Sector Alpha Week of 2026-09-18
Not SEBI Registered !! Not Investment advice !!
Sector Alpha — machine-written from the numbers · Data as of 2026-09-18

Plastiblends India Ltd

PLASTIBLEN
Plastics - Plastic & Plastic Products

Plastiblends India Ltd is coiled. The quarters are improving, yet the P/E sits at the 8th percentile of its own 10-year range — the business is moving before the market.

The sharpest disagreement: Promoters moved −1.6 points over 8 quarters while the operating story went the other way — someone close to the numbers is not convinced.

The price is in a confirmed uptrend (7 weeks in) while the P/E sits at the 8th percentile of its own 10-year range. Underneath, the last four quarters read improving — profit +66.7% year on year, and 65% of the last 3 years' profit arrived as cash. What settles it: whether the register turns back in the story’s favour.

Stage
Turning around
partial read
Price
₹199
+5.8% 1Y
P/E
12.1×
8th pctile
of its own 10-year range
Revenue (Jun 26)
₹222 Cr
+11.0% YoY
Profit (Jun 26)
₹15.0 Cr
+66.7% YoY
Operating margin
10.0%
+3.0 pp YoY
ROCE
11%
FY26
Cash conversion
65%
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.
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.

Plastiblends India Ltd trades at ₹199, in a confirmed uptrend and 7 weeks into that stage. That is +13.6% against its own 200-day average. It sits at 100% of a 52-week range of ₹127 to ₹199. On relative strength it has been ahead of the NIFTY 500 on a trailing-13-week view for 17 straight weeks.

Today the stock is in a confirmed uptrend — week 7 of stage 2, confirmed. At ₹199 it trades +13.6% versus its 200-day average and sits at 100% of its 52-week range (₹127–₹199).

Aug 26: ₹199 Weekly closing price (₹) with 50- and 200-day averages; shaded bands mark the price stage (grey base, green advance, amber top, red decline). 3-year window.
+13.6% versus the 200-day line, week 7 of stage 2
Price50-day avg200-day avg
S2S3S2S4₹378₹310₹243₹175₹108₹199₹175Aug 23May 24Feb 25Nov 25Aug 26
S2S3S2S4₹378₹310₹243₹175₹108₹199₹175Aug 23Feb 25Aug 26
Beating or trailing, week by week since 2016 Each cell is one week from 2016 to now (526 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
Jul 16Aug 26

Against the market, two honest reads. Cumulative: over the last 10.1 years the stock moved −5% while the NIFTY 500 moved +223% — behind the index over the full window. Recent form: on a trailing-13-week view the stock has been ahead for 17 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

Plastiblends India Ltd's story is not scored yet against the markers our research file set on 19 July 2026. Where it sits in its own cycle: Not stated in the research file. Our fortnightly research layers last read it on 19 July 2026.

NOT YET CHECKED

Our read, 19 July 2026. Masterbatch manufacturer with a near-debt-free balance sheet and two consecutive quarters of recovering margins, trading near the lowest PE percentile of its 10-year history, but mid-cycle normalized margins and zero management transparency cap conviction at Bronze.

From the numbers. The trailing PE of 12.1x sits in the 7th percentile of 10-year history — near the bottom of the observed range. Normalizing current OPM of 9.9% to the 10-year mid-cycle average of 8.3% yields a normalized PE of 11.1x at…

From the price. Price stage 2, week 7 — above its 200-day line, relative strength rising.

From the research. Masterbatch manufacturer with a near-debt-free balance sheet and two consecutive quarters of recovering margins, trading near the lowest PE percentile of its 10-year history, but mid-cycle normalized margins and zero…

🚨 Where they disagree. The trailing PE of 12.1x sits in the 7th percentile of 10-year history — near the bottom of the observed range. Normalizing current OPM of 9.9% to the 10-year mid-cycle average of 8.3% yields a normalized PE of 11.1x at the 4th percentile. Surface and normalized readings are within 3 percentile points of each other, confirming no margin-distortion amplification. The cycle_normalized verdict is FAIRLY_PRICED. The operating cycle stage is early expansion — ROCE at 11% is at the 20th percentile of own history and revenue is flat, so the business is not yet in a compounding phase, but the margin recovery from trough confirms the cycle has turned.

