Sector Alpha Week of 2026-09-11
Not SEBI Registered !! Not Investment advice !!
Sector Alpha — machine-written from the numbers · Data as of 2026-09-11

Haldyn Glass Ltd

HALDYNGL
Packaging - FMCG/Consumers

Haldyn Glass Ltd's three tracks disagree. Price, valuation and the earnings engine each tell a different story — the next quarter or two settles it.

Biggest watch item: the price is already 15 weeks into its uptrend — timing risk, not thesis risk.

The price is in a confirmed uptrend (15 weeks in) while the P/E sits at the 63rd percentile of its own 10-year range. Underneath, the last four quarters read improving — profit +100.0% year on year, and 183% of the last 3 years' profit arrived as cash. What settles it: the next one or two quarters of delivery.

Stage
Turning around
partial read
Price
₹148
P/E
25.2×
63rd pctile
of its own 10-year range
Revenue (Jun 26)
₹139 Cr
+20.9% YoY
Profit (Jun 26)
₹10.0 Cr
+100.0% YoY
Operating margin
16.0%
+1.0 pp YoY
ROCE
14%
FY26
ROIC
7.3%
vs WACC 12.0% → −4.7 pp
Cash conversion
183%
of profit, last 3 FY
Unverified figures: Some figures on this page come from a second financial-data feed that could not be cross-checked against the primary source — the two do not share enough overlapping reported history to compare. They are drawn, because they are the only evidence there is, and every section carrying one is marked unverified. PEG is the exception: the quarterly curve is not drawn at all. PEG asks what is being paid for growth — both sides of that division come from the source that could not be checked, so it is withheld instead of marked.
01 · Price story

Price story Before the numbers, the tape. A stock price moves through four repeating seasons: a flat base (stage 1), an advance (2), a top (3), a decline (4). Where the price sits in that cycle frames everything below.

Haldyn Glass Ltd trades at ₹148, in a confirmed uptrend and 15 weeks into that stage. That is +29.3% against its own 200-day average. It sits at 100% of a 52-week range of ₹92 to ₹148. On relative strength it has been ahead of the NIFTY 500 on a trailing-13-week view for 4 straight weeks.

Today the stock is in a confirmed uptrend — week 15 of stage 2, confirmed. At ₹148 it trades +29.3% versus its 200-day average and sits at 100% of its 52-week range (₹92–₹148).

Sep 26: ₹148 Weekly closing price (₹) with 50- and 200-day averages; shaded bands mark the price stage (grey base, green advance, amber top, red decline). 1-year window.
+29.3% versus the 200-day line, week 15 of stage 2
Price50-day avg200-day avg
S4S2₹152₹135₹117₹99.3₹81.6₹148₹114Apr 26May 26Jun 26Jul 26Sep 26
S4S2₹152₹135₹117₹99.3₹81.6₹148₹114Apr 26Jun 26Sep 26
Beating or trailing, week by week since 2026 Each cell is one week from 2026 to now (27 weeks): the stock's trailing 13-week return minus the NIFTY 500's, green ahead / red behind (±25% ramp). Grey cells are the 13-week warm-up or weeks where the NIFTY 500 reading is not held.
trailing 13-week return vs the NIFTY 500
Apr 26Sep 26

Against the market, two honest reads. Cumulative: over the last 5 months the stock moved +61% while the NIFTY 500 moved −1% — ahead of the index over the full window. Recent form: on a trailing-13-week view the stock has been ahead for 4 straight weeks — the ribbon below is that same metric, week by week.

What would end the trend, mechanically: two Friday closes in a row below the 200-day line. That is the exit rule — no debates.

02 · Story check

Story check

Haldyn Glass Ltd's story is not scored yet against the markers our research file set on 22 August 2026. Where it sits in its own cycle: MID_EXPANSION. Still open: Operating profit margin falling below 11.5% across two consecutive quarters or quarterly revenue contracting below ₹110 Cr, indicating loss of operating leverage.

NOT YET CHECKED

Our read, 22 August 2026. Post-capex volume expansion drives earnings growth, but mid-cycle normalized valuation warrants a cautious stance against peak operating margins.

From the numbers. Haldyn sits in mid-expansion within its operating cycle, with TTM revenue expanding 19.0% and EPS rising 38.1% over the last 8 quarters. While the matrix label indicates an opportunity at 22.9x trailing PE, the cycle…

From the price. Price stage 2, week 15 — above its 200-day line, relative strength rising.

From the research. Post-capex volume expansion drives earnings growth, but mid-cycle normalized valuation warrants a cautious stance against peak operating margins.

🚨 Where they disagree. Haldyn sits in mid-expansion within its operating cycle, with TTM revenue expanding 19.0% and EPS rising 38.1% over the last 8 quarters. While the matrix label indicates an opportunity at 22.9x trailing PE, the cycle normalization model flags a peak margin value trap risk because trailing OPM of 15.9% is at the 83rd percentile of its 10-year history. Normalized PE at mid-cycle 11.7% OPM rises to 31.9x (80th percentile).

What is proven. Post-capex volume expansion drives earnings growth, but mid-cycle normalized valuation warrants a cautious stance against peak operating margins.

What is not proven yet. Operating profit margin falling below 11.5% across two consecutive quarters or quarterly revenue contracting below ₹110 Cr, indicating loss of operating leverage.

🚨 What would change our mind. Operating profit margin falling below 11.5% across two consecutive quarters or quarterly revenue contracting below ₹110 Cr, indicating loss of operating leverage.

Layer 1 read, 22 August 2026 — KEEP. Bigger furnace is selling out — revenue up 60% in two years — but nobody at the company ever explains anything. Haldyn sold Rs 139 Cr of glass containers in the June quarter against Rs 115 Cr a year earlier and doubled profit to Rs 10 Cr, with no accounting help in the numbers. The reason is straightforward: the Rs 188 Cr furnace built in FY24 is filling up. Two things keep this a watch rather than a conviction. The company holds no earnings calls, so the five 'targets met' in its record are targets nobody can show management ever set — and profit margins have not actually improved, they have hovered near 15% for two years, which means the growth is volume that will stop when the furnace is full. Put margins back to the eleven-year average and the shares go from mid-priced to the dearest fifth of…

What would change Layer 1’s mind. The timeline says operating margin below 11.5% for two consecutive quarters, or quarterly revenue under Rs 110 Cr, breaks it. I sharpen it to what this verdict rests on: a September 2026 quarter with revenue at or below Rs 125 Cr would say the furnace is full and the only real runway driver has ended, and that alone flips this out of the ranked cut. The second flip is the payables reversing — if operating cash flow drops below profit in FY27 while payable days fall back toward 100, the…

Layer 2 read, 22 August 2026 — ADVANCE. Falling sector investment and rising Haldyn sales create an under-owned early-cycle setup. Haldyn's Q1 revenue reached Rs 139 crore and grew 20.9% year on year. At sector level, capital spending fell 15.42% while institutions remained absent, producing IDEAL_TROUGH_SETUP, and customer growth supports packaging demand. The advance stays P2 because the sector study covered no glass calls, so glass energy costs and pass-through remain unverified.

