Shaily Engineering Plastics Ltd (SHAILY) Q3FY26 Management Mirror - Dec-2025 Qtr
Healthcare Capacity & Capex
Status: Raised. Management significantly expanded capacity plans in the latest quarter by announcing a new Abu Dhabi facility (75M units/year) operational by Q4 FY28 with ~300-350cr investment, adding to domestic expansion. Previously, in Jun'25 and Sep'25 quarters, guidance focused solely on domestic capacity increasing from ~40M to ~80M units by FY26/early FY27 with a 125cr capex plan. The domestic timeline has faced slight delays; the first new 25M line (originally expected Q2 FY26) arrived Dec'25 with ramp-up in Apr'26, while the second line is due Apr/May'26. Domestic capacity target remains ~80M units.
4 more themes on the ELITE plan.