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Latest filing: 2026-08-24 12:44
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9 announcements match the current filters (relevance ≥ 5).
Dhabriya Polywood Bags ₹4.78 Cr External Facade Order from Godrej Properties
Dhabriya Polywood Ltd has received a work order/LOI worth ₹4.78 crore (inclusive of GST) from Godrej Properties Ltd for external facade works. The project is located in Delhi NCR and is scheduled for execution over a period of 12 months in multiple tranches. The order represents approximately 1.8% of the company's TTM revenue of ₹271 crore, indicating regular business replenishment from marquee real estate developers.
Confidence: HIGH
What changedDhabriya Polywood secured a new ₹4.78 crore external facade contract from Godrej Properties Ltd for Delhi NCR.
Why it mattersAdds to the company's near-term order book and reinforces its relationship with established real estate developers like Godrej Properties.
Order value: ₹ 4.78 Crore (including GST)Execution timeline: 12 monthsOrder vs TTM revenue: ~1.8%
📅 Short termMarginally positive operational development confirming continuous order flow from residential/commercial developers.
📈 Long termLimited structural impact given the small deal size relative to annual revenue, but supports steady top-line growth if order wins continue.
⚠ Risk flags
- Execution delays or milestone sign-off dependencies from the client across the 12-month period.
Key Highlights
Received work order/LOI valued at ₹4.78 crore (including GST) from Godrej Properties Ltd.
Scope covers External Facade Works for a project located in Delhi NCR.
Execution timeline is spread over 12 months in various tranches.
Order size represents ~1.8% of TTM revenue of ₹271 crore.
👀 What to Watch
Track quarterly revenue progression and order book additions in upcoming quarterly filings to evaluate order inflow momentum from Tier-1 real estate developers.
₹13.10 Cr Order Win for UPVC and Aluminum Doors and Windows
Dhabriya Polywood Ltd has secured and enhanced work orders totaling ₹13.10 crore from a domestic Indian company. The contract involves the supply and installation of UPVC and Aluminum doors and windows. The order is divided into two segments: ₹10.63 crore to be executed over 18 months and ₹2.47 crore to be executed over 12 months. This cumulative order value represents approximately 4.96% of the company's TTM revenue of ₹264 crore.
Confidence: HIGH
What changedThe company received an enhancement of existing work orders and a new contract totaling ₹13.10 crore for its core product segment.
Why it mattersThis order provides steady revenue visibility for the next 1.5 years and confirms continued demand from domestic corporate clients for the company's specialized building products.
Total Order Value: ₹13.10 CrOrder vs TTM Revenue: ~4.96%Execution Period (Max): 18 monthsTTM Revenue: ₹264 Cr
📅 Short termThe announcement is likely to be viewed positively by the market as it adds to the order book, though the impact may be moderate given the order size relative to annual revenue.
📈 Long termThe order supports the company's growth trajectory in the plastic and aluminum products segment, contributing to its consistent revenue growth seen from FY25 to FY26.
⚠ Risk flags
- Client name not disclosed due to competitive sensitivity
- Execution risk over the 18-month delivery schedule
Key Highlights
Total order value of ₹13.10 crore including GST from a domestic entity.
Execution timeline of 18 months for the ₹10.63 crore portion.
Execution timeline of 12 months for the ₹2.47 crore portion.
Order value represents ~4.96% of the company's TTM revenue of ₹264 crore.
The scope includes both supply and installation of UPVC and Aluminum products.
👀 What to Watch
Investors should monitor the company's ability to maintain its 20.6% operating profit margin during the execution of these orders over the next 12-18 months.
Q1 FY27 PAT Up 35.4% to Rs 8.86 Cr; Record Order Book of Rs 200+ Cr
Dhabriya Polywood reported its highest-ever quarterly PAT of Rs 8.86 Cr for Q1 FY27, a 35.4% increase YoY, despite the quarter being seasonally light. Revenue grew 10% YoY to Rs 68.31 Cr, while EBITDA margins expanded significantly by 320 bps to 23.1% due to premiumization and a richer product mix. The company's project business order book stands at an all-time high of over Rs 200 Cr, which represents approximately 76% of its TTM revenue. Management indicated plans for increased capital expenditure for the second consecutive year to expand capacity and enter new product categories.
Confidence: HIGH
What changedThe company achieved record quarterly profitability and margin levels while building its largest-ever order book, shifting towards a more premium, specification-led product mix.
Why it mattersSignificant margin expansion to 23.1% suggests improved pricing power and operating leverage; the record order book provides high revenue visibility for the remainder of FY27.
Q1 FY27 PAT: Rs 8.86 CrEBITDA Margin: 23.1%Order Book: Rs 200+ CrOrder Book vs TTM Revenue: ~76%uPVC/PVC Segment Growth: 20% YoYEPS (Q1 FY27): Rs 8.18
📅 Short termThe stock may react positively to the record quarterly earnings and substantial margin expansion, which exceeded historical averages.
