Tam Expansion Changing Consumption
Expected: FY27HIGH confidence
What: Sector Entry: Warehousing/Logistics
Premier Polyfilm Ltd: Why Is It Outperforming Nifty 500?
ActiveAverageRe-Entry
In , Premier Polyfilm Ltd (Plastics - Sheets/Films) is outperforming Nifty 500 with +8.9% relative strength. Fundamentals: Average.
Premier Polyfilm Ltd Key Facts
- PE Ratio
- 18.6x
- Market Cap
- ₹593 Cr
- PAT Growth YoY
- +54%
- Revenue Growth YoY
- +12%
- OPM
- 16.1%
- RS vs Nifty 500
- +8.9%
PE: At PeakStrong Opportunity
What's Happening
💎PE falling while earnings hold — value emerging
Earnings Acceleration Triggers
1. Tam Expansion Changing Consumption
FY27HIGH
2. Interest Cost Reduction Deleveraging
Q3 FY26MEDIUM
Key Risks
1. PVC resin and plasticizer costs are high as the company is a major consumer and
HIGH2. Middle East conflict impacts shipping lanes and crude-linked raw material prices
MEDIUM3. Recent fines by SEBI (₹3 lakh) and NSE (₹50,000) for RPT non-compliance and dela
LOWSector-Specific Signals
Raw Material Cost to Revenue54.7%Increased from 51.3%
Export Revenue Contribution13.4%Increased from 10.3%
Interest Service Coverage Ratio58.37Improved from 35.15
Debt Service Coverage Ratio15.18Improved from 11.36
Key Numbers
PAT Growth YoY
+54%
Stable
Revenue YoY
+12%
Stable
Operating Margin
16.1%
+373 bps YoY
PE Ratio
18.6
Current Price
₹57
Dividend Yield
0.26%
Fundamental Score
49/100
Average
3Y PAT CAGR
+39%
Market Cap
593 Cr
Valuation
Slightly Undervalued12-Week Performance
Weekly presence in the outperformers list. Green = beating Nifty 500 by 10%+ that week.
12 weeks agoThis week
Why Are Premier Polyfilm Ltd's Earnings Accelerating?
Based on Q3 FY26 (web) earnings • Updated Apr 18, 2026
Interest Cost Reduction Deleveraging
Expected: Q3 FY26MEDIUM confidence
What: Debt-Equity Ratio: 0.11
Impact: Finance costs fell to ₹21 lakhs
What Are the Key Risks for Premier Polyfilm Ltd?
Earnings deceleration risks from management commentary
PVC resin and plasticizer costs are high as the company is a major consumer and
HIGHTrigger: PVC resin and plasticizer costs are high as the company is a major consumer and domestic supply is limited.
Impact: PAT impact: Material costs rose to ₹4,874 lakhs
Management view: The company is monitoring shipping lanes and considering alternate sourcing.
Monitor: commodity
Middle East conflict impacts shipping lanes and crude-linked raw material prices
MEDIUMTrigger: Middle East conflict impacts shipping lanes and crude-linked raw material prices.
Monitor: geopolitical
Recent fines by SEBI (₹3 lakh) and NSE (₹50,000) for RPT non-compliance and dela
LOWTrigger: Recent fines by SEBI (₹3 lakh) and NSE (₹50,000) for RPT non-compliance and delayed filings.
Impact: PAT impact: ₹3.5 lakhs total fines
Management view: Board reviewed the NSE fine and sought a waiver, which was rejected; company claims no material impact.
Monitor: regulatory
What Did Premier Polyfilm Ltd Report This Quarter?
Headline numbers from the latest earnings call
Revenue
INR 89.11 Cr
YoY +27.6%QoQ +7.14%
Revenue growth was driven by higher business volumes in the flexible PVC flooring and films segment.
EBITDA
INR 11.45 Cr
YoY +35.66%Margin 12.85%
Operating profit growth outpaced revenue gains due to improved operational efficiency and a decrease in finance costs.
PAT
INR 9.28 Cr
YoY +39.13%QoQ +15.86%
Profitability was supported by disciplined expense management and a reduction in finance costs to INR 21 lakhs.
Other Highlights
• Debt-equity ratio improved to 0.11 from 0.19 year-on-year
• Interest Service Coverage Ratio (ISCR) rose to 58.37 from 35.15
• Cost of materials consumed increased to ₹4,874 lakhs from ₹3,584 lakhs
What Sector Metrics Matter for Premier Polyfilm Ltd?
Sub-sector-specific signals from the latest concall — each with management's stated reason for the change
Raw Material Cost to Revenue
54.7%
YoY Increased from 51.3%
Why: Higher business volumes and increased input costs for PVC resin.
Export Revenue Contribution
13.4%
YoY Increased from 10.3%
Why: Growth in international markets for PVC flooring and leather cloth.
Interest Service Coverage Ratio
58.37
YoY Improved from 35.15
Why: Stronger earnings relative to interest obligations and lower finance costs.
