Garware Hi-Tech Films Ltd (GRWRHITECH) Q2FY27 Concall Summary - Sep-2026 Qtr
Key Takeaways
- Management upgraded FY27 EBITDA margin guidance by 200 basis points to 27% (±2%), signaling strong confidence in profitability despite input cost pressures.
- The new TPU plant, commissioning in Q3 FY27, will add 150-200 bps to consolidated EBITDA margins and generate 75-100 crore in new external sales in FY28.
- With upcoming capacities, the company has a clear line of sight to a peak revenue potential of 3,500 crore, targeting 3,000 crore+ in FY28.
Performance Overview
- Delivered the highest-ever quarterly revenue of nearly 700 crore, marking significant growth year-on-year and sequentially.
- Achieved substantial EBITDA and profit after tax growth, with EBITDA margins expanding by 377 basis points year-on-year to 27.2%.
- Maintained strong business momentum despite geopolitical headwinds and rising input costs, demonstrating operational resilience.
- Strategic growth projects, including the Thermoplastic Polyurethane (TPU) film line and a new solar control film capacity expansion, are progressing on schedule.
- Upgraded full-year FY27 EBITDA margin guidance by 200 basis points, reflecting confidence in sustained performance.
Financial Metrics
Log in to Stocksigma to read the Financial Metrics section of this summary.
Operating Performance / Business Segments
Log in to Stocksigma to read the Operating Performance / Business Segments section of this summary.
Key Discussions & Insights
Log in to Stocksigma to read the Key Discussions & Insights section of this summary.
Outlook and Guidance
Log in to Stocksigma to read the Outlook and Guidance section of this summary.
Challenges / Concerns
Log in to Stocksigma to read the Challenges / Concerns section of this summary.
Industry / Competitive Landscape
Log in to Stocksigma to read the Industry / Competitive Landscape section of this summary.
Overall Summary
Log in to Stocksigma to read the Overall Summary section of this summary.