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Latest filing: 2026-08-13 11:18
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15 announcements match the current filters (relevance ≥ 5).
₹161 Cr Revenue in Q1 FY27; All Time Plastics Scales US Share to 19% and Bamboo Vertical
All Time Plastics reported a 10.5% sequential revenue growth to ₹161 cr in Q1 FY27, despite a 240 bps gross margin compression to 39.5% due to a 40-50% spike in polymer prices. The company is successfully diversifying its geographic risk, with US revenue contribution rising to 19% from 12% in FY26. A new bamboo-based product vertical in Guwahati is on track for Q4 FY27 commencement, supported by a 75,000 sq ft facility. Management targets 75% capacity utilization for FY27, up from the current 64.9% on a 41,000 MT base.
Confidence: HIGH
What changedThe company is shifting its revenue mix toward the US (19%) and domestic (16%) markets while preparing to launch a sustainable bamboo product line to reduce reliance on plastic.
Why it mattersThis diversification reduces extreme reliance on IKEA (historically 58% of sales) and provides a hedge against plastic-related regulatory risks through the bamboo vertical.
Q1 FY27 Revenue: ₹161 crUS Revenue Share: 19%Polymer Price Increase: 40% to 50%New Capacity Addition: 1,500 tonsBamboo Capacity: 3,000 cubic meters
📅 Short termMargin pressure may persist until the price pass-through mechanism fully reflects in Q2 FY27; however, volume growth remains healthy at 25% QoQ.
📈 Long termStructural shift towards a diversified product (Bamboo) and geographic (US/India) mix could improve valuation multiples and reduce client concentration risks.
⚠ Risk flags
🔬 Flagged for deeper Multibagger analysis — view briefs →
- High customer concentration (IKEA)
- Raw material (polymer) price volatility
- Geopolitical disruptions to shipping timelines
Key Highlights
Revenue grew 10.5% QoQ to ₹161 cr, while polymer processing volume rose 25% to 6,323 MT.
Gross margins compressed by 240 bps to 39.5% due to raw material costs increasing 40-50% amid West Asia crises.
US market contribution increased to 19% of revenue, up from 12% in FY26, despite the tariff environment.
Ordered 14 new injection moulding machines to add 1,500 tons capacity by Q4 FY27.
Bamboo facility in Guwahati (3,000 cubic meters capacity) to start commercial production in Q4 FY27.
👀 What to Watch
Monitor the stabilization of polymer prices and the successful commissioning of the bamboo facility in Q4 FY27. Watch for the conversion of the 'significant opportunity' mentioned in the US market which could further diversify the client base.
Rs 161 Cr Q1 Revenue: All Time Plastics Reports 10.5% QoQ Growth and 65% Capacity Utilization
All Time Plastics reported a sequential revenue growth of 10.5% to Rs 161.1 cr in Q1 FY27, despite margin pressure from rising polymer prices. Capacity utilization improved significantly to 65% from 52% in the previous quarter, with volumes processed up 25% QoQ to 6,323 MT. While EBITDA margins contracted to 14.3% due to input cost spikes, the company has passed on price increases to domestic and most export clients. Management is targeting 75% utilization for FY27 and is expanding capacity by 1,500 tons in Q4 FY27.
Confidence: HIGH
What changedThe company successfully navigated a period of high polymer prices and logistics disruptions to post sequential growth and improved utilization.
Why it mattersDemonstrates operational resilience and the ability to pass on costs to a concentrated client base, with IKEA accounting for 58% of sales.
Q1 Revenue: Rs 161.1 crQoQ Volume Growth: 25%Capacity Utilization: 65%EBITDA Margin: 14.3%Debt-to-Equity: 0.14
📅 Short termPositive sentiment likely due to strong volume recovery and sequential PAT growth of 28.8% despite margin compression.
📈 Long termStructural growth depends on reducing client concentration and the success of the new bamboo-based product diversification to balance the 84% export reliance.