📈 Long termStructural improvement in margins and expansion into new categories like Aluminium Windows and WPC could lead to a re-rating if the company successfully executes its record order book.
⚠ Risk flags
🔬 Flagged for deeper Multibagger analysis — view briefs →
- Execution risk on the large project-based order book
- Potential raw material price volatility
- Working capital management as the company scales
Key Highlights
PAT increased 35.4% YoY to Rs 8.86 Cr, marking the highest quarterly profit in the company's history.
EBITDA margins expanded by 320 bps to 23.1%, driven by the uPVC/PVC segment which now contributes 89% of turnover.
Project business order book reached an all-time high of Rs 200+ Cr as of August 2026.
Revenue from operations grew 10.0% YoY to Rs 68.31 Cr, despite Q1 being a seasonally light quarter.
EPS for the quarter rose to Rs 8.18, up from Rs 6.04 in the same quarter previous year.
👀 What to Watch
Monitor the execution timeline of the Rs 200+ Cr order book and the commercialization of WPC doors and wall panels in Q2 FY27. Watch for details on the upcoming capex plan to understand the scale of capacity expansion.
35.4% PAT Growth in Q1 FY27; Record ₹200+ Cr Order Book and ₹100 Cr Capex Plan
Dhabriya Polywood reported its highest-ever quarterly PAT of ₹8.86 crore for Q1 FY27, representing a 35.4% increase year-on-year. EBITDA margins expanded significantly by 317 bps to 23.07%, driven by a strategic shift toward high-value products which now account for 89% of turnover. The company holds a record order book of ₹200+ crore, which is approximately 76% of its TTM revenue, providing strong visibility. Management is executing a ₹100 crore multi-year capex program and has guided for a 30% PAT CAGR over the medium term.
Confidence: HIGH
What changedThe company achieved record quarterly profitability and margin levels while securing its largest-ever order book, signaling a successful transition to high-margin products.
Why it mattersThe shift from commodity extrusion to high-value engineered solutions (89% of mix) structurally improves margins and reduces sensitivity to raw material price volatility, supporting a higher valuation multiple.
Q1 FY27 PAT: ₹8.86 CrEBITDA Margin: 23.07%Order Book: ₹200+ CrOrder Book vs TTM Revenue: ~76%Capex Program (FY26-28): ₹100 CrExtrusion Capacity: 27,600 MTPA
📅 Short termPositive sentiment is expected as the company delivered record profits and significant margin expansion during what is typically a seasonally light quarter.
📈 Long termThe company is on a structural growth path with a 30% PAT CAGR target, supported by capacity expansion and a shift toward specification-led premium building materials.
⚠ Risk flags
🔬 Flagged for deeper Multibagger analysis — view briefs →
- Execution risk on the ₹100 crore multi-year capex program
- Potential volatility in PVC resin prices affecting raw material costs
Key Highlights
Profit After Tax (PAT) reached an all-time high of ₹8.86 crore, up 35.4% YoY from ₹6.54 crore.
EBITDA margins expanded to 23.07% from 19.90% YoY, driven by premiumization of the product mix.
Order book stands at a record ₹200+ crore as of August 2026, the highest in the company's 34-year history.
Extrusion capacity has been upgraded to 27,600 MTPA from 24,000 MTPA in FY26.
CRISIL upgraded the company's credit rating to BBB+/Stable in July 2026.
👀 What to Watch
Monitor the commercial launch of the new WPC doors and panel lines in Q2 FY27 and track the execution of the ₹100 crore capex program through FY28.
35% YoY Profit Growth in Q1 FY27; Consolidated Revenue reaches ₹68.31 Cr
Dhabriya Polywood reported a strong 35.5% YoY increase in consolidated net profit to ₹8.86 cr for Q1 FY27, compared to ₹6.54 cr in Q1 FY26. Revenue from operations grew 10.2% YoY to ₹68.31 cr, representing approximately 26% of the TTM revenue of ₹264 cr. The company's consolidated EPS improved significantly to ₹8.18 from ₹6.04 in the year-ago period. Performance was bolstered by subsidiaries, with one unit alone contributing ₹24.01 cr to revenue and ₹5.43 cr to PAT.
Confidence: HIGH
What changedThe company has reported its Q1 FY27 financial results, showing a significant expansion in net profit margins despite moderate revenue growth.
Why it mattersThe results indicate strong operational efficiency and a high-margin contribution from subsidiaries, supporting the company's high ROCE of 26% and justifying recent market interest.
