BSECompany Update2d ago · 18 Aug 2026, 04:41 pm

Please find enclosed transcript of the Earning Webinar held on Monday, 17th August 2026 post declaration of Unaudited Financial Results for the quarter ended 30th, June 2026

Duroply Industries Ltd · 516003

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Duroply Industries Ltd reported Q1 FY27 revenue of 99.6 crores, a 6.5% growth over the same period last year and down 10.7% from the previous quarter. The company reported a profit before tax of 1.04 crores, down from 1.88 crores in the same period last year and 1.31 crores in Q4 FY26. Gross margins improved to 35.5%, up from 34.1% in Q1 FY26 and 34.3% in Q4 FY26, driven by better product mix and efficiency in manufacturing strategies.

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Earnings Impact4/10
Growth Catalyst2/10
Governance Concern1/10
Regulatory Risk1/10
Balance Sheet Risk2/10
Liquidity Impact8/10
Market Sentiment5/10

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Duroply Industries Ltd - 516003 - Announcement under Regulation 30 (LODR)-Earnings Call Transcript

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Duroply Industries Limited 113 Park Street, North Block 4th Floor Kolkata-700016, Ph: (033) 22652274 Ref: 5404/26-27/0033 August 18, 2026 Department of Corporate Services BSE Limited 25th Floor, P.J. Towers, Dalal Street, Fort, Mumbai - 400 001 Scrip Code: BSE: 516003 Sub: Transcript of the Earnings Webinar held with respect to the Unaudited Financial Results for the quarter ended June 30, 2026 Dear Sir/Madam, With reference to our letter no. 5404/26-27/0023 dated 11th August, 2026 regarding intimation of the Q1 FY27 Earnings Webinar, post declaration of the Unaudited Financial Results for the quarter ended June 30, 2026, we are enclosing copy of transcript of the said webinar. The transcript of the webinar is also available on Company’s website at www.duroply.in. This is for your information and record. Thanking you, Yours faithfully, For DUROPLY INDUSTRIES LIMITED KOMAL DHRUV Company Secretary Encl: a/a TRANSCRIPT Q1FY27 Result Earnings Webinar On Monday, August 17, 2026 Represented by Mr. Akhilesh Chitlangia, MD & CEO Navin B. Agrawal | Head, Institutional Equities +91 98200 27446 | navin.agrawal@skpsecurities.com Q1FY27 Earnings Webinar Transcript  Mr. Navin B. Agrawal - Head Institutional Equities, SKP Securities Ltd.:  Good morning, ladies and gentlemen. I'm pleased to welcome you on behalf of Duroply Industries Limited and SKP Securities to Duroply Industries' Q1 FY27 result webinar. We have with us Mr. Akhilesh Chitlangia, MD and CEO.  Friends, this webinar is being recorded for compliance reasons, and during the discussion, there may be certain forward-looking statements. These must be viewed in conjunction with the risks that the company faces. We'll have the opening remarks by Mr. Chitlangia, followed by a Q&A session. Thank you, and over to you, Akhilesh.  Mr. Akhilesh Chitlangia, MD & CEO, Duroply Industries Ltd.:  Thank you, Navin. Good morning to everyone, and thank you for attending our earnings webinar for the first quarter FY27.  On the 26th June 2026, Duroply began its 70th year in business. It's a true hallmark of our longevity and durability in the trade. I take this moment to thank all our shareholders, investors, trade partners, and team members for their association with Duroply. Such a long journey would not have been possible but for the strength of brand Duroply, which is recognized pan-India for its high standard of quality.  On the business front:  Duroply closed its first quarter revenue at 99.6 crores, a 6.5% growth over the same period last year and down 10.7% from the previous quarter. The business reported a profit before tax of 1.04 crores as against 1.88 crores same period last year and 1.31 crores in Q4 FY26.  For the quarter, revenue from in-house manufactured goods stood at 51.3 crores, a growth of 3.7% over the same period last year and down by 17% from Q4 FY26.  Revenue from contract manufacturing stood at 48.3 crores, a 9.6% growth on year-on- year basis and down by 2.9% on quarter-on-quarter basis.  Gross margins this quarter stood at 35.5%, up from 34.1% in Q1 FY26 and 34.3% in Q4 FY26.  This is a direct result of better product mix and the company now reaping benefits of efficiency built in over the last 18 months in its manufacturing strategies and stronger relationship with its contract manufacturers.  Our EBITDA for the quarter stood at 4.82 crores, down 10.5% from Q1 FY26 and down 7% from Q4 FY26.  Our EBITDA margin stood at 4.8% of sales as compared to 5.8% in the same period last year and 4.6% in Q4 FY26. This was driven by larger brand spend, a conscious decision taken to increase brand visibility that will, in turn, help in the medium to long term.  Our brand spends for this quarter stood at close to 4% of sales as compared to 2.2% the same quarter last year. Q1FY27 Earnings Webinar Transcript  Our debtor days for the quarter decreased to 38 days of sales as compared to 42 days last year. Inventory days were slightly elevated to 164 days as against 145 days last year, and creditor days were also elevated to 93 days as against 72 days last year.  Overall, the West Asia war created significant cost pressures which the company has mitigated through various measures, including better usage of material, passing on the cost increase, and negotiating better terms with its vendors.  At the unit economic level, the margin improvement reflects the strength of the brand. However, our growth numbers in Q1 are below expectation. We expect growth to improve into double digits in Q2, supported by the increased brand spend.  I would like to now open the floor to any questions that you may have.  Question & Answer Session:  Mr. Navin B. Agrawal - Head Institutional Equities, SKP Securities Ltd.:  Thank you, Akhilesh. Friends, we will now open the floor for the Q&A session. Anyone wishing to ask a question, please raise your hand and we'll take it up. Any participant wishing to ask a question requested to please raise your hand. Friends, we'll wait for a moment. Anyone wishing to ask a question, request you to please raise your hand. Anyone wishing to ask a question, please raise your hand. Friends, as there are no questions, I'll hand over the webinar back to Akhilesh for his closing remarks.  Mr. Akhilesh Chitlangia, MD & CEO, Duroply Industries Ltd.:  Thank you everyone for joining our call. It is truly a proud moment for us to have entered our 70th year of business. I once again thank all our shareholders, partners, and team members for the commitment to the business. I look forward to seeing you at the next earnings call. Thank you.  Mr. Navin B. Agrawal - Head Institutional Equities, SKP Securities Ltd.:  Thank you, Akhilesh. Thank you, ladies and gentlemen. And we'll see you again in the next quarterly webinar. Thank you and have a wonderful day. END OF TRANSCRIPT