⚠ Risk flags
🔬 Flagged for deeper Multibagger analysis — view briefs →
- High client concentration (IKEA 58%)
- Raw material (polymer) price volatility linked to crude oil
- Geopolitical risks affecting export logistics
Key Highlights
Revenue grew 10.5% QoQ to Rs 161.1 cr, while volumes processed increased 25% to 6,323 MT
Capacity utilization rose to 65% in Q1 FY27 from 52% in Q4 FY26
Debt-to-Equity ratio improved to 0.14 from 0.64 YoY following the IPO
Ordered 14 new machines to add 1,500 tons of incremental capacity in Q4 FY27
Bamboo-based product line at Guwahati facility expected to start commercial contribution in Q4 FY27
👀 What to Watch
Monitor the stabilization of EBITDA margins as price pass-throughs complete and track the commercialization of the new bamboo product line in Q4 FY27.
₹161.06 Cr Q1 Revenue: All Time Plastics Reports 8.5% YoY Profit Decline; Appoints New Management
All Time Plastics reported a marginal 1.95% YoY revenue growth to ₹161.06 cr for Q1 FY27. However, net profit for the quarter declined by 8.47% YoY to ₹11.72 cr, primarily due to higher material costs which rose to ₹103.46 cr. The company still holds ₹83.27 cr in unutilized IPO proceeds, largely earmarked for machinery and automation at its Manekpur facility. Additionally, the board formalized the appointment of two family members, Akshay Shah and Dhvanit Shah, as Senior Management Personnel.
Confidence: HIGH
What changedThe company reported its first-quarter financial results for FY27 and formally designated two existing executives as Senior Management Personnel.
Why it mattersThe results show a slight margin squeeze despite stable revenues, highlighting the impact of raw material costs. The unutilized IPO funds indicate that significant capacity expansion is still in the pipeline.
Revenue (Q1 FY27): ₹161.06 crNet Profit (Q1 FY27): ₹11.72 crUnutilized IPO Proceeds: ₹83.27 crYoY Revenue Growth: 1.95%YoY PAT Change: -8.47%
📅 Short termThe stock may see neutral to slightly negative pressure due to the decline in quarterly profits and EPS (₹1.83 vs ₹2.44 YoY).
📈 Long termLong-term growth depends on the successful ramp-up of the Manekpur and Guwahati plants and reducing the 58% revenue concentration from IKEA.
⚠ Risk flags
- High client concentration (IKEA accounts for 58% of sales)
- Raw material price volatility (polymer costs linked to crude oil)
- Related-party management appointments
Key Highlights
Revenue from operations reached ₹161.06 cr in Q1 FY27 compared to ₹157.98 cr in Q1 FY26.
Net profit attributable to owners fell to ₹11.72 cr from ₹12.81 cr in the same period last year.
Unutilized IPO proceeds stand at ₹83.27 cr as of June 30, 2026, intended for Manekpur facility equipment.
Cost of materials consumed increased by 5.5% YoY to ₹103.46 cr, impacting margins.
Two internal appointments to Senior Management Personnel (SMP) effective August 05, 2026.
👀 What to Watch
Monitor the execution timeline for the Manekpur facility expansion and the utilization of the remaining ₹83.27 cr IPO funds. Investors should also track the progress of the bamboo-based product pilot to see if it successfully diversifies the revenue base away from IKEA (58% concentration).
Q1 Revenue grows 2% YoY to ₹161.06 cr; ₹83.27 cr IPO funds remaining for expansion
All Time Plastics reported a marginal 1.95% YoY revenue growth to ₹161.06 cr for Q1 FY27, while consolidated net profit declined 6.6% YoY to ₹11.96 cr. Sequentially, the performance showed a strong recovery with revenue up 10.5% and profit up 28% compared to the preceding quarter (Q4 FY26). The company maintains a healthy balance sheet with ₹83.27 cr of unutilized IPO proceeds earmarked for machinery and automation at the Manekpur facility. Two internal family members, Akshay and Dhvanit Shah, were formally designated as Senior Management Personnel to oversee supply chain and strategy.
Confidence: HIGH
What changedThe company reported its first-quarter financial results for FY27 and formalized the roles of two senior management personnel.