What is proven. Masterbatch manufacturer with a near-debt-free balance sheet and two consecutive quarters of recovering margins, trading near the lowest PE percentile of its 10-year history, but mid-cycle normalized margins and zero management transparency cap conviction at Bronze.

What is not proven yet. If OPM falls back below 7% for two consecutive quarters without a demonstrable input-cost event, the recovery thesis is broken and the stock reverts to a flat-revenue declining-ROCE story. Separately, if debtor days exceed 70 days on the next annual reading, the working-capital build becomes a receivables-quality concern, not just a volume-scaling story.

🚨 What would change our mind. If OPM falls back below 7% for two consecutive quarters without a demonstrable input-cost event, the recovery thesis is broken and the stock reverts to a flat-revenue declining-ROCE story. Separately, if debtor days exceed 70 days on the next annual reading, the working-capital build becomes a receivables-quality concern, not just a volume-scaling story.

Layer 1 read, 19 July 2026 — KEEP. Cheap masterbatch maker with a real but shallow, single-driver margin bounce — capped-conviction P2. Plastiblends' margins recovered for two quarters (OPM 5%->10%, PAT ₹6cr->₹15cr) at a 6.3rd-percentile PE, but this is a cyclical crude-derivative margin bounce on a flat-revenue, declining-ROCE base (16%->11%) with working capital bloating. With zero investor-call disclosure to confirm any mechanism and only one nameable driver, conviction is capped.

What would change Layer 1’s mind. OPM falling back below 7% for two consecutive quarters without an input-cost event would break the recovery and revert it to a flat-revenue declining-ROCE story; conversely a 3rd quarter >=8% OPM plus debtor days holding <=65 would confirm durability [forward M1/M2].

Layer 2 read, 19 July 2026 — BENCH. Cheap masterbatch converter with a real but cyclical, unconfirmed margin bounce — hold, don't admit, on absent external evidence. The margin recovery (OPM 5→9→10, PAT 6→14→15) is genuine but rests on one cyclical input-cost driver with no revenue growth (FLAT earnings_curve) and STRUCTURAL_DECLINE cyclicality. Every external stress-test stream was empty this fortnight, so L2 adds no confirmation OR contradiction — and the SUB_GDP-growth signal demands a structural turnaround this is not. With no specific external negative, the correct P2 call under the thin-streams rule is BENCH.

What would change Layer 2’s mind. If the next annual/concall shows OPM holding ≥9-10% for a third quarter WITH a management-stated structural mix/volume mechanism (not just an input-cost bounce) AND debtor days stay below 70 — i.e. D1's stops_working_if does NOT trip and a second durable driver emerges — L2 would flip BENCH→ADVANCE. Conversely OPM back below 7% for 2 quarters (thesis.would_change_my_mind) confirms DROP.

the numbers
STRONG_OPPORTUNITY
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: OPM at 9.9% appears above average for this business The research reads it further: The 10-year OPM range per cycle_normalized is 4.3%–14.7%; current 9.9% is at the 68th percentile — above mid-cycle of 8.3%. The GPM bridge from 21% (trough) to 27% (current) confirms the driver is input-cost normalization. Margins are above mid-cycle but not at historical peaks (12–14%), so the cycle is in early expansion, not at peak

🚨 What the surface reading misses. The surface reading is: 0.65x OCF/PAT over three years appears adequate The research reads it further: The three-year aggregate masks a severe FY25 dip to 0.27x (OCF 9 Cr, PAT 33 Cr) driven by WC absorbing 39 Cr — debtor days jumped from 41 to 54 and inventory from 76 to 88. FY26 improved to 0.57x as payable days extended to 21. The cash_decomposition story is growth_wc_plus_capex — WC absorption of 91 Cr across five years, not a cash leak

Sources: our stock research file (19 July 2026) · quarterly results through Jun 26. The story check is re-scored every results season; the record below never changes.

03 · Revenue

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

Plastiblends India Ltd reported ₹222 Cr of revenue in the Jun 26 quarter, +11.0% year on year. That is the 4th straight quarter of year-on-year growth. Over 10 years it has compounded at 4.2% a year. The last full year, FY26, came in at ₹768 Cr. The last four reported quarters add to ₹812 Cr.

