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View Claim Ledger →Ddev Plastiks Industries Limited — Q3 FY26
Ddev Plastiks reported Q3 FY26 revenue of ₹733 crore (+11% YoY) with EBITDA margin of 11% and PAT of ₹48 crore (7% margin).
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Ddev Plastiks reported Q3 FY26 revenue of ₹733 crore (+11% YoY) with EBITDA margin of 11% and PAT of ₹48 crore (7% margin). Growth was driven by sustained demand in wire & cable and higher average selling prices. Exports grew to ₹196 crore (27% of revenue). Management announced a new BESS manufacturing venture with ₹150 crore capex for a 5 GWh plant, targeting ₹800-900 crore revenue per GWh. Existing capacity expanded to 2,68,400 MTPA with new HFR and PVC lines. Guidance: FY30 revenue target of ₹5,000 crore remains, with BESS contributing from H2 FY27. Risk: Working capital intensity in BESS and potential margin pressure from new entrants.
डीडेव प्लास्टिक्स ने तीसरी तिमाही में 733 करोड़ रुपये की कमाई की, जो पिछले साल से 11% ज्यादा है। कंपनी का मुनाफा 48 करोड़ रुपये रहा। तार और केबल की मांग बढ़ने और कीमतें ऊंची होने से यह ग्रोथ हुई। निर्यात बढ़कर 196 करोड़ रुपये हो गया। कंपनी ने बैटरी स्टोरेज (BESS) का नया कारोबार शुरू करने का ऐलान किया है, जिसमें 150 करोड़ रुपये का निवेश होगा। इससे हर यूनिट से 800-900 करोड़ रुपये की कमाई का लक्ष्य है। कंपनी का लक्ष्य 2030 तक 5,000 करोड़ रुपये की कमाई करना है। लेकिन नए कारोबार में ज्यादा पैसा फंसने और नई कंपनियों से मुकाबले का खतरा है।
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Risk Intelligence
Working capital intensity in BESS business
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Total Installed Capacity
2,68,400 MTPA
+30,000 MTPA QoQ
Capacity expanded with 5,000 MTPA HFR and 25,000 MTPA PVC lines commissioned.
Export Revenue (Q3)
₹196 Cr
+33% YoY (9M)
Exports grew strongly despite geopolitical challenges, now 27% of total revenue.
BESS Revenue Target (per GWh)
₹800-900 Cr
New segment
First GWh expected to contribute this revenue from FY28, with 5 GWh plant planned.
XLP Market Share
>33%
Stable
Ddev holds dominant share in XLP compounds, with global market growing to $61.42B by 2034.
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Guidance and risk preview
Management reaffirmed the target of ₹5,000 crore revenue by FY30, with 20-25% from exports, driven by core compounding business.
BESS business requires high working capital for procurement of cells and components, though management expects 60-75 day cycles initially.
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