What would change Layer 2’s mind. Bench or drop if operating margin stays below 11.5% for two quarters or quarterly revenue falls below Rs 110 crore, especially if a glass-company call shows energy costs cannot be passed through; raise conviction if margin stays above 15% through another input-cost shock.

Layer 3 read, 22 August 2026 — BENCH. The furnace is filling, but peak margins and silent management make the entry too uncertain. Q1 FY27 revenue and operating profit reached ₹139 Cr and ₹22 Cr, so the volume ramp is real. The web sweep ALIGNS with Timeline R2 on energy sensitivity, and the model-grade normalized PE rises to 31.9x if margins revert, while no management call explains why margins should stay high.

What would change Layer 3’s mind. A dated management call or filing that proves fuel-cost pass-through and keeps operating margin above 11.5% through two high-energy-cost quarters would flip BENCH to DEPLOY; a pledge or unexplained promoter sale would flip it to DROP.

The test written in advance. Operating profit margin falling below 11.5% across two consecutive quarters or quarterly revenue contracting below ₹110 Cr, indicating loss of operating leverage. — the thesis as written as stated by the next result.

The test written in advance. Peak Margin Valuation Trap — Peak Margin Valuation Trap Quarterly OPM dropping below 13.0% in reported results. by the next result.

The test written in advance. Raw Material and Natural Gas Cost Volatility — Raw Material and Natural Gas Cost Volatility Quarterly gross margin decline of more than 200 bps YoY. by the next result.

What the company does. Revenue expanded 20.9% YoY in Q1 FY27 to ₹139 Cr as expanded furnace capacity from the ₹188 Cr FY24 capex cycle reached higher utilization. Operating margins sit at 16% in Q1 FY27 and trailing PE is 22.9x, but cycle normalization to 11.7% mid-cycle margin raises normalized PE to 31.9x. Cash generation has improved with FY26 operating cash flow at ₹62 Cr (2.48x PAT), enabling debt reduction to ₹116 Cr despite historical margin volatility.

The dials — and the exact level that would change the read
DialNowWasWhy it mattersWatch line
Furnace Capacity Ramp from FY24 Capexin playCommissioning of the ₹188 Cr FY24 asset build provides volumetric headroom for FMCG and liquor container glass delivery.Furnace utilization reaches peak capacity without subsequent debottlenecking investments.
Operating Leverage on Fixed Overhead Basein playIncremental volume absorption spreads fixed furnace heating and depreciation costs over higher unit sales.Volume demand slows while energy feedstock prices surge, reversing the operating leverage effect.
Working Capital Cycle Compressionin playTightening cash conversion cycle frees operating cash flow for self-funded balance sheet deleveraging.Receivables stretch beyond 75 days or inventory piles up due to finished goods accumulation.
Promoter Equity Accumulationin playGradual promoter stake expansion signals insider alignment with post-capex cash generation.Promoters trim equity or pledge shares to fund external ventures.
Everything further down this page is evidence for or against these.
the numbers
MID_EXPANSION
the price
stage 2, above the 200-day line
the why
STRONG_OPPORTUNITY
FY26-Q2FY27-Q1

🚨 What the surface reading misses. The surface reading is: FY26 annual revenue expanded to ₹464 Cr with operating profit of ₹63 Cr (14% OPM) and net profit of ₹25 Cr, scaling from ₹382 Cr in FY25. The research reads it further: Revenue growth of 21.5% in FY26 reflects commercialization of the ₹188 Cr FY24 capex, which increased furnace melting capacity and enabled higher glass container delivery volume.

🚨 What the surface reading misses. The surface reading is: FY26 net profit reached ₹25 Cr with EPS of ₹4.61, recovering from ₹19 Cr (EPS ₹3.50) in FY25. The research reads it further: Profit recovery was driven by operating leverage on higher sales volume, though net margin remains capped at 5.4% due to ₹30 Cr annual depreciation from the expanded asset base.

1 · Operating leverageBUILDING
2 · Value-added mixQUIET
3 · Management changeQUIET
4 · Paying down debtQUIET
5 · Regulatory approvalQUIET
6 · Order-book winsQUIET
7 · ConsolidationQUIET
8 · Demerger or value unlockQUIET
9 · BuybackQUIET
10 · New geographiesQUIET
11 · Selling more to existing customersQUIET
12 · New product launchQUIET
13 · Mandatory normsQUIET
14 · A bigger market to sell intoQUIET
15 · Market-share gainsQUIET
16 · Asset qualityQUIET

Lever 1 · Operating leverage — BUILDING. Incremental volume absorption spreads fixed furnace heating and depreciation costs over higher unit sales. What proves it keeps working: Operating Leverage on Fixed Overhead Base. It stops working if Volume demand slows while energy feedstock prices surge, reversing the operating leverage effect.

Sources: our stock research file (22 August 2026) · quarterly results through Jun 26. The story check is re-scored every results season; the record below never changes.

The whole page in one table — every row jumps to its section
SectionWhere it is nowVs a year agoThe one thing to watch nextRead
Capexsee the sectionFurnace Capacity Ramp from FY24 Capex
Debtsee the sectionOperating Leverage on Fixed Overhead Base
Cashsee the sectionWorking Capital Cycle Compression
03 · Revenue

Revenue Revenue is the top line: everything the company billed its customers in the period.

Haldyn Glass Ltd reported ₹139 Cr of revenue in the Jun 26 quarter, +20.9% year on year. That is the 5th straight quarter of year-on-year growth. Over 10 years it has compounded at 12.6% a year. The last full year, FY26, came in at ₹464 Cr. The last four reported quarters add to ₹488 Cr.