FY26 revenue came in at ₹768 Cr (+1.3% on the year), capping 10 years at 4.2% compound. The latest quarter (Jun 26) printed ₹222 Cr, +11.0% year on year — the 4th consecutive quarter of year-over-year growth.

FY26 revenue ₹768 Cr (+1.3% YoY) Revenue bars, ₹ Cr (left); YoY growth-% line (right). 11-year window. A bar is red when it is lower than the year before.
4.2% a year over 10 years
RevenueYoY growth
84328%63319%4229.8%2110.4%0−9.0%₹ Cr%₹7681.3%FY16FY21FY26
84328%63319%4229.8%2110.4%0−9.0%₹ Cr%₹7681.3%FY16FY21FY26
Jun 26: ₹222 Cr (+11.0% 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.
4th straight quarter of growth
Revenue (quarterly)YoY growth
24013%1806.2%120−0.4%60−7.1%0−14%₹ Cr%₹22211%Sep 23Dec 24Jun 26
24013%1806.2%120−0.4%60−7.1%0−14%₹ Cr%₹22211%Sep 23Dec 24Jun 26

Pace check: the last four quarters averaged +5.6% growth against the decade's 4.2% — the current year is running faster than its own long-run rate.

Acceleration check: trailing-twelve-month revenue grew +5.7% over the last 4 quarters against −0.4%/yr over the last 8 — accelerating; TTM profit +31.3% vs +3.8%/yr — accelerating.

FY26-Q4. revenue ₹211 Cr and profit ₹14 Cr as reported.

FY27-Q1. revenue ₹222 Cr and profit ₹15 Cr as reported.

Why-sources: our stock research file (19 July 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.

Plastiblends India Ltd's operating margin is 10.0% in the Jun 26 quarter, +3.0 percentage points against the same quarter a year ago. Across 12 fiscal years the operating margin has ranged 7.0% to 12.0%. The current quarter sits inside that band.

Why this happened. GPM expanded from approximately 21% in Sep–Dec 2022 to 25–27% in FY25–FY26 as crude oil derivative prices (polymer feedstocks, pigments) eased. With GPM recovering, OPM followed to 9–10%. The two consecutive quarters above 9% OPM are consistent with input costs having normalized off their FY22 highs. If GPM holds at 25–27%, OPM can sustain at 8–10%.

The latest quarter's operating margin is 10.0%, +3.0 pp against the same quarter a year ago. Across 12 fiscal years the operating margin has ranged 7.0%–12.0%.

Why the margin moved: operating margin went +3.2 pp year on year while gross margin went +2.2 pp — the gain came mostly from the gross line: input costs and pricing.

FY26: 7.0% Operating margin by fiscal year, %, line (left); year-on-year change in the margin, in percentage points, line (right). 12-year window.
within a 7.0–12.0% band over 12 years
operating marginYoY change (pp)
12%2.4%11%0.9%9.5%−0.5%8.1%−1.9%6.6%−3.4%%%7%0%FY15FY20FY26
12%2.4%11%0.9%9.5%−0.5%8.1%−1.9%6.6%−3.4%%%7%0%FY15FY20FY26
Jun 26: 10.0% operating margin (+3.0 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)
10%3.4%8.9%1.9%7.5%0.5%6.0%−0.9%4.6%−2.4%%%10%3%Sep 23Dec 24Jun 26
10%3.4%8.9%1.9%7.5%0.5%6.0%−0.9%4.6%−2.4%%%10%3%Sep 23Dec 24Jun 26

FY26-Q4. revenue ₹211 Cr and profit ₹14 Cr as reported.

FY27-Q1. revenue ₹222 Cr and profit ₹15 Cr as reported.

Why-sources: our stock research file (19 July 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.

Plastiblends India Ltd earned ₹15.0 Cr of net profit in the Jun 26 quarter, +66.7% year on year. It is the 2nd consecutive quarter of growth. Full-year FY26 profit was ₹37.0 Cr. The 10-year compound rate is −0.3%. That is 6.8% of the quarter's revenue. The same quarter a year earlier earned ₹9.0 Cr.