Debt Service Coverage Ratio
15.18
YoY Improved from 11.36
Why: Enhanced cash generation capabilities.
Debt-to-Equity Ratio
0.11
YoY Improved from 0.19
Why: Deleveraging and improved working capital management.
Employee Benefit Expense to Revenue
8.47%
YoY Decreased from 9.64%
Why: Revenue growth significantly outpaced the modest rise in employee costs.
What Is Premier Polyfilm Ltd's Management Guidance?
Forward-looking targets from management
Management Tone: BULLISH
How Fast Is Premier Polyfilm Ltd Growing?
Revenue, profit and margin growth rates
| Metric | YoY | 3Y CAGR | Trend |
|---|---|---|---|
| Revenue | +12% | +6% | Stable |
| PAT (Net Profit) | +54% | +39% | Stable |
| OPM | 16.1% | +373 bps | Volatile |
The above analysis is parsed from publicly available earnings call transcripts. This is educational research only — not investment advice. Last updated Apr 18, 2026.
Frequently Asked Questions: Premier Polyfilm Ltd
Based on publicly available financial data. This is educational research, not investment advice.
What were Premier Polyfilm Ltd's latest quarterly results?
Premier Polyfilm Ltd's latest quarterly results (Mar 2026) show
- PAT Growth YoY: +53.5% (stable)
- Revenue Growth YoY: +12.3%
- Operating Margin: 16.1% (volatile)
Is Premier Polyfilm Ltd's profit growing or declining?
Premier Polyfilm Ltd's profit is growing with an stable trend.
- PAT Growth YoY: +53.5% (latest quarter)
- PAT Growth QoQ: -7.5% (sequential)
- 3-Year PAT CAGR: +38.7%
- Trend: Stable — consistent growth pattern
What is Premier Polyfilm Ltd's revenue growth trend?
Premier Polyfilm Ltd's revenue growth trend is stable.
- Revenue Growth YoY: +12.3%
- Revenue Growth QoQ: +2.1% (sequential)
- 3-Year Revenue CAGR: +5.9%
How is Premier Polyfilm Ltd's operating margin trending?
Premier Polyfilm Ltd's operating margin is volatile.
- Current OPM: 16.1%
- OPM Change YoY: +3.7% basis points
- OPM Change QoQ: -0.6% basis points
What is Premier Polyfilm Ltd's 3-year profit and revenue CAGR?
Premier Polyfilm Ltd's long-term compounding rates
- 3-Year Profit CAGR: +38.7%
- 3-Year Revenue CAGR: +5.9%
Is Premier Polyfilm Ltd's growth accelerating or decelerating?
Premier Polyfilm Ltd's earnings growth is stable with weakening on a sequential basis.
- YoY Acceleration: +14.4% bps
- Sequential Acceleration: -23.4% bps
- Note: YoY and QoQ trends are diverging — worth monitoring
What is Premier Polyfilm Ltd's trailing twelve month (TTM) performance?
Premier Polyfilm Ltd's trailing twelve month (TTM) performance
- TTM PAT: ₹32 Cr
- TTM PAT Growth: +22.6% YoY
- TTM Revenue: ₹299 Cr
- TTM Revenue Growth: +11.8% YoY
- TTM Operating Margin: 16.2%
Is Premier Polyfilm Ltd overvalued or undervalued?
Premier Polyfilm Ltd appears slightly undervalued based on our fair value analysis.
- Valuation Signal: Slightly Undervalued
- Current PE: 18.6x
- Price-to-Book: 4.0x
What is Premier Polyfilm Ltd's current PE ratio?
Premier Polyfilm Ltd's current PE ratio is 18.6x.
- Current PE: 18.6x
- Market Cap: 593 Cr
- Dividend Yield: 0.26%
How does Premier Polyfilm Ltd's valuation compare to its history?
Premier Polyfilm Ltd's current PE is 18.6x.
- Current PE: 18.6x
- Valuation Assessment: Slightly Undervalued
What is Premier Polyfilm Ltd's price-to-book ratio?
Premier Polyfilm Ltd's price-to-book ratio is 4.0x.
- Price-to-Book (P/B): 4.0x
- Book Value per Share: ₹14
- Current Price: ₹57
Is Premier Polyfilm Ltd a fundamentally strong company?
Premier Polyfilm Ltd is rated Average with a fundamental score of 48.76/100. This score is calculated from objective financial metrics
- Revenue Growth YoY: +12.3% (10% weight)
- PAT Growth YoY: +53.5% (10% weight)
- PAT Growth QoQ: -7.5% (10% weight)
- Margins stable (10% weight)
Is Premier Polyfilm Ltd debt free?
Premier Polyfilm Ltd has a debt-to-equity ratio of N/A.
- Total Debt: ₹0 Cr
What is Premier Polyfilm Ltd's return on equity (ROE) and ROCE?
Premier Polyfilm Ltd's return ratios over recent years
- FY2024: ROCE 29.0%
- FY2025: ROCE 30.0%
- FY2026: ROCE 31.0%
Is Premier Polyfilm Ltd's cash flow positive?