FY26 revenue came in at ₹464 Cr (+21.5% on the year), capping 10 years at 12.6% compound. The latest quarter (Jun 26) printed ₹139 Cr, +20.9% year on year — the 5th consecutive quarter of year-over-year growth.

FY26 revenue ₹464 Cr (+21.5% YoY) Revenue bars, ₹ Cr (left); YoY growth-% line (right). 11-year window. A bar is red when it is lower than the year before.
12.6% a year over 10 years
RevenueYoY growth
50156%37635%25114%125−7.1%0−28%₹ Cr%₹46421.5%FY16FY21FY26
50156%37635%25114%125−7.1%0−28%₹ Cr%₹46421.5%FY16FY21FY26
Jun 26: ₹139 Cr (+20.9% YoY) Quarterly revenue bars, ₹ Cr (left); YoY growth-% line (right). Last 12 quarters. A bar is red when it is lower than the quarter before.
5th straight quarter of growth
Revenue (quarterly)YoY growth
150141%113103%7565%3827%0−10%₹ Cr%₹13920.9%Sep 23Dec 24Jun 26
150141%113103%7565%3827%0−10%₹ Cr%₹13920.9%Sep 23Dec 24Jun 26

Pace check: the last four quarters averaged +19.5% growth against the decade's 12.6% — the current year is running faster than its own long-run rate.

Acceleration check: trailing-twelve-month revenue grew +19.0% over the last 4 quarters against +25.1%/yr over the last 8 — rolling over; TTM profit +61.1% vs +17.5%/yr — accelerating.

FY26-Q4. revenue ₹108 Cr and profit ₹7 Cr as reported.

FY27-Q1. revenue ₹139 Cr and profit ₹10 Cr as reported.

Why-sources: our stock research file (22 August 2026) and the company’s own results for those quarters.

04 · Operating margin

Operating margin Operating margin is what is left of every ₹100 of sales after running the business, before interest and tax. It is the cleanest read on pricing power and cost control.

Haldyn Glass Ltd's operating margin is 16.0% in the Jun 26 quarter, +1.0 percentage points against the same quarter a year ago. Across 11 fiscal years the operating margin has ranged 3.9% to 16.0%. The current quarter sits inside that band.

The latest quarter's operating margin is 16.0%, +1.0 pp against the same quarter a year ago. Across 11 fiscal years the operating margin has ranged 3.9%–16.0%.

Why the margin moved: operating margin went +1.4 pp year on year while gross margin went −1.5 pp — the gain came mostly from the gross line: input costs and pricing.

FY26: 14.0% Operating margin by fiscal year, %, line (left); year-on-year change in the margin, in percentage points, line (right). 11-year window.
within a 3.9–16.0% band over 11 years
operating marginYoY change (pp)
17%9.7%13%3.9%9.9%−2.0%6.4%−7.9%2.9%−14%%%14%0%FY16FY21FY26
17%9.7%13%3.9%9.9%−2.0%6.4%−7.9%2.9%−14%%%14%0%FY16FY21FY26
Jun 26: 16.0% operating margin (+1.0 pp YoY) Quarterly operating margin, %, line (left); year-on-year change in the margin, in percentage points, line (right). Last 12 quarters. Operating profit as a share of revenue, per quarter.
Operating marginYoY change (pp)
19%20%13%13%7.1%6.4%1.4%0.0%−4.4%−6.8%%%16%1%Sep 23Dec 24Jun 26
19%20%13%13%7.1%6.4%1.4%0.0%−4.4%−6.8%%%16%1%Sep 23Dec 24Jun 26

FY26-Q4. revenue ₹108 Cr and profit ₹7 Cr as reported.

FY27-Q1. revenue ₹139 Cr and profit ₹10 Cr as reported.

Why-sources: our stock research file (22 August 2026) and the company’s own results for those quarters.

05 · Net profit

Net profit Net profit is what survives every cost, interest and tax — the number EPS, dividends and book value all grow from.

Haldyn Glass Ltd earned ₹10.0 Cr of net profit in the Jun 26 quarter, +100.0% year on year. It is the 4th consecutive quarter of growth. Full-year FY26 profit was ₹25.0 Cr. The 10-year compound rate is 13.6%. That is 7.2% of the quarter's revenue. The same quarter a year earlier earned ₹5.0 Cr.

Jun 26 profit was ₹10.0 Cr, +100.0% year on year — the 4th consecutive quarter of growth. On the full year, FY26 printed ₹25.0 Cr (+31.6%), and the 10-year compound rate is 13.6%.

FY26 profit ₹25.0 Cr (+31.6% YoY) Net profit bars, ₹ Cr (left); YoY growth-% line (right). 11-year window. A bar is red when it is lower than the year before.
13.6% a year over 10 years
Net profitYoY growth
29143%2278%1513%7−53%0−118%₹ Cr%₹2531.6%FY16FY21FY26
29143%2278%1513%7−53%0−118%₹ Cr%₹2531.6%FY16FY21FY26
Jun 26: ₹10.0 Cr (+100.0% YoY) Quarterly net profit bars, ₹ Cr (left); YoY growth-% line (right). Last 12 quarters. A bar is red when it is lower than the quarter before.
4th straight quarter of growth
Net profit (quarterly)YoY growth
11112%870%528%3−14%0−56%₹ Cr%₹10100%Sep 23Dec 24Jun 26
11112%870%528%3−14%0−56%₹ Cr%₹10100%Sep 23Dec 24Jun 26

Why profit moved: revenue contributed +20.9% and the margin +1.0 pp — the quarter was revenue-led, with the margin roughly flat.

Pace comparison, last four quarters: profit +60.0% vs revenue +19.5%. Profit is growing faster than sales — fixed costs are being spread over a bigger base, and each extra rupee of revenue drops more to the bottom line.

FY26-Q4. revenue ₹108 Cr and profit ₹7 Cr as reported.

FY27-Q1. revenue ₹139 Cr and profit ₹10 Cr as reported.

Why-sources: our stock research file (22 August 2026) and the company’s own results for those quarters.

06 · Cash flow — the router

Cash flow — the router The P&L says what was earned; the cash-flow statement says what actually arrived. Operating cash flow (CFO) against profit is the cleanest lie detector in the accounts.