Jun 26 profit was ₹15.0 Cr, +66.7% year on year — the 2nd consecutive quarter of growth. On the full year, FY26 printed ₹37.0 Cr (+12.1%), and the 10-year compound rate is −0.3%.

FY26 profit ₹37.0 Cr (+12.1% 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.
−0.3% a year over 10 years
Net profitYoY growth
4134%3118%211.3%10−15%0−32%₹ Cr%₹3712.1%FY16FY21FY26
4134%3118%211.3%10−15%0−32%₹ Cr%₹3712.1%FY16FY21FY26
Jun 26: ₹15.0 Cr (+66.7% 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.
2nd straight quarter of growth
Net profit (quarterly)YoY growth
1675%1244%813%4−18%0−49%₹ Cr%₹1566.7%Sep 23Dec 24Jun 26
1675%1244%813%4−18%0−49%₹ Cr%₹1566.7%Sep 23Dec 24Jun 26

Why profit moved: revenue contributed +11.0% and the margin +3.0 pp — the quarter was margin-led: most of the profit growth came from keeping more of each sale.

Pace comparison, last four quarters: profit +27.3% vs revenue +5.6%. 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 ₹211 Cr and profit ₹14 Cr as reported.

FY27-Q1. revenue ₹222 Cr and profit ₹15 Cr as reported.

Why-sources: our stock research file (19 July 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 65% of Plastiblends India Ltd's reported profit arrived as operating cash — most of the profit is real cash. In FY26 that was ₹21.0 Cr of operating cash against ₹37.0 Cr of profit. After ₹28.0 Cr of capital spending, ₹−7.0 Cr was left as free cash.

FY26: operating cash of ₹21.0 Cr against reported profit of ₹37.0 Cr, leaving free cash of ₹−7.0 Cr after ₹28.0 Cr of capital spending. Across the last 3 fiscal years the conversion rate is 65% of profit.

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

FY26: CFO ₹21.0 Cr vs profit ₹37.0 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.
65% of 3-year profit arrived as cash
Operating cashNet profitFree cash
8157338−16₹ Cr₹21₹37₹−7FY16FY21FY26
8157338−16₹ Cr₹21₹37₹−7FY16FY21FY26
FY26: CFO = 57% of profit (three-year rate 65%) Operating cash as a share of net profit, per fiscal year, % (line). Dashed line = 100% — every unit of profit arriving as cash.
Conversion100%
286%217%147%77%7.8%%57%FY16FY21FY26
286%217%147%77%7.8%%57%FY16FY21FY26

🚨 Why conversion sits at 65%: the cash cycle tightened 16 days between FY21 and FY26 — cash that used to wait in the cycle now reaches the bank sooner. Less than 70% of profit arriving as cash is the thing to watch on this page.

Router verdict: no single sink dominates — the next section checks both the working-capital cycle and the capital spending.

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).

Plastiblends India Ltd's cash conversion cycle runs 137 days in FY26, down from 153 days in FY21. Capital spending ran ₹50.0 Cr over the last 3 years. At FY26 sales of ₹768 Cr each day of that cycle holds about ₹2.1 Cr, so roughly ₹288 Cr sits inside the business at any moment.

Why this happened. Fixed assets rose from 170 Cr (FY25) to 180 Cr (FY26) with capex of 28 Cr — a 2.5x step from the 11 Cr per year pace of FY24–FY25. CWIP of 6 Cr suggests some installation still in progress. If this investment is efficiency-oriented (automation, energy savings), it could support OPM above the normalized average without a revenue step change.

FY26: debtors at 62 days, inventory at 96 days — roughly 3.2 months of stock waiting to sell; that is where the cash sits while it waits — for a full cycle of 137 days, tighter than FY21's 153.

The full loop: cash goes out to suppliers and production on day 0; stock waits 96 days to sell; customers pay about 62 days after that; and suppliers themselves are paid at 21 days — netting out to the 137-day cycle.

In money terms: at FY26 sales of ₹768 Cr, each day of the cycle holds about ₹2.1 Cr — so the 137-day loop keeps roughly ₹288 Cr sitting inside the business at any moment.