Why it mattersThe results demonstrate steady revenue but highlight a slight margin compression YoY; the successful ramp-up of new facilities is critical to reducing the 58% revenue reliance on IKEA.
Revenue (Q1 FY27): ₹161.06 crNet Profit (Q1 FY27): ₹11.96 crUnutilized IPO Funds: ₹83.27 crYoY Revenue Growth: 1.95%QoQ Revenue Growth: 10.5%
📅 Short termThe stock may see neutral to slightly cautious movement due to the YoY profit dip, though the sequential (QoQ) improvement provides a positive offset.
📈 Long termStructural growth depends on the successful execution of the Bamboo-based product line and capacity expansion at Manekpur and Guwahati to diversify the client base.
⚠ Risk flags
- High customer concentration (IKEA accounts for 58% of sales)
- Raw material price volatility linked to crude oil prices
- High reliance on international markets (90% of revenue)
Key Highlights
Revenue from operations stood at ₹161.06 cr in Q1 FY27, compared to ₹157.98 cr in Q1 FY26.
Consolidated net profit for the quarter was ₹11.96 cr, a decline from ₹12.81 cr in the year-ago period.
Unutilized IPO proceeds of ₹83.27 cr are currently held in fixed deposits, intended for the Manekpur facility expansion.
Earnings Per Share (EPS) for the quarter was ₹1.83, down from ₹2.44 in Q1 FY26 due to equity dilution post-IPO.
Total comprehensive income for the period attributable to owners was ₹11.70 cr.
👀 What to Watch
Investors should monitor the timeline for the deployment of the remaining ₹83.27 cr IPO funds into the Manekpur facility, as this capacity is essential to meet the company's 22% growth target.
All Time Plastics FY26 Revenue Up 9.4% to ₹610.4 Cr; PAT Declines to ₹35.6 Cr Amid Macro Headwinds
All Time Plastics reported a 9.4% YoY revenue growth for FY26 reaching ₹610.4 crores, although Q4 revenue dipped slightly to ₹145.8 crores due to West Asia geopolitical disruptions. Full-year PAT declined to ₹35.6 crores from ₹47.3 crores in FY25, impacted by higher depreciation and fixed costs from the Khatalwada expansion. Despite macro challenges, gross margins improved to 41.9% in Q4, and operating cash flow more than doubled to ₹86.3 crores. The company is aggressively expanding into bamboo products with a new 75,000 sq. ft. facility in Guwahati.
Key Highlights
Full-year revenue grew 9.4% to ₹610.4 crores, while Q4 gross margins improved to 41.9% from 39.1% YoY.
Operating cash flow (OCF) surged to ₹86.3 crores in FY26, more than double the ₹39.4 crores in FY25.
Total installed capacity reached 39,000 TPA as of March 2026, with a long-term target of 52,500 TPA.
Bamboo initiative progressing with a new facility in Guwahati (3,000 cubic meters/annum capacity) and machinery orders placed.
Export markets remain dominant with Europe at 58% of revenue, while IKEA contributed approximately 55% to Q4 sales.
👀 What to Watch
Investors should monitor the utilization levels of the newly commissioned Khatalwada capacity and the commercial ramp-up of the bamboo segment in FY27. While PAT is currently pressured by expansion costs, the strong operating cash flow and improving domestic mix are positive long-term indicators.
All Time Plastics FY26 Revenue Up 9.4% to ₹610 Cr; PAT Drops 24.7% Amid Supply Chain Issues
All Time Plastics reported a 9.4% YoY revenue growth to ₹610.4 Cr for FY26, though PAT declined 24.7% to ₹35.6 Cr due to West Asia conflict-related logistics disruptions and higher input costs. Q4FY26 revenue was nearly flat at ₹145.8 Cr, but gross margins improved to 41.9% from 39.1% YoY, aided by a better domestic product mix. The company significantly deleveraged its balance sheet, reducing its Debt-to-Equity ratio from 0.88 to 0.13 following its IPO. Management expects utilization to improve as the new Khatalwada plant ramps up and the bamboo division commences operations.