Over the last 3 fiscal years 183% of Haldyn Glass Ltd's reported profit arrived as operating cash — the cash follows the profit. In FY26 that was ₹62.0 Cr of operating cash against ₹25.0 Cr of profit. After ₹25.0 Cr of capital spending, ₹37.0 Cr was left as free cash.

Why this happened. Cash conversion cycle compressed from 172 days in FY22 to 87 days in FY26, driven by debtor days reducing to 57 days. This supported FY26 operating cash flow of ₹62 Cr (2.48x PAT) and enabled total borrowings to contract to ₹116 Cr.

FY26: operating cash of ₹62.0 Cr against reported profit of ₹25.0 Cr, leaving free cash of ₹37.0 Cr after ₹25.0 Cr of capital spending. Across the last 3 fiscal years the conversion rate is 183% of profit.

Cash-flow readings here are annual — that is the resolution our series carries, so this section moves once a year.

FY26: CFO ₹62.0 Cr vs profit ₹25.0 Cr Operating cash flow and net profit by fiscal year, ₹ Cr; the line is free cash flow (CFO minus capital spending). 11-year window, annual resolution. FY24 reflects an acquisition year — point shown clipped.
183% of 3-year profit arrived as cash
Operating cashNet profitFree cash
6847264−17₹ Cr₹62₹25₹37FY16FY21FY26
6847264−17₹ Cr₹62₹25₹37FY16FY21FY26
FY26: CFO = 248% of profit (three-year rate 183%) Operating cash as a share of net profit, per fiscal year, % (line). Dashed line = 100% — every unit of profit arriving as cash; outlier years shown pinned.
Conversion100%
318%253%188%123%58%%248%FY16FY21FY26
318%253%188%123%58%%248%FY16FY21FY26

Why conversion sits at 183%: the cash cycle tightened 92 days between FY21 and FY26 — cash that used to wait in the cycle now reaches the bank sooner.

Router verdict: the bigger cash user is investment — capital spending ran 3.2× depreciation over three years, so the next section's job is to check what that build-out is buying.

Watch next
MetricWorking Capital Cycle Compression
ThresholdReceivables stretch beyond 75 days or inventory piles up due to finished goods accumulation.
Which resultthe next result
07 · Where the cash goes

Where the cash goes Working capital is the cash tied up between paying suppliers and getting paid: debtor days (customers owe), inventory days (stock waits), and the cash conversion cycle (the whole loop, in days of sales).

Haldyn Glass Ltd's cash conversion cycle runs 87 days in FY26, down from 179 days in FY21. Capital spending ran ₹251 Cr over the last 3 years. At FY26 sales of ₹464 Cr each day of that cycle holds about ₹1.3 Cr, so roughly ₹111 Cr sits inside the business at any moment.

Why this happened. The company completed ₹188 Cr of capex in FY24, bringing cumulative 5-year capital outlay to ₹301 Cr. This capex inflection point expanded melting capacity, enabling quarterly revenue to scale from ₹87 Cr in Jun 2024 to ₹139 Cr in Jun 2026.

FY26: debtors at 57 days, inventory at 194 days — roughly 6.4 months of stock waiting to sell; that is where the cash sits while it waits — for a full cycle of 87 days, tighter than FY21's 179.

The full loop: cash goes out to suppliers and production on day 0; stock waits 194 days to sell; customers pay about 57 days after that; and suppliers themselves are paid at 165 days — netting out to the 87-day cycle.

In money terms: at FY26 sales of ₹464 Cr, each day of the cycle holds about ₹1.3 Cr — so the 87-day loop keeps roughly ₹111 Cr sitting inside the business at any moment.

FY26: a 87-day cash cycle Debtor days, inventory days, payable days and the cash conversion cycle by fiscal year. 11-year window.
−92 days vs FY21
Cash cycleInventory daysDebtor daysPayable days
35827419010521days87d194d57d165dFY16FY18FY21FY23FY26
35827419010521days87d194d57d165dFY16FY21FY26

On the investment side: capital spending of ₹251 Cr over the last 3 fiscal years against ₹78.0 Cr of depreciation — the company is building well ahead of wear-and-tear. Capital work-in-progress stands at ₹2.0 Cr (FY26) — capacity paid for but not yet earning.

FY26: capex ₹25.0 Cr, work-in-progress ₹2.0 Cr Capital spending per fiscal year, ₹ Cr (bars); capital work-in-progress, ₹ Cr (line). Quarterly capital-spending history is not held for India — annual is the honest resolution.
a build-out
CapexWork-in-progress
2041458525−34₹ Cr₹25₹2FY17FY19FY21FY23FY26
2041458525−34₹ Cr₹25₹2FY17FY21FY26

The synthesis: the cash is going into capacity, not disappearing into the cycle — the question becomes whether the new capacity earns.

Watch next
MetricFurnace Capacity Ramp from FY24 Capex
ThresholdFurnace utilization reaches peak capacity without subsequent debottlenecking investments.
Which resultthe next result
08 · Return on capital

Return on capital Return on capital employed (ROCE) is the profit the whole business earns on all the money in it — equity and debt together. It is the single best test of whether growth creates value or just size.⚠ unverified

Haldyn Glass Ltd earns a ROCE of 14% in FY26. That is up from a trough of 1% in FY18. Return on invested capital clears the cost of that capital by −4.7 percentage points, so growth here is not yet paying for the capital it uses. The wiring behind it is 5.4% net margin on 0.92× asset turns.

FY26 ROCE is 14%, recovered from a FY18 trough of 1% — the full ladder below shows the fall and the climb, undoctored.

🚨 Why the return is what it is — the wiring (FY26): 5.4% net margin × 0.92× asset turns × 2.15× balance-sheet leverage ≈ 10.7% on equity. Margin does its share; leverage is a meaningful part of the equation.

The capstone test — ROIC − WACC: 7.3% − 12.0% = a −4.7 pp spread. The 12.0% is a standing assumption for the cost of capital in India, not a per-stock estimate — read the sign and the size of the spread, not the decimals. Negative — growth at these returns destroys value until the returns recover.