FY26: a 137-day cash cycle Debtor days, inventory days, payable days and the cash conversion cycle by fiscal year. 12-year window.
−16 days vs FY21
Cash cycleInventory daysDebtor daysPayable days
16412383420days137d96d62d21dFY15FY17FY20FY23FY26
16412383420days137d96d62d21dFY15FY20FY26

On the investment side: capital spending of ₹50.0 Cr over the last 3 fiscal years against ₹45.0 Cr of depreciation — building somewhat ahead of wear-and-tear. Capital work-in-progress stands at ₹6.0 Cr (FY26) — capacity paid for but not yet earning.

FY26: capex ₹28.0 Cr, work-in-progress ₹6.0 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.
steady investment
CapexWork-in-progress
866543220₹ Cr₹28₹6FY16FY18FY21FY23FY26
866543220₹ Cr₹28₹6FY16FY21FY26

The synthesis: neither the cycle nor the build-out is hoarding the cash — the machine is reasonably clean.

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.

Plastiblends India Ltd earns a ROCE of 11% in FY26. That is up from a trough of 9% in FY23. A return-on-invested-capital spread against the cost of capital is not computable from what is held here. The wiring behind it is 4.8% net margin on 1.38× asset turns.

FY26 ROCE is 11%, recovered from a FY23 trough of 9% — the full ladder below shows the fall and the climb, undoctored.

Why the return is what it is — the wiring (FY26): 4.8% net margin × 1.38× asset turns × 1.24× balance-sheet leverage ≈ 8.2% on equity. Margin does its share; leverage is modest — this is an earned return, not a borrowed one.

FY26: ROCE 11% Return on capital employed by fiscal year, % (line). 12-year window, dips included. Dashed line = the 12.0% cost of capital used on this page.
the climb back from FY23's 9%
ROCEWACC
28%23%18%13%7.6%%11%FY15FY17FY20FY23FY26
28%23%18%13%7.6%%11%FY15FY20FY26
09 · Debt

Debt Debt-to-equity says how much of the business is funded by borrowings; interest cover says how many times operating profit pays the interest bill. Low and high, respectively, is the safe corner.

Plastiblends India Ltd carries ₹22.0 Cr of borrowings against ₹449 Cr of equity in FY26, a debt-to-equity of 0.05. Operating profit covers the interest bill 27×. Over 5 years borrowings went from ₹32.0 Cr to ₹22.0 Cr. Capital spending ran ₹50.0 Cr across the last 3 of those years.

FY26: borrowings of ₹22.0 Cr against equity of ₹449 Cr — a debt-to-equity of 0.05. Operating profit covers the interest bill 27×. Over 5 years borrowings went from ₹32.0 Cr to ₹22.0 Cr while capital spending ran ₹50.0 Cr in just the last 3 — the build-out is being paid for out of cash, not debt.

FY26: borrowings ₹22.0 Cr at 0.05× equity Borrowings by fiscal year, ₹ Cr (bars); debt-to-equity, × (line). 12-year window. Quarterly balance-sheet history is not held for India — annual is the honest resolution.
debt is falling while the business grows
BorrowingsDebt-to-equity
1130.5×850.4×570.2×280.1×00.0×₹ Cr×₹220.05×FY15FY17FY20FY23FY26
1130.5×850.4×570.2×280.1×00.0×₹ Cr×₹220.05×FY15FY20FY26
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 cut 1.6 points of Plastiblends India Ltd over 8 quarters, the biggest move on the register. That takes promoters to 62.8% of the company. Foreign institutions moved −0.5 points over the same window, to 0.3%. The register is read on the four disclosed classes only; nothing is inferred between filings.

The register over the last two years — Promoters: −1.6 points over 8 quarters to 62.8%; Foreign institutions: −0.5 points over 8 quarters to 0.3%; Domestic institutions: +0.0 points over 8 quarters to 0.0%.

🚨 Why the register moved: promoters drove it (−1.6 points), alongside foreign institutions (−0.5 points) — distribution into the market’s bid.