Key Highlights
FY26 Revenue increased 9.4% YoY to ₹610.4 Cr, while FY26 PAT fell 24.7% to ₹35.6 Cr.
Debt-to-Equity ratio improved significantly to 0.13 from 0.88 in the previous year post-IPO.
Q4FY26 Gross Margins expanded to 41.9% from 39.1% YoY despite logistical headwinds.
Capacity utilization dropped to 52% in Q4FY26 from 87% YoY due to new capacity additions at the Khatalwada plant.
Domestic revenue share increased to 18% in Q4FY26 compared to 14% in Q4FY25.
👀 What to Watch
Investors should monitor the capacity utilization levels at the new Khatalwada plant and the commercial rollout of the bamboo division as key triggers for margin recovery. While the debt reduction is a major positive, the company's high export exposure makes it sensitive to ongoing global supply chain disruptions.
All Time Plastics FY26 Results: No Dividend Declared; Auditors Re-appointed for 5-Year Term
All Time Plastics Limited has approved its audited financial results for FY26 with an unmodified audit opinion from Walker Chandiok & Co LLP. The Board has decided not to declare a dividend for the financial year 2025-26, citing a need to conserve resources for future growth and ongoing investment requirements. Key governance decisions include the re-appointment of Walker Chandiok & Co LLP as Statutory Auditors for five years and Aneja Assurance Private Limited as Internal Auditors. The company also confirmed its status as a non-large corporate with outstanding borrowings of ₹76.92 Crores and a CRISIL A/Stable credit rating.
Key Highlights
Board opted not to recommend a dividend for FY 2025-26 to fund future expansion and conserve cash.
Walker Chandiok & Co LLP re-appointed as Statutory Auditors for a consecutive 5-year term.
Total outstanding borrowings reported at ₹76.92 Crores as of March 31, 2026.
Company maintains a CRISIL A/Stable credit rating as of the previous financial year.
Statutory auditors issued an unmodified opinion on both standalone and consolidated annual financial results.
👀 What to Watch
Investors should analyze the full financial results to assess if the decision to skip dividends is justified by strong growth prospects. The continuity of a top-tier auditing firm is a positive sign for corporate governance.
All Time Plastics FY26 Results: Board Skips Dividend to Fund Future Growth
All Time Plastics Limited has approved its audited financial results for the fiscal year ended March 31, 2026, with an unmodified audit opinion. The Board has decided not to declare a dividend for FY26, citing the need to conserve resources for future growth and ongoing investment requirements. The company reported outstanding borrowings of ₹76.92 Crores and maintains a 'Crisil A/Stable' credit rating. Additionally, Walker Chandiok & Co LLP has been re-appointed as Statutory Auditors for a five-year term.
Key Highlights
Board decided against declaring a dividend for FY26 to prioritize resource conservation for growth.
Walker Chandiok & Co LLP re-appointed as Statutory Auditors for a five-year term starting from the 26th AGM.
Total outstanding borrowings stood at ₹76.92 Crores as of March 31, 2026.
Maintained a 'Crisil A/Stable' credit rating, indicating a healthy financial profile.
Aneja Assurance Private Limited re-appointed as Internal Auditors for the financial year 2026-27.
👀 What to Watch
Investors should monitor the company's upcoming capital expenditure plans as the decision to skip dividends suggests significant internal reinvestment for expansion. The retention of top-tier auditors and a stable credit rating provide comfort regarding corporate governance.
All Time Plastics Faces Supply Chain Disruptions and Margin Pressure Due to West Asia Conflict
All Time Plastics has reported operational delays caused by geopolitical tensions in West Asia and a government directive prioritizing LPG over petrochemicals. These factors have led to raw material shortages, increased freight costs, and the deferment of confirmed customer orders. Consequently, the company expects sales to spill over into future periods and anticipates near-term margin pressure from higher input costs. Management is actively seeking alternate sourcing and expects supply conditions to improve in the coming weeks.
Key Highlights
Government mandate under Essential Commodities Act prioritizes LPG production over petrochemical raw materials.
West Asia conflict has disrupted global shipping channels, leading to higher freight costs and delivery delays.