Premier Polyfilm Ltd's operating cash flow is positive (FY2026).
- Cash from Operations (CFO): ₹27 Cr
- Free Cash Flow (FCF): ₹-1 Cr
- CFO/PAT Ratio: 84% (strong cash conversion)
What is Premier Polyfilm Ltd's dividend yield?
Premier Polyfilm Ltd's current dividend yield is 0.26%.
- Dividend Yield: 0.26%
- Current Price: ₹57
Who holds Premier Polyfilm Ltd shares — promoters, FII, DII?
Premier Polyfilm Ltd's shareholding pattern (Mar 2026)
- Promoters: 69.4%
- FII (Foreign): 0.1%
- DII (Domestic): 1.0%
- Public: 29.3%
Is promoter holding increasing or decreasing in Premier Polyfilm Ltd?
Premier Polyfilm Ltd's promoter holding has increased recently.
- Current Promoter Holding: 69.4% (Mar 2026)
- Previous Quarter: 67.6% (Dec 2025)
- Change: +1.79% (increasing — positive signal)
How long has Premier Polyfilm Ltd been outperforming Nifty 500?
Premier Polyfilm Ltd has been outperforming Nifty 500 for 1 consecutive week, indicating early-stage outperformance.
Is Premier Polyfilm Ltd a new momentum entry or an established outperformer?
Premier Polyfilm Ltd is a re-entry — it briefly dropped off the outperformance list but has now returned. Re-entries can signal renewed strength.
What are the growth catalysts for Premier Polyfilm Ltd?
Premier Polyfilm Ltd has 2 key growth catalysts identified from recent earnings analysis
- Tam Expansion Changing Consumption — Entry into logistics represents a significant expansion of the Total Addressable Market beyond PVC manufacturing.
- Interest Cost Reduction Deleveraging — Deleveraging has significantly improved interest coverage and net margins.
What are the key risks in Premier Polyfilm Ltd?
Premier Polyfilm Ltd has 3 key risks worth monitoring
- [HIGH] PVC resin and plasticizer costs are high as the company is a major consumer and — PVC resin and plasticizer costs are high as the company is a major consumer and domestic supply is limited.
- [MEDIUM] Middle East conflict impacts shipping lanes and crude-linked raw material prices — Middle East conflict impacts shipping lanes and crude-linked raw material prices.
- [LOW] Recent fines by SEBI (₹3 lakh) and NSE (₹50,000) for RPT non-compliance and dela — Recent fines by SEBI (₹3 lakh) and NSE (₹50,000) for RPT non-compliance and delayed filings.
What is Premier Polyfilm Ltd's management guidance for growth?
Premier Polyfilm Ltd's management has provided the following forward guidance
- Revenue outlook: Not Given
- Margin outlook: Not Given
- Capex plan: Not Given for Strategic business expansion into warehousing and logistics sectors approved via postal ballot
- Management tone: bullish
What sector-specific metrics matter most for Premier Polyfilm Ltd?
Premier Polyfilm Ltd's most important sub-sector-specific KPIs from the latest concall
- Raw Material Cost to Revenue: 54.7% (YoY Increased from 51.3%) — Higher business volumes and increased input costs for PVC resin.
- Export Revenue Contribution: 13.4% (YoY Increased from 10.3%) — Growth in international markets for PVC flooring and leather cloth.
- Interest Service Coverage Ratio: 58.37 (YoY Improved from 35.15) — Stronger earnings relative to interest obligations and lower finance costs.
- Debt Service Coverage Ratio: 15.18 (YoY Improved from 11.36) — Enhanced cash generation capabilities.
- Debt-to-Equity Ratio: 0.11 (YoY Improved from 0.19) — Deleveraging and improved working capital management.
- Employee Benefit Expense to Revenue: 8.47% (YoY Decreased from 9.64%) — Revenue growth significantly outpaced the modest rise in employee costs.
Is Premier Polyfilm Ltd worth studying for long term investment?
Based on quantitative research signals, here is why Premier Polyfilm Ltd may be worth studying
- Earnings growing at +53.5% YoY
- Valuation: appears slightly undervalued
- Cash flow is positive — CFO ₹27 Cr
What is the investment thesis for Premier Polyfilm Ltd?
Premier Polyfilm Ltd investment thesis summary:
Research Signals (Bull Case)
- Revenue growing at +12.3% YoY
- Growth catalyst: Tam Expansion Changing Consumption
Risk Factors (Bear Case)
- Key risk: PVC resin and plasticizer costs are high as the company is a major consumer and
What is the future outlook for Premier Polyfilm Ltd?
Premier Polyfilm Ltd's forward outlook based on current data signals
- Earnings Trend: stable
- Revenue Trend: stable
- Margin Trend: volatile
- Valuation: Slightly Undervalued
- Key Catalyst: Tam Expansion Changing Consumption
- Key Risk: PVC resin and plasticizer costs are high as the company is a major consumer and
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.