Fiscal-year ends: promoters −1.6 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
70%51%32%14%−5.2%%62.8%0.2%0%37.0%Mar 24Mar 25Mar 26
70%51%32%14%−5.2%%62.8%0.2%0%37.0%Mar 24Mar 25Mar 26
Promoters cut 1.6 points over 8 quarters Shareholding by holder class, % of the company, quarterly, last 12 quarters.
PromotersForeign inst.Domestic inst.Public
70%51%32%14%−5.2%%62.8%0.3%0%36.9%Sep 23Dec 24Jun 26
70%51%32%14%−5.2%%62.8%0.3%0%36.9%Sep 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.

Plastiblends India 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.

Plastiblends India Ltd trades at 12.1× P/E, near the bottom of its own range — cheaper only 8% of the time. Its long-run median P/E is 16.9×, measured across 10.1 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 12.1× is near the bottom of its own range — cheaper only 8% of the time, against a long-run median of 16.9× measured over 10.1 years of weekly readings. This is a comparison against the stock's own history — not a claim about what it is worth.

P/E 12.1× vs a 16.9× long-run median P/E, weekly (left axis); earnings per share, trailing twelve months, weekly (right axis). 10.1-year window; loss-period spikes above 26× shown pinned at the top. The eps (ttm) bars are red where the reading is lower than the quarter before.
near the bottom of its own range — cheaper only 8% of the time
P/EMedianEPS (TTM) (quarterly)
27.8×₹17.822.3×₹13.316.7×₹8.911.1×₹4.45.6×₹0.0×12.10×₹17Jul 16Jan 19Jul 21Feb 24Aug 26
27.8×₹17.822.3×₹13.316.7×₹8.911.1×₹4.45.6×₹0.0×12.10×₹17Jul 16Jul 21Aug 26
P/E
12.1×
8th percentile of 10y

Why the multiple sits where it does: over the past year annual EPS moved +9.7% against a +5.8% price move — earnings outran the price, pushing the multiple DOWN its own range.

The price move, decomposed: over 5y, of the −6.3%/yr price move, ~+2.5%/yr came from earnings growth and ~−8.8 pp from the multiple (compressing); over 10y, of the −0.7%/yr price move, ~+1.7%/yr came from earnings growth and ~−2.4 pp from the multiple (compressing). The split is the honest approximate (price return minus earnings growth); it makes the rally itself visible instead of hiding it behind the percentile.

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

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 20 July 2026 price, Plastiblends India Ltd was paying for profit growth of about 4.5% a year. Profit itself has compounded −0.3% a year over the past 10 years. Today the market pays 12.1× P/E, the 8th percentile of its own 10-year range.

What the two numbers say together. The multiple is low 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 20 July 2026, not a running figure — every other number on this page, the multiple included, is read off the live quote as of 18 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).

Plastiblends India Ltd reads as turning around on its fundamental arc. Turning around — profit growth swung from −14.3% at the trough to +66.7% off a 3-quarter-old trough (single-quarter readings), ROCE holding at 11.0%. The read is built from 9 quarters across 3 curves, on partial evidence.

Growth, year by year: revenue +1.3% in FY26, profit +12.1% 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
28%34%19%18%9.8%1.3%0.4%−15%−9.0%−32%%%1.3%12.1%FY16FY21FY26
28%34%19%18%9.8%1.3%0.4%−15%−9.0%−32%%%1.3%12.1%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 accelerating, profit accelerating
RevenueProfitEPS
13%75%6.2%44%−0.4%13%−7.1%−18%−14%−49%%%11%66.7%35.6%Sep 23Dec 24Jun 26
13%75%6.2%44%−0.4%13%−7.1%−18%−14%−49%%%11%66.7%35.6%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
11.2%10.6%10.0%9.42%8.84%%11%FY23FY24FY26
11.2%10.6%10.0%9.42%8.84%%11%FY23FY24FY26
Revenue growth
Rising
latest +11.0% · span −11.9% to +11.0%
Profit growth
Flat
latest +66.7% · span −40.0% to +40.0%
ROCE
Stuck low
latest 11.0% · span 9.0%–11.0%

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+1.3%+0.7%+6.7%+4.2%
Profit+12.1%+11.1%+0.0%−0.3%
EPS+9.7%+11.0%−0.4%−0.3%
Share price+5.8%−3.9%−6.3%−0.7%
Revenue YoY (Jun 26)
+11.0%
latest quarter vs a year ago
Profit YoY (Jun 26)
+66.7%
latest quarter vs a year ago
Revenue 10y
4.2%
long-run compound pace
15 · 4-Factor Sector Score

4-Factor Sector Score

53.4/100 — rank 5 of 8 in Plastics - Plastic & Plastic Products · 82% evidence confidence

Plastiblends India Ltd scores 53.4 out of 100 against the 8 companies it is compared with in Plastics - Plastic & Plastic Products, ranking 5. Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.