FY26: ROCE 14% Return on capital employed by fiscal year, % (line); ROIC by fiscal year, % (line). 10-year window, dips included. Dashed line = the 12.0% cost of capital used on this page.
the climb back from FY18's 1%
ROCEROIC (annual)WACC
19%14%9.5%4.6%−0.4%%14%7.4%FY17FY21FY26
19%14%9.5%4.6%−0.4%%14%7.4%FY17FY21FY26
Q4 FY26: ROCE 10.7% (TTM) vs WACC 12.0% Trailing-twelve-month ROCE and ROIC, per quarter, %; dashed line = the cost of capital. Last 12 quarters, put on a trailing-twelve-month basis and anchored to the annual figure.
ROCE (TTM)ROIC (TTM)WACC
13%11%8.6%6.3%4.0%%10.7%8.4%Q1 FY24Q2 FY25Q4 FY26
13%11%8.6%6.3%4.0%%10.7%8.4%Q1 FY24Q2 FY25Q4 FY26
09 · Debt

Debt Debt-to-equity says how much of the business is funded by borrowings. Low is the safe corner; the trend matters as much as the level.⚠ unverified

Haldyn Glass Ltd carries total debt of ₹116 Cr against shareholder equity of ₹234 Cr as of Mar 26, a debt-to-equity of 0.50. On the annual view that ratio went from 0.08 in FY22 to 0.50 in FY26. Read the returns elsewhere on this page with that leverage in mind.

Why this happened. Glass manufacturing entails continuous-furnace operations with fixed energy baseloads. As quarterly revenue expanded to ₹139 Cr in Q1 FY27, operating margin improved to 16% from 12% in Dec 2024, exemplifying the operating leverage catapult framework.

Mar 26: total debt of ₹116 Cr against shareholder equity of ₹234 Cr — a debt-to-equity of 0.50. On the annual view, debt-to-equity went from 0.08 (FY22) to 0.50 (FY26). Read the returns on this page with that leverage in mind.

FY26: debt ₹116 Cr at 0.50× equity Total debt by fiscal year, ₹ Cr (bars); debt-to-equity, × (line). 5-year window.
Total debtDebt-to-equity
1430.7×1070.5×710.4×360.2×00.0×₹ Cr×₹1160.50×FY22FY24FY26
1430.7×1070.5×710.4×360.2×00.0×₹ Cr×₹1160.50×FY22FY24FY26
Mar 26: debt ₹116 Cr, debt-to-equity 0.50 Total debt per quarter, ₹ Cr (bars); debt-to-equity, × (line). Last 12 quarters. India reports the full balance sheet half-yearly, so the intervening quarter carries the prior reading forward.
Total debt (quarterly)Debt-to-equity
1440.7×1080.6×720.5×360.3×00.2×₹ Cr×₹1160.50×Jun 23Sep 24Mar 26
1440.7×1080.6×720.5×360.3×00.2×₹ Cr×₹1160.50×Jun 23Sep 24Mar 26
Watch next
MetricOperating Leverage on Fixed Overhead Base
ThresholdVolume demand slows while energy feedstock prices surge, reversing the operating leverage effect.
Which resultthe next result
10 · Ownership

Ownership Who owns the stock, quarter by quarter: promoters (the controlling owners), foreign and domestic institutions, and the public. Steady accumulation by people close to the numbers is a signal; a quiet register is also an answer.

Promoters added 1.0 points of Haldyn Glass Ltd over 8 quarters, the biggest move on the register. That takes promoters to 59.1% of the company. Domestic institutions moved +0.3 points over the same window, to 2.0%. The register is read on the four disclosed classes only; nothing is inferred between filings.

The register over the last two years — Promoters: +1.0 points over 8 quarters to 59.1%; Domestic institutions: +0.3 points over 8 quarters to 2.0%; Foreign institutions: +0.0 points over 8 quarters to 0.0%.

Why the register moved: promoters drove it (+1.0 points) — steady accumulation by institutions reading the same numbers this page reads.

Fiscal-year ends: promoters +0.9 pts from Mar 24 to Mar 26 Shareholding at each fiscal-year end (March quarter), % of the company. 3 year-ends held.
PromotersForeign inst.Domestic inst.Public
64%47%30%12%−4.7%%59.0%0%1.8%39.2%Mar 24Mar 25Mar 26
64%47%30%12%−4.7%%59.0%0%1.8%39.2%Mar 24Mar 25Mar 26
Promoters added 1.0 points over 8 quarters Shareholding by holder class, % of the company, quarterly, last 13 quarters.
PromotersForeign inst.Domestic inst.Public
64%47%30%12%−4.7%%59.1%0%2.0%38.8%Jun 23Dec 24Jun 26
64%47%30%12%−4.7%%59.1%0%2.0%38.8%Jun 23Dec 24Jun 26
11 · Safety line

Safety line The Z-score estimates how far a company sits from balance-sheet distress — above roughly 3 is safe, below roughly 1.8 is the danger zone. It was built for manufacturers, so it is not applied to banks and lenders.

Haldyn Glass Ltd: the Z-score is not available for this stock, so we say so rather than invent one. It is a distance-to-distress estimate from the balance sheet, not a forecast of failure. The debt, cash-flow and return sections above carry the balance-sheet evidence this page does hold, and each of them states its own reporting date.

The safety line in one sentence: the Z-score is not available for this stock, so we say so rather than invent one.

12 · Valuation

Valuation P/E is the price of ₹1 of annual profit: how many rupees the market pays for each rupee the company earns in a year.

Haldyn Glass Ltd trades at 25.2× P/E, mid-range by its own standards (63rd percentile). Its long-run median P/E is 22.6×, measured across 10.0 years of weekly readings. This places the multiple against the stock’s own record, and says nothing about what the business is worth.

Today's P/E of 25.2× is mid-range by its own standards (63rd percentile), against a long-run median of 22.6× measured over 10.0 years of weekly readings. This is a comparison against the stock's own history — not a claim about what it is worth.

P/E 25.2× vs a 22.6× long-run median P/E, weekly (left axis); earnings per share, trailing twelve months, weekly (right axis). 10.0-year window; loss-period spikes above 64× shown pinned at the top. The eps (ttm) bars are red where the reading is lower than the quarter before.
mid-range by its own standards (63rd percentile)
P/EMedianEPS (TTM) (quarterly)
68.1×₹6.252.5×₹4.736.8×₹3.121.2×₹1.65.6×₹0.0×25.60×₹6Sep 16Nov 19Apr 22Jul 24Sep 26
68.1×₹6.252.5×₹4.736.8×₹3.121.2×₹1.65.6×₹0.0×25.60×₹6Sep 16Apr 22Sep 26
P/E
25.2×
63rd percentile of 10y

Put together: the multiple is unremarkable against its own past, so the story rests on the earnings line underneath it, not the multiple.