Healthy product demand persists, but execution is hampered, causing sales to spill over to subsequent periods.
Elevated raw material prices are likely to compress profit margins in the immediate term.
Management is implementing mitigation strategies including alternate sourcing and inventory optimization.
👀 What to Watch
Investors should brace for potential earnings volatility in the next quarter due to margin compression and delayed revenue recognition. Monitor the situation for signs of supply chain normalization before increasing exposure.
CRISIL Upgrades All Time Plastics Long-Term Rating to 'A/Stable' for Rs 265 Cr Facilities
CRISIL Ratings has upgraded the long-term credit rating of All Time Plastics Limited from 'CRISIL A-/Positive' to 'CRISIL A/Stable'. This upgrade applies to the company's total bank loan facilities worth Rs. 265 Crores. The revision reflects an improvement in the company's credit profile and financial stability. A higher rating typically suggests better borrowing terms and lower credit risk for the company.
Key Highlights
Long-term rating upgraded from 'CRISIL A-/Positive' to 'CRISIL A/Stable'
Total bank loan facilities rated amount to Rs. 265 Crores
Outlook revised from 'Positive' to 'Stable' following the rating upgrade
The upgrade indicates improved creditworthiness and financial health of the company
👀 What to Watch
Investors should view this as a positive sign of financial discipline and reduced risk. Monitor if this leads to lower interest costs in future financial statements.
All Time Plastics Q3 FY26: PAT Doubles QoQ to ₹9.2 Cr; Revenue Up 8.1% to ₹159 Cr
All Time Plastics reported a strong sequential recovery in Q3 FY26, with revenue growing 8.1% QoQ to ₹159.3 crores and PAT surging 117% QoQ to ₹9.2 crores. While YoY profitability declined due to expansion-related fixed costs and a ₹4.4 crore exceptional labor code provision, margins showed significant improvement with EBITDA margin rising to 14.7% from 11% in Q2. The company is aggressively expanding its Khatalwada facility, targeting a total capacity of 52,500 MT by FY27 to capitalize on the China-plus-one strategy. Exports remain the primary driver, contributing nearly 84% of total revenue.
Key Highlights
Revenue grew 8.1% QoQ to ₹159.3 crores, driven by improved order traction in core export markets like Europe and the US.
EBITDA increased 44.3% sequentially to ₹23.5 crores, reflecting strong operating leverage as new capacity begins to absorb fixed costs.
Total installed capacity reached 39,000 MT as of Dec 2025, with a target of 52,500 MT by FY27.
Profitability was impacted by a one-time exceptional provision of ₹4.4 crores related to the implementation of the new labor code.
Exports continue to dominate the mix at 83.9% of revenue, with Europe accounting for approximately 60% of total sales.
👀 What to Watch
Investors should monitor the ramp-up of the Khatalwada facility and the impact of potential EU Free Trade Agreements on export competitiveness. The strong sequential margin recovery suggests that the peak of expansion-related cost pressures may have passed.
All Time Plastics Highlights 39,000 MT Capacity and Bamboo Expansion in Investor Update
All Time Plastics (ATPL) reported an annual installed capacity of 39,000 tonnes with a 76.6% utilization rate for the nine months ending December 2025. The company is diversifying its portfolio by entering the engineered bamboo segment through a pilot facility in Guwahati and a strategic MoU with NECBDC. ATPL continues to leverage its 'China+1' advantage, exporting to 29 countries while maintaining energy-neutral operations. The presentation underscores a strong focus on high-volume, automated manufacturing and sustainable material usage.
Key Highlights
Total annual installed capacity reached 39,000 tonnes following a 2,000 MT expansion at the Khatalwada plant in December 2025.
Capacity utilization stood at 76.6% for 9MFY26, with 21,244 MT of polymers processed during the period.
The company operates 169 injection moulding machines, with 76% being energy-efficient all-electric models.
Strategic entry into the bamboo consumerware market via a pilot facility in Guwahati and a partnership with NECBDC.