The four contributions add to the total exactly: 21 + 8.7 + 14.9 + 8.8 = 53.4. 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 · Plastics - Plastic & Plastic Products
CompanyScorePrice stageGrowth & earnings/35Capital efficiency/25Valuation/20Relative strength/20
1Arrow Greentech LtdARROWGREEN 66.6/100Favorable setup87% evidence LEADER 16.2/35 Revenue 12.8% · PAT 16.7% · OPM change 7 pp 95% evidence 21.0/25 ROCE 29.6% · OPM 41% 95% evidence 9.4/20 P/E 21× · PEG — 50% evidence 20.0/20 RS sector 30.3% · RS bench 60% · 1Y 57%12 of 12 weeks ahead 100% evidence
Exact sum: 16.2 + 21 + 9.4 + 20 = 66.6 · Decision use: Price leads the evidence: RS versus the benchmark is 60%, but earnings trajectory is weak. Wait for revenue and profit confirmation.
2Mayur Uniquoters LtdMAYURUNIQ 64.8/100Mixed-positive evidence100% evidence ASLEEP 25.0/35 Revenue 15.4% · PAT 34.4% · OPM change 2 pp 100% evidence 15.6/25 ROCE 24.5% · OPM 22% 100% evidence 17.0/20 P/E 15.6× · PEG 0.62 100% evidence 7.2/20 RS sector -0.1% · RS bench 22.9% · 1Y 43.5%7 of 12 weeks ahead 100% evidence
Exact sum: 25 + 15.6 + 17 + 7.2 = 64.8 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
3Shaily Engineering Plastics LtdSHAILY 61.2/100Mixed-positive evidence100% evidence LEADER 30.4/35 Revenue 19.9% · PAT 50.4% · OPM change 2 pp 100% evidence 18.5/25 ROCE 29.3% · OPM 30% 100% evidence 1.0/20 P/E 81.9× · PEG 4.29 100% evidence 11.3/20 RS sector 2.2% · RS bench 25.9% · 1Y 40.2%12 of 12 weeks ahead 100% evidence
Exact sum: 30.4 + 18.5 + 1 + 11.3 = 61.2 · Decision use: Confirmed research leader: earnings, capital efficiency and relative strength agree. Move to management, catalyst and risk diligence.
4Nilkamal LtdNILKAMAL 54.6/100Mixed-positive evidence87% evidence BREAKING OUT 19.3/35 Revenue 7.6% · PAT 20.2% · OPM change 2 pp 95% evidence 6.8/25 ROCE 10.6% · OPM 9% 95% evidence 10.6/20 P/E 20.9× · PEG — 50% evidence 17.9/20 RS sector 5.2% · RS bench 30.4% · 1Y 22%10 of 12 weeks ahead 100% evidence
Exact sum: 19.3 + 6.8 + 10.6 + 17.9 = 54.6 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
5Plastiblends India Ltdthis pagePLASTIBLEN 53.4/100Mixed-positive evidence82% evidence 21.0/35 Revenue 5.7% · PAT 31.3% · OPM change 3 pp 95% evidence 8.7/25 ROCE 10.7% · OPM 10% 76% evidence 14.9/20 P/E 12.1× · PEG — 50% evidence 8.8/20 RS sector -6% · RS bench 15.9% · 1Y 1.6%7 of 7 weeks ahead to 2026-08-16 100% evidence
Exact sum: 21 + 8.7 + 14.9 + 8.8 = 53.4 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
6Kingfa Science & Technology (India) LtdKINGFA 52.3/100Mixed-positive evidence100% evidence BREAKING OUT 24.2/35 Revenue 24.1% · PAT 46.1% · OPM change 3 pp 100% evidence 13.8/25 ROCE 23.2% · OPM 16% 100% evidence 4.1/20 P/E 35× · PEG 3.11 100% evidence 10.2/20 RS sector 0% · RS bench 23.8% · 1Y 25.1%9 of 12 weeks ahead 100% evidence
Exact sum: 24.2 + 13.8 + 4.1 + 10.2 = 52.3 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
7DDev Plastiks Industries LtdDDEVPLSTIK 46.7/100Mixed-negative evidence94% evidence ASLEEP 12.6/35 Revenue 15.3% · PAT 9.2% · OPM change 0 pp 100% evidence 15.4/25 ROCE 31% · OPM 9% 100% evidence 14.4/20 P/E 12.4× · PEG 1.72 100% evidence 4.3/20 RS sector -15.3% · RS bench -5.4% · 1Y -26.7%7 of 10 weeks ahead 70% evidence
Exact sum: 12.6 + 15.4 + 14.4 + 4.3 = 46.7 · Decision use: Cheap but unconfirmed: require improving earnings before treating the valuation as an opportunity.
8Responsive Industries LtdRESPONIND 20.6/100Adverse evidence87% evidence ASLEEP 2.3/35 Revenue -13.1% · PAT -49.4% · OPM change -9.3 pp 100% evidence 9.4/25 ROCE 10.8% · OPM 12.1% 100% evidence 5.9/20 P/E 41.7× · PEG 3.05 65% evidence 3.0/20 RS sector -17.6% · RS bench -9.3% · 1Y -20.7%3 of 10 weeks ahead 70% evidence
Exact sum: 2.3 + 9.4 + 5.9 + 3 = 20.6 · 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 Plastiblends India Ltd's share price today?

