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US tariff uncertainty
View Risks →Kanpur Plastipack Ltd — Q3 FY26
Kanpur Plastipack delivered a steady Q3 FY26 with total income of ₹195.2 crore (+19% YoY) and PAT of ₹9.2 crore (+23% YoY).
bullish
high
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2-Minute Summary
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Kanpur Plastipack delivered a steady Q3 FY26 with total income of ₹195.2 crore (+19% YoY) and PAT of ₹9.2 crore (+23% YoY). EBITDA margin held at 9.1%, supported by a favorable product mix shift toward higher-margin FIBC (12.5-13.5% margin) and disciplined cost management. Export volumes were 5,900 tons, with Europe contributing 62%. The company is executing a strategic pivot into premium polypropylene yarns and nonwoven technical textiles via a JV with Italy's Segma, targeting ₹20-25 crore revenue in FY27. A ₹99 crore capex plan includes 6,000-ton FIBC capacity expansion and a needle-punch nonwoven line. Risks include potential US tariff volatility (currently 25% vs. announced 18%) and slower-than-expected ramp-up of new ventures.
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Export Volume (Q3)
5,900 tons
-10% QoQ
Lower due to fewer working days and manpower availability during festive season.
FIBC Share of Manufacturing
54%
+26pp target
Management targets FIBC to reach 70-75% of manufacturing turnover over next few years.
Europe Export Share
62%
flat
Europe remains the largest market; EU FTA expected to boost competitiveness from next calendar year.
Repeat Customer Share
80-85%
stable
High repeat business provides revenue visibility and reduces volatility.
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Guidance and risk preview
Adding 6,000 tons of FIBC capacity at Unit 3 with a capex of ₹20 crore, targeting ~1,200 tons per year.
Although 18% tariff was announced, 25% is currently applied; any reversal could impact export competitiveness.
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