Consolidated Revenue (Q1 FY27): ₹68.31 crConsolidated PAT (Q1 FY27): ₹8.86 crYoY Profit Growth: 35.5%Q1 Revenue vs TTM Revenue: 25.9%Consolidated EPS: ₹8.18
📅 Short termThe stock is likely to react positively to the strong bottom-line growth and improved EPS, continuing the positive momentum seen over the last 6 months.
📈 Long termStructural growth in the UPVC and modular furniture segments, combined with the company's ability to scale subsidiary operations profitably, remains the key long-term driver.
⚠ Risk flags
- Raw material costs account for ~47% of revenue, making margins sensitive to polymer price fluctuations
- Significant portion of profit is derived from a single subsidiary
Key Highlights
Consolidated Net Profit increased 35.5% YoY to ₹8.86 cr from ₹6.54 cr.
Revenue from operations grew 10.2% YoY to ₹68.31 cr from ₹62.00 cr.
Consolidated EPS rose to ₹8.18 for the quarter, up from ₹6.04 YoY.
One subsidiary contributed ₹24.01 cr in revenue and ₹5.43 cr in PAT to the consolidated results.
Profit before tax (PBT) stood at ₹11.90 cr, reflecting a PBT margin of 17.4%.
👀 What to Watch
Investors should monitor the growth trajectory of the modular furniture and building systems subsidiaries, which are driving a significant portion of consolidated profits. Watch for the upcoming 34th Annual General Meeting for management commentary on demand outlook in the industrial plastic products segment.
35% PAT Growth in Q1 FY27; Consolidated Revenue up 10% YoY to ₹68.3 Cr
Dhabriya Polywood reported a strong start to FY27 with consolidated net profit rising 35.5% YoY to ₹8.86 Cr. Revenue from operations grew 10.2% YoY to ₹68.31 Cr, while Profit Before Tax (PBT) margins improved significantly to 17.4% from 14.2% in the year-ago period. A major portion of the performance was driven by subsidiaries, which contributed ₹24.01 Cr to the consolidated revenue. The company maintained steady sequential performance compared to Q4 FY26 revenue of ₹69.74 Cr.
Confidence: HIGH
What changedThe company released its unaudited financial results for Q1 FY27, showing significant profit growth and margin expansion compared to the previous year.
Why it mattersThe 35% profit growth on 10% revenue growth indicates strong operational leverage and potentially a shift toward higher-margin products like uPVC windows and doors.
Consolidated Revenue (Q1 FY27): ₹68.31 CrConsolidated PAT (Q1 FY27): ₹8.86 CrYoY PAT Growth: 35.5%Subsidiary Revenue Contribution: ₹24.01 CrQ1 Revenue vs TTM Revenue: 25.8%
📅 Short termThe stock may see positive momentum in the short term as the profit growth significantly outpaced revenue growth, indicating efficiency gains.
📈 Long termThe company is demonstrating consistent scaling in the building materials segment, with subsidiaries becoming major profit drivers. Long-term value depends on maintaining these 20%+ operating margins.
⚠ Risk flags
- High dependence on subsidiary performance
- Raw material price volatility in the plastics/PVC segment
Key Highlights
Consolidated Net Profit increased by 35.5% YoY to ₹8.86 Cr in Q1 FY27
Consolidated Revenue from Operations grew 10.2% YoY to ₹68.31 Cr
Consolidated EPS rose to ₹8.18 from ₹6.04 in the same quarter last year
One subsidiary alone contributed ₹24.01 Cr in revenue and ₹5.43 Cr in net profit
Total expenses were contained at ₹56.55 Cr, up only 5.9% despite 10.2% revenue growth
👀 What to Watch
Investors should monitor the sustainability of the improved margins and the growth trajectory of the modular furniture and profiles subsidiaries, which are increasingly contributing to the bottom line.
5.56% Stake Acquired by Abakkus Venture Opportunities Fund via Open Market
Abakkus Venture Opportunities Fund, a scheme of India - Ahead Venture Trust, has acquired a 5.56% stake in Dhabriya Polywood Ltd. The acquisition involved 6,01,341 equity shares purchased through the open market on July 23, 2026. This represents a significant institutional entry into the company, which has a market capitalization of approximately Rs 513 crore. The fund has stated the investment is for investment purposes and not for seeking controlling interest.
Confidence: HIGH
What changedAbakkus Venture Opportunities Fund has crossed the 5% threshold, becoming a significant non-promoter shareholder in Dhabriya Polywood.
Why it mattersInstitutional validation from a prominent fund manager like Abakkus often improves market sentiment and visibility for small-cap companies, potentially leading to a valuation re-rating if fundamentals remain strong.
Shares Acquired: 6,01,341Stake Percentage: 5.56%Total Equity Shares: 1,08,24,245Acquisition Date: July 23, 2026Market Cap: Rs 513 Cr
📅 Short termThe entry of a well-known institutional investor is likely to create positive sentiment and potentially increase trading liquidity in the short term.