A quarterly PEG curve, which only the second data source carries, is not drawn on this page: its two data sources do not share enough overlapping reported history to be compared. A figure nobody could check is not used to price growth — the gap is a decision, not missing data.

13 · What the price assumes

What the price assumes This reading works the multiple backwards. It asks one question: what yearly rate of profit growth is a buyer at the market price already paying for? The number is the growth rate that makes eleven years of profit — six years growing, then five fading — add up to that day's market price, once each year is discounted at 11% a year.

Solved at its 27 August 2026 price, Haldyn Glass Ltd was paying for profit growth of about 16.1% a year. Profit itself has compounded 13.6% a year over the past 10 years. Today the market pays 25.2× P/E, the 63rd percentile of its own 10-year range.

What the two numbers say together. The multiple is unremarkable against its own past, and the growth the price is paying for is close to what this company has actually delivered.

How to hold this number: it is a reading of one day's price, taken on 27 August 2026, not a running figure — every other number on this page, the multiple included, is read off the live quote as of 11 September 2026. A higher price is paying for more growth and a lower price for less, so it moves whenever the price does, and this page does not restate it between measurements.

14 · Stage: Turning around

Stage: Turning around Every business sits somewhere on a fundamental arc, and this page names the spot before anything else. The last twelve quarters of revenue, profit and EPS growth — plus the return the business earns on its capital — are read as curves: Deteriorating (the curves are falling), Turning around (a trough has just formed and the last few quarters lift off it), Improving (the climb off the trough is sustained), Consistent (steadily positive with healthy returns), Topping out (still high but decelerating from the peak). When the curves genuinely disagree the read is Mixed; too little history is No read. CAGR (compound annual growth rate) is the smooth yearly pace that turns the starting value into the latest one — the fairest way to compare growth across different time spans. Read the columns together: if the 1-year number towers over the 10-year, recent growth is running hotter than the long-run trend. A dash means that window is not held, or the base year was a loss (where a growth rate is not meaningful).

Haldyn Glass Ltd reads as turning around on its fundamental arc. Turning around — profit growth swung from −33.3% at the trough to +100.0% off a 5-quarter-old trough (single-quarter readings), ROCE holding at 14.0%. The read is built from 10 quarters across 3 curves, on partial evidence.

Growth, year by year: revenue +21.5% in FY26, profit +31.6% Year-over-year growth per fiscal year, %: revenue (left axis); net profit and EPS (right axis — profit growth swings far wider). Zero line drawn.
Revenue YoYProfit YoYEPS YoY
56%146%35%79%14%12%−7.1%−56%−28%−123%%%21.5%31.6%FY16FY21FY26
56%146%35%79%14%12%−7.1%−56%−28%−123%%%21.5%31.6%FY16FY21FY26
Three growth curves, twelve quarters Year-on-year growth of trailing-twelve-month revenue (left axis), profit and EPS (right axis — they swing far wider), % at each quarter-end. Where the trailing-twelve-month history is short, the curve falls back to single-quarter year-on-year growth — noisier, and the classifier smooths and caps base-effect spikes before reading. A missing point means that reading is not held for the quarter.
the trajectory the stage is read from · revenue rolling over, profit accelerating
RevenueProfitEPS
141%112%103%70%65%28%27%−14%−10%−56%%%20.9%100%55.5%Sep 23Dec 24Jun 26
141%112%103%70%65%28%27%−14%−10%−56%%%20.9%100%55.5%Sep 23Dec 24Jun 26
ROCE Annual readings — the quarterly balance-sheet pieces this curve needs are not held for this stock, so the returns read moves once a year and carries less weight in the call.
the return curve, annual readings
ROCE
18%17%15%13%12%%14%FY23FY24FY26
18%17%15%13%12%%14%FY23FY24FY26
Revenue growth
Steady high
latest +20.9% · span +0.0% to +32.2%
Profit growth
Rising
latest +100.0% · span −44.4% to +75.0%
ROCE
Stuck low
latest 14.0% · span 12.0%–18.0%

Why it matters: growth inflections are where re-ratings start — the curves say a turn is forming, so the question becomes whether the next quarters confirm it.

One or more growth curves carry a base-effect spike — a large year-on-year move off a near-zero or loss-making comparable quarter. Those spikes are capped before the classifier reads the trajectory, and shown pinned on the chart, so a single distorted quarter does not drive the stage call.

Return readings here are annual, not quarterly — read as level and direction only; they can confirm the growth curves but never drive the stage on their own.

A partial read: at least one curve is short, or the returns curve is not the computed quarterly series — hold the stage word a little more loosely.

Compound annual growth rate (%) Compound annual growth rate over each window, %. Revenue, profit and EPS from fiscal-year figures; share price is the price CAGR over the same spans. A dash = that window is not held, or the base was a loss.
1yr3yr5yr10yr
Revenue+21.5%+13.2%+21.1%+12.6%
Profit+31.6%−2.5%+29.0%+13.6%
EPS+31.7%−2.7%+27.1%+14.0%
Revenue YoY (Jun 26)
+20.9%
latest quarter vs a year ago
Profit YoY (Jun 26)
+100.0%
latest quarter vs a year ago
Revenue 10y
12.6%
long-run compound pace
15 · 4-Factor Sector Score

4-Factor Sector Score

61.8/100 — rank 2 of 6 in Packaging - FMCG/Consumers · 72% evidence confidence

Haldyn Glass Ltd scores 61.8 out of 100 against the 6 companies it is compared with in Packaging - FMCG/Consumers, ranking 2. Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.

The four contributions add to the total exactly: 28 + 12.9 + 8.4 + 12.5 = 61.8. This is the SAME number shown on the sector comparison — it is computed once, for the whole peer set, and read here.

What would change it: The read weakens if profit growth turns negative or margin improvement reverses while sector-relative strength deteriorates.

