish Diwan
I think the capacity expansion announcement of 3,550 metric ton per annum was made last week and we expect to be in line with the ₹1,000 crore target for FY28.
Q3-FY26 · Manish Daga
So I think 8 to 10% is a quite reasonable amount because we have both mix commodity and niche item. So I think 8 to 10% is quite accepted but we are always trying for the new innovation things because we have also a niche product.
Q3-FY26 · Manish Daga
I think your calculation is perfect right? Yes, definitely. But in plastics always we have to go with the major machinery. All the current plants are saturated right now. So we can't expand too much in the same premises. So obviously we have to go for expansion.
Q3-FY26 · Manish Daga
I think the FY28 guidance looks little unrealistic. So sir maybe you could come up with more clearer path to that 1,000 cr. We'll try to, I think it's a good suggestion and we'll try to do that.
Q4-FY26 · Manish Dia
I think 10% [EBITDA margin] is sustainable very, very sustainable so minimum 10% will sustain... we will make sure that minimum 10% plus margin should be there.
Q4-FY26 · Manish Dia
What I said last war situation had become 40% [HDPE price increase]. And now it is 30%. It cannot remain 30%. So it will definitely come within one or two months, it will normalize.
Q4-FY26 · Manish Dia
We are targeting around 30% growth [for FY27]. This revenue growth is not significant increase because of rate increase... we are talking on the same volume only.