📈 Long termIncreased institutional presence can lead to better corporate visibility; however, long-term performance will depend on the company's ability to maintain its high ROCE (26%) and OPM (20.6%).
⚠ Risk flags
- Open market acquisitions can be reversed easily, leading to potential volatility if the fund exits.
Key Highlights
Acquisition of 6,01,341 equity shares on July 23, 2026
Total stake acquired represents 5.56% of the company's voting capital
Acquisition conducted through the open market route
The acquirer is a SEBI registered Category I Alternative Investment Fund (AIF)
👀 What to Watch
Monitor the upcoming quarterly shareholding patterns to see if this institutional entry triggers further interest from other funds or if the holding is increased.
₹ 18.59 Cr Order Win for Aluminum Doors and Windows
Dhabriya Polywood has secured a domestic work order worth ₹ 18.59 crore for the supply and installation of aluminum doors and windows. The order, awarded by an undisclosed Indian company, represents approximately 7.04% of the company's TTM revenue of ₹ 264 crore. The project is scheduled for completion within 11.4 months in various tranches. This win provides steady revenue visibility for the upcoming fiscal year and reinforces the company's presence in the building materials segment.
Confidence: HIGH
What changedThe company has bagged a new domestic contract for aluminum products, adding ₹ 18.59 crore to its order book.
Why it mattersThis order provides revenue visibility for the next four quarters and demonstrates the company's ability to win contracts in the competitive aluminum doors and windows market.
Order value: ₹ 18.59 CrExecution period: 11.4 monthsOrder vs TTM Revenue: ~7.04%TTM Revenue: ₹ 264 CrMarket Cap: ₹ 427 Cr
📅 Short termPositive sentiment is expected as the order adds to the top-line visibility for the current and next fiscal years.
📈 Long termContinued wins in the aluminum segment could help diversify the product mix beyond traditional polywood products, though the scale remains modest relative to total revenue.
⚠ Risk flags
- Client name not disclosed for competitive reasons
- Execution risk within the 11.4-month timeline
Key Highlights
Total order value of ₹ 18.59 crore including GST
Execution timeline set at 11.4 months in various tranches
Order represents ~7.04% of the TTM revenue of ₹ 264 crore
Scope involves both supply and installation of Aluminum Door and Windows
👀 What to Watch
Monitor the execution timeline in upcoming quarterly results and watch for any margin impact as the company executes this aluminum-segment contract.
CRISIL Upgrades Dhabriya Polywood to 'BBB+/Stable' on 450 bps Margin Expansion
CRISIL has upgraded Dhabriya Polywood's long-term credit rating to 'CRISIL BBB+/Stable' from 'CRISIL BBB/Stable' for its Rs 35 crore bank facilities. The upgrade follows a strong FY26 performance where EBITDA margins expanded significantly by ~450 bps to 20.6%, driven by high-value products like fluted panels and aluminium facades. Revenue grew to Rs 264.5 crore in FY26 from Rs 235.1 crore in FY25, while PAT increased to Rs 30.14 crore. The company maintains a healthy financial risk profile with low gearing of 0.59x and robust interest coverage of 9.8x.
Confidence: HIGH
What changedCRISIL upgraded the credit rating for Rs 35 crore of bank facilities to BBB+/Stable from BBB/Stable.
Why it mattersAn upgraded rating typically leads to lower borrowing costs and reflects improved operational efficiency and financial stability, specifically the successful shift toward higher-margin products.
Rating Upgrade: BBB/Stable to BBB+/StableFY26 Revenue: Rs 264.5 croreEBITDA Margin Improvement: ~450 bpsInterest Coverage: 9.8 timesGearing Ratio: 0.59 timesBank Facility Amount: Rs 35 crore
📅 Short termPositive sentiment is expected due to the rating upgrade and strong FY26 financial performance disclosed in the rationale.
📈 Long termStructural improvement in margins through product premiumization (fluted panels, aluminium facades) suggests a stronger business moat over the coming years.
⚠ Risk flags
- Volatility in raw material prices (50-55% of costs)
- Cyclicality of the real estate sector
Key Highlights
EBITDA margin improved by ~450 bps to 20.6% in FY26 from 16.0% in FY25
Revenue increased to Rs 264.5 crore in FY26 from Rs 235.1 crore in FY25
Reported PAT grew to Rs 30.14 crore in FY26, up from Rs 18.70 crore in FY25
Interest coverage ratio remains robust at 9.8 times for fiscal 2026
Tangible networth stood at approximately Rs 130 crore as of March 31, 2026
👀 What to Watch
Monitor the sustainability of the 20%+ EBITDA margins as the company scales its high-value product portfolio. Watch for any significant fluctuations in raw material prices (uPVC/PVC resin) which constitute 50-55% of sales costs.
