Shaily Engineering Plastics Ltd (Plastics - Plastic & Plastic Products) — fundamental analysis, earnings data, and key metrics. PE: 69.6. ROE: 18.5%. This stock is not currently in the Nifty 500 momentum outperformers list.
Based on Q3 FY26 (ended December 31, 2025) earnings • Updated Mar 21, 2026
What: New manufacturing facility targeting Middle East healthcare market with 30%+ EBITDA margins
Impact: +₹350 Cr revenue
“The company announced plans for an Abu Dhabi facility with AED 130-150 million investment”
What: Two new customers in GLP-1 segment and contracts for pen injector manufacturing
Impact: +₹175 Cr revenue
“In the healthcare segment, revenue stood at 104 crores as compared to 44 crores during Q3FY25 a growth of 139%”
What: Products across power tools, LED lighting, and home furnishing with multiple customers
Impact: +₹125 Cr revenue
“We've got seven new projects in the pipeline and each of them could have multiple customers”
Earnings deceleration risks from management commentary
Trigger: Exhibition costs exceed budget by 15%+
Impact: -150 bps margin impact
Management view: Quarter three ended up with three very large exhibitions, which is a very significant cost for us. Plus we're doing these setups in Abu Dhabi and elsewhere in the world.
Monitor: SG&A as % of revenue
Trigger: Consumer segment decline exceeds 15% YoY
Impact: -100 bps margin impact
Management view: In the consumer segment, revenue stood at 123 crores as compared to 141 crores during Q3FY25, a decrease of 13%
Monitor: Consumer segment revenue growth
Key quotes from recent conference calls
“Machine utilization was flat at about 47.1 in Q3 as compared to 47.8 for nine months FY26. With the ramp up of new programs, we expect utilization to improve going forward. — Management”
“On a standalone basis, the gross margins have improved on a sequential basis. So the Q2 margins were at about 55%. The Q3 margins are at about 56%. So you have seen a 1% increase in terms of gross margins. — Sanjay Shah”
“We've got seven new projects in the pipeline and each of them could have multiple customers. We don't have the resourcing available. Pipeline is very strong. I don't see any challenges for the next three to four years. — Sanjay Shah”
“With the ramp up of new programs, we expect utilization to improve going forward. — Management”
Forward-looking targets from management for next 2-4 quarters
Implied PAT Growth
25%
Capex Plan
₹1050 Cr
Key Milestones
• Abu Dhabi facility completion
• Healthcare segment expansion
• Seven new product launches
The above analysis is parsed from publicly available earnings call transcripts. This is educational research only — not investment advice. Last updated Mar 21, 2026.
Based on publicly available financial data. This is educational research, not investment advice.
Shaily Engineering Plastics Ltd's latest quarterly results (Dec 2025) show
Shaily Engineering Plastics Ltd's current PE ratio is 69.6x.
Shaily Engineering Plastics Ltd's price-to-book ratio is 17.4x.
Shaily Engineering Plastics Ltd's fundamental strength based on key financial ratios
Shaily Engineering Plastics Ltd has a debt-to-equity ratio of N/A.
Shaily Engineering Plastics Ltd's return ratios over recent years
Shaily Engineering Plastics Ltd's operating cash flow is positive (FY2025).
Shaily Engineering Plastics Ltd's current dividend yield is 0.08%.
Shaily Engineering Plastics Ltd's shareholding pattern (Dec 2025)
Shaily Engineering Plastics Ltd's promoter holding has decreased recently.
Shaily Engineering Plastics Ltd is an established outperformer with 1 weeks of consecutive Nifty 500 outperformance.
Shaily Engineering Plastics Ltd has 3 key growth catalysts identified from recent earnings analysis
Shaily Engineering Plastics Ltd has 2 key risks worth monitoring
In Q3 FY26 (ended December 31, 2025), Shaily Engineering Plastics Ltd's management highlighted
Shaily Engineering Plastics Ltd's management has provided the following forward guidance for next 2-4 quarters
Based on quantitative research signals, here is why Shaily Engineering Plastics Ltd may be worth studying
Shaily Engineering Plastics Ltd investment thesis summary:
Shaily Engineering Plastics Ltd's forward outlook based on current data signals
The above FAQs are generated from publicly available earnings data and conference call transcripts. This is educational research only. Sector Alpha is not SEBI registered and does not provide investment advice.