16 · Related companies · Packaging - FMCG/Consumers
CompanyScorePrice stageGrowth & earnings/35Capital efficiency/25Valuation/20Relative strength/20
1Huhtamaki India LtdHUHTAMAKI 62.4/100Mixed-positive evidence81% evidence BREAKING OUT 26.9/35 Revenue 4.7% · PAT 82.7% · OPM change 3 pp 95% evidence 7.8/25 ROCE 12% · OPM 10% 95% evidence 14.1/20 P/E 14.1× · PEG — 50% evidence 13.6/20 RS sector -1.8% · RS bench 22% · 1Y 6.8%10 of 10 weeks ahead 70% evidence
Exact sum: 26.9 + 7.8 + 14.1 + 13.6 = 62.4 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
2Haldyn Glass Ltdthis pageHALDYNGL 61.8/100Mixed-positive evidence72% evidence BREAKING OUT 28.0/35 Revenue 19% · PAT 61.1% · OPM change 1 pp 95% evidence 12.9/25 ROCE 13.5% · OPM 16% 95% evidence 8.4/20 P/E 25.2× · PEG — 50% evidence 12.5/20 RS sector — · RS bench 44.4% · 1Y —9 of 9 weeks ahead 25% evidence
Exact sum: 28 + 12.9 + 8.4 + 12.5 = 61.8 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
3AGI Greenpac LtdAGI 49.2/100Mixed-negative evidence93% evidence BREAKING OUT 13.8/35 Revenue 4.3% · PAT 3.4% · OPM change 1 pp 100% evidence 19.9/25 ROCE 19.5% · OPM 22% 100% evidence 6.7/20 P/E 13.5× · PEG 2.94 65% evidence 8.8/20 RS sector -8.8% · RS bench 13.2% · 1Y -11.3%12 of 12 weeks ahead 100% evidence
Exact sum: 13.8 + 19.9 + 6.7 + 8.8 = 49.2 · Decision use: Strong business, demanding price: keep it on the quality list, but require either earnings upgrades or valuation compression.
4EPL LtdEPL 46.7/100Mixed-negative evidence100% evidence BREAKING OUT 11.7/35 Revenue 16.9% · PAT -1.5% · OPM change -1 pp 100% evidence 16.9/25 ROCE 17.8% · OPM 19% 100% evidence 14.2/20 P/E 18.7× · PEG 1.33 100% evidence 3.9/20 RS sector -11.2% · RS bench 11.1% · 1Y 4.4%6 of 12 weeks ahead 100% evidence
Exact sum: 11.7 + 16.9 + 14.2 + 3.9 = 46.7 · Decision use: Cheap but unconfirmed: require improving earnings before treating the valuation as an opportunity.
5Mold-Tek Packaging LtdMOLDTKPAC 41.3/100Mixed-negative evidence100% evidence TURNING 19.7/35 Revenue 14.5% · PAT 15.2% · OPM change 0 pp 100% evidence 10.9/25 ROCE 13.3% · OPM 19% 100% evidence 8.9/20 P/E 29.6× · PEG 1.64 100% evidence 1.8/20 RS sector -13.8% · RS bench 7.2% · 1Y -18.4%7 of 12 weeks ahead 100% evidence
Exact sum: 19.7 + 10.9 + 8.9 + 1.8 = 41.3 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
6TCPL Packaging LtdTCPLPACK 41.2/100Mixed-negative evidence94% evidence BREAKING OUT 7.3/35 Revenue 4.9% · PAT -13.4% · OPM change 0 pp 100% evidence 12.7/25 ROCE 17.7% · OPM 17% 100% evidence 9.5/20 P/E 28.3× · PEG 0.95 100% evidence 11.7/20 RS sector -6.6% · RS bench 30.4% · 1Y 14.5%10 of 10 weeks ahead 70% evidence
Exact sum: 7.3 + 12.7 + 9.5 + 11.7 = 41.2 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.

Missing observations are not scored as bad. Their missing weight lowers confidence and pulls the final score toward neutral. PEG is not shown when the ratio cannot mean anything: the company must be making a profit, its price-to-earnings must be positive, and its three-year earnings growth must fall between 5% and 60%. Dividing a price multiple by a loss, or by growth measured off a tiny base, produces a number that looks precise and tells you nothing. Under relative strength, one mark per week shows the last 12 weeks: a mark is filled where the company led NIFTY 500 by 5% or more over the 13 weeks ending that week, which is the same test used everywhere on this site. Price stage places the company on the same six-step curve the sector itself is placed on — basing, turning, breaking out, leader, fading, asleep — read from how many weeks running it has led NIFTY 500 and whether that lead is widening or shrinking. It describes where the PRICE stands, not the earnings trajectory and not a recommendation, and it is left blank for a company whose weekly history is too short or too stale to read.

17 · Frequently asked questions

Frequently asked questions

What is Haldyn Glass Ltd's share price today?

Haldyn Glass Ltd trades at ₹148. The company is valued at ₹783 Cr. The stock sits at the very top of its 52-week range (₹92–₹148), +29.3% versus its 200-day average. On the tape, the price is in a confirmed uptrend, 15 weeks in. — as of 11 September 2026.

What were Haldyn Glass Ltd's latest quarterly results?

Haldyn Glass Ltd reported revenue of ₹139 Cr and net profit of ₹10.0 Cr for the Jun 26 quarter. Revenue rose 20.9% and profit rose 100.0% year on year. Earnings per share were ₹1.91. The operating margin was 16.0%, 1.0 pp higher than a year earlier. — as of 11 September 2026.

What is Haldyn Glass Ltd's revenue?

Haldyn Glass Ltd reported revenue of ₹139 Cr in the Jun 26 quarter, +20.9% year on year. For the full FY26 fiscal year, revenue was ₹464 Cr (+21.5%). Over the last 10 years revenue compounded at 12.6% a year. — as of 11 September 2026.

What is Haldyn Glass Ltd's profit?

Haldyn Glass Ltd earned ₹10.0 Cr of net profit in the Jun 26 quarter, +100.0% year on year — the 4th straight quarter of growth. Full-year FY26 profit was ₹25.0 Cr. The operating margin ran 16.0% in the latest quarter. — as of 11 September 2026.

What is Haldyn Glass Ltd's market cap?

Haldyn Glass Ltd's market capitalisation is ₹783 Cr at a share price of ₹148. Market cap is the share price multiplied by shares outstanding, so it is restated whenever the price moves. — as of 11 September 2026.

What is Haldyn Glass Ltd's P/E ratio?

