Capex Announcement
Updates daily*Capacity Expansion: Near-Term Margin Trade for Long-Term Scale* ₹100cr CapEx adds 52,800 MTPA capacity at ₹1.89/MTPA — competitive unit economics. FY27 EBITDA margins compress to 10.5-11% (Q2-Q3) during ramp-up, then recover to 11.5-12% by FY28 as utilization improves. Sales growth moderates to 15-20% near-term versus 19% in Q1. Key risk: PVC market timing uncertain; execution delays into FY28 possible. Strategic call: Justified investment; payback ~3-4 years.
*Capacity Expansion: Near-Term Margin Trade for Long-Term Scale* ₹100cr CapEx adds 52,800 MTPA capacity at ₹1.89/MTPA — competitive unit economics. FY27 EBITDA margins compress to 10.5-11% (Q2-Q3) during ramp-up, then recover to 11.5-12% by FY28 as utilization improves. Sales growth moderates to 15-20% near-term versus 19% in Q1. Key risk: PVC market timing uncertain; execution delays into FY28 possible. Strategic call: Justified investment; payback ~3-4 years.
*Capacity Expansion: Near-Term Margin Trade for Long-Term Scale* ₹100cr CapEx adds 52,800 MTPA capacity at ₹1.89/MTPA — competitive unit economics. FY27 EBITDA margins compress to 10.5-11% (Q2-Q3) during ramp-up, then recover to 11.5-12% by FY28 as utilization improves. Sales growth moderates to 15-20% near-term versus 19% in Q1. Key risk: PVC market timing uncertain; execution delays into FY28 possible. Strategic call: Justified investment; payback ~3-4 years.
*Capacity Expansion: Near-Term Margin Trade for Long-Term Scale* ₹100cr CapEx adds 52,800 MTPA capacity at ₹1.89/MTPA — competitive unit economics. FY27 EBITDA margins compress to 10.5-11% (Q2-Q3) during ramp-up, then recover to 11.5-12% by FY28 as utilization improves. Sales growth moderates to 15-20% near-term versus 19% in Q1. Key risk: PVC market timing uncertain; execution delays into FY28 possible. Strategic call: Justified investment; payback ~3-4 years.
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