Maintains 100% energy-neutral manufacturing facilities with over 25% of products made from recycled plastics in FY25.
👀 What to Watch
Investors should monitor the ramp-up of the Khatalwada facility and the commercial viability of the new bamboo-based product line. The company's focus on recycled materials and energy neutrality positions it well for ESG-conscious global retail contracts.
All Time Plastics Q3 Revenue Up 7% YoY; Announces ₹10 Cr Investment in Bamboo Products
All Time Plastics reported a 7.1% YoY increase in consolidated revenue to ₹159.40 crore for Q3 FY26. Net profit for the quarter declined by 23.6% YoY to ₹9.17 crore, primarily due to a one-time exceptional item of ₹4.37 crore related to IPO expenses. A significant strategic update includes the commencement of commercial production for bamboo-based products, supported by a newly approved investment of ₹10 crore. Despite the YoY profit dip, the company showed strong sequential growth with PAT rising 124% compared to Q2 FY26.
Key Highlights
Revenue from operations increased to ₹159.40 crore in Q3 FY26 from ₹148.82 crore in Q3 FY25.
Net Profit (PAT) stood at ₹9.17 crore, impacted by a ₹4.37 crore exceptional listing-related expense.
Board approved a fresh investment of ₹10 crore for the expansion into bamboo-based product manufacturing.
Nine-month (9M FY26) revenue grew to ₹464.78 crore, up from ₹409.92 crore in the previous year.
Finance costs for 9M FY26 rose to ₹12.91 crore compared to ₹10.15 crore in 9M FY25.
👀 What to Watch
Investors should look past the one-time IPO-related hit to profitability and focus on the company's diversification into sustainable bamboo products. Monitor the margin profile in upcoming quarters to see if the new bamboo segment can offset rising material and finance costs.
All Time Plastics Amends JV Agreement to Enable Direct Overseas Sales for Specific Customers
All Time Plastics Limited has modified its Joint Venture (JV) agreement with Dragon Bridge Pte. Limited and its Singapore-based subsidiary. Under the revised terms, the company is no longer mandated to route all new overseas sales through the JV entity. Specifically, for customers where Dragon Bridge did not play a material marketing role, All Time Plastics can now service them directly at its sole discretion. This strategic shift allows the company to maintain better control over its international client relationships and potentially improve profit margins by avoiding JV-related profit sharing for those accounts.
Key Highlights
Amendment to the Joint Venture Agreement originally signed on December 27, 2024.
Removes the mandate to route all new international sales through the Singapore JV entity, All Time Plastics Pte. Limited.
Grants the company sole discretion to service customers directly if the partner's marketing role was not material.
The change aims to streamline international operations and potentially enhance margins on direct exports.
👀 What to Watch
This move increases operational flexibility for the company's export business and could lead to better margin retention. Investors should monitor the growth of direct international sales in future quarterly reports.
All Time Plastics Signs MoU with NECBDC for Engineered Bamboo Development
All Time Plastics Limited (ATPL) has entered into a 3-year non-binding Memorandum of Understanding with the North East Cane and Bamboo Development Council (NECBDC). As a Product and Market Development Partner, ATPL will support the development of engineered bamboo boards and panels in Assam and Nagaland. This initiative leverages ATPL's 37,000 MTPA manufacturing capacity and its export network across 29 countries to create sustainable product lines. The partnership aims to integrate North Eastern bamboo clusters into global supply chains, aligning with the company's material diversification strategy.
Key Highlights
3-year MoU signed with NECBDC under the Ministry of Development of North Eastern Region
ATPL empanelled as a Product and Market Development Partner for engineered bamboo initiatives
Initial focus on ecosystem-level interventions in Assam and Nagaland for product prototyping and manufacturing
Leverages ATPL's existing infrastructure, including a 37,000 MTPA capacity and exports to 29 countries
The collaboration targets high-value structural applications and export-oriented bamboo ecosystems
👀 What to Watch
Investors should monitor how this MoU translates into definitive commercial agreements and revenue contributions. The focus on sustainable materials could enhance ATPL's ESG profile and appeal to global retailers like IKEA and Tesco.