Haldyn Glass Ltd trades at a P/E of 25.2×, at the 63rd percentile of its own 10-year range, against a long-run median of 22.6×. This is a comparison with the stock's own history, not a value call — as of 11 September 2026.

Does Haldyn Glass Ltd pay a dividend?

Yes — Haldyn Glass Ltd's dividend payout was 15% of profit in FY26, and it recorded a payout in 10 of its last 11 reported fiscal years. One of those years shows a negative ratio because profit itself was negative. This page holds the payout ratio, not a per-share amount. — as of 11 September 2026.

Is Haldyn Glass Ltd overvalued?

On its own history, Haldyn Glass Ltd looks mid-range: its P/E of 25.2× sits at the 63rd percentile of its 10-year range (long-run median 22.6×). That is a percentile read against the stock's own past, not a price opinion or a direction call. — as of 11 September 2026.

Is Haldyn Glass Ltd growing?

Yes — Haldyn Glass Ltd is growing: latest-quarter revenue +20.9% year on year, profit +100.0%, and the margin +1.0 pp at 16.0%. The 10-year compound rates are 12.6% (revenue) and 13.6% (profit). The earnings engine currently reads: improving — as of 11 September 2026.

How is Haldyn Glass Ltd performing?

Haldyn Glass Ltd is in a confirmed uptrend, 15 weeks in. Its latest quarter's revenue rose 20.9% and profit rose 100.0% year on year. Against the NIFTY 500 it has been ahead on a trailing-13-week view for 4 weeks. This describes what the data did, not a rating. — as of 11 September 2026.

What stage is Haldyn Glass Ltd in?

Turning around — profit growth swung from −33.3% at the trough to +100.0% off a 5-quarter-old trough (single-quarter readings), ROCE holding at 14.0%. The read comes from the last 12 quarters of growth (revenue growth +20.9% latest, profit growth +100.0% latest) plus the ROCE curve, classified by deterministic rules — a trajectory read, not a buy or sell call — as of 11 September 2026.

Is Haldyn Glass Ltd in an uptrend?

Yes — the price is in a confirmed uptrend (week 15 of stage 2), trading +29.3% versus its 200-day average and at the very top of its 52-week range. Price stages cycle base → advance → top → decline, and the stage names where this stock sits in that cycle — as of 11 September 2026.

Is Haldyn Glass Ltd beating the market?

On recent form, yes — Haldyn Glass Ltd has been ahead of the NIFTY 500 on a trailing-13-week view for 4 straight weeks, the same metric the week-by-week ribbon on this page draws. Separately, on the cumulative view: over the last 5 months the stock moved +61% against the NIFTY 500's −1% — ahead of the index over the full window. — as of 11 September 2026.

Will Haldyn Glass Ltd's share price go up?

This page publishes no price forecast for Haldyn Glass Ltd. What it measures instead: the share price is ₹148, the price is in a confirmed uptrend 15 weeks in. Its P/E of 25.2× sits at the 63rd percentile of its own 10-year range. — as of 11 September 2026.

Who owns Haldyn Glass Ltd?

Promoters hold 59.1% of Haldyn Glass Ltd, foreign institutions 0.0%, domestic institutions 2.0% and the public 38.8% (latest quarter). The biggest move on the register over the last two years: Promoters added 1.0 points over 8 quarters. — as of 11 September 2026.

Does Haldyn Glass Ltd have too much debt?

It is moderate — Haldyn Glass Ltd's debt-to-equity is 0.50, and operating profit covers the interest bill 5×. FY26 borrowings were ₹116 Cr against equity of ₹234 Cr. Read the returns on this page with that leverage in mind — as of 11 September 2026.

What is Haldyn Glass Ltd's capex?

Haldyn Glass Ltd spent ₹251 Cr on capital expenditure over the last 3 fiscal years, a figure derived from the change in fixed assets plus depreciation. In FY26 alone that was ₹25.0 Cr, with ₹2.0 Cr in capital work-in-progress — capacity paid for but not yet earning. — as of 11 September 2026.

What is Haldyn Glass Ltd's cash flow?

Haldyn Glass Ltd generated ₹62.0 Cr of operating cash flow in FY26 and ₹37.0 Cr of free cash flow after ₹25.0 Cr of capital spending. Reported profit that year was ₹25.0 Cr, so operating cash ran ahead of profit. Cash-flow resolution for India is annual. — as of 11 September 2026.

Is Haldyn Glass Ltd's profit real cash?

Yes — over the last 3 fiscal years, 183% of Haldyn Glass Ltd's reported profit arrived as operating cash. In FY26, operating cash was ₹62.0 Cr against reported profit of ₹25.0 Cr. The cash then goes mostly into building capacity. Cash-flow resolution is annual — as of 11 September 2026.

Where is Haldyn Glass Ltd in its business cycle?

Haldyn Glass Ltd's FY26 operating margin was 14.0%, against a 11-year band of 3.9%–16.0%: mid-band by its own history — neither the peak that precedes mean-reversion nor the trough that precedes recovery. The latest quarter ran 16.0%. Profitability versus a company's own long band is the cleanest cycle clock this page holds — as of 11 September 2026.

What growth does Haldyn Glass Ltd's price assume?

At its price on 27 August 2026, Haldyn Glass Ltd was priced for profit growth of about 16.1% a year. Profit itself has compounded 13.6% a year over the past 10 years. The figure reads the multiple backwards: the growth a buyer at that price was already paying for. — as of 11 September 2026.

What could break the Haldyn Glass Ltd story?

Biggest watch item: the price is already 15 weeks into its uptrend — timing risk, not thesis risk. Mechanically, two Friday closes in a row below the 200-day average would end the price trend — that is the exit rule this page tracks — as of 11 September 2026.

Is Haldyn Glass Ltd a stock worth studying right now?

This is not investment advice. The machine read: Haldyn Glass Ltd's three tracks disagree. Price, valuation and the earnings engine each tell a different story — the next quarter or two settles it. The sharpest open question: the next one or two quarters of delivery. Every number on this page is drawn deterministically from the raw series, with no forecasts and no price opinions — as of 11 September 2026.

Sector Alpha — machine-written from the numbers · Data as of 2026-09-11. Every chart on this page is drawn by deterministic code from the raw series — no forecasts, no price opinions, and nothing here is investment advice.

Not SEBI Registered !! Not Investment advice !!

Chat with this pageChat with pageChatChatGPTClaudePerplexityGoogle AI