Plastiblends India Ltd trades at ₹199, +5.8% over the past year. The company is valued at ₹518 Cr. The stock sits at the very top of its 52-week range (₹127–₹199), +13.6% versus its 200-day average. On the tape, the price is in a confirmed uptrend, 7 weeks in. — as of 18 September 2026.

What were Plastiblends India Ltd's latest quarterly results?

Plastiblends India Ltd reported revenue of ₹222 Cr and net profit of ₹15.0 Cr for the Jun 26 quarter. Revenue rose 11.0% and profit rose 66.7% year on year. Earnings per share were ₹5.75. The operating margin was 10.0%, 3.0 pp higher than a year earlier. — as of 18 September 2026.

What is Plastiblends India Ltd's revenue?

Plastiblends India Ltd reported revenue of ₹222 Cr in the Jun 26 quarter, +11.0% year on year. For the full FY26 fiscal year, revenue was ₹768 Cr (+1.3%). Over the last 10 years revenue compounded at 4.2% a year. — as of 18 September 2026.

What is Plastiblends India Ltd's profit?

Plastiblends India Ltd earned ₹15.0 Cr of net profit in the Jun 26 quarter, +66.7% year on year — the 2nd straight quarter of growth. Full-year FY26 profit was ₹37.0 Cr. The operating margin ran 10.0% in the latest quarter. — as of 18 September 2026.

What is Plastiblends India Ltd's market cap?

Plastiblends India Ltd's market capitalisation is ₹518 Cr at a share price of ₹199. Market cap is the share price multiplied by shares outstanding, so it is restated whenever the price moves. — as of 18 September 2026.

What is Plastiblends India Ltd's P/E ratio?

Plastiblends India Ltd trades at a P/E of 12.1×, at the 8th percentile of its own 10-year range, against a long-run median of 16.9×. This is a comparison with the stock's own history, not a value call — as of 18 September 2026.

Does Plastiblends India Ltd pay a dividend?

Yes — Plastiblends India Ltd's dividend payout was 21% of profit in FY26, and it recorded a payout in each of its last 12 reported fiscal years. This page holds the payout ratio, not a per-share amount. — as of 18 September 2026.

Is Plastiblends India Ltd overvalued?

On its own history, Plastiblends India Ltd looks cheap: its P/E of 12.1× has been cheaper only 8% of the time in 10 years (long-run median 16.9×). That is a percentile read against the stock's own past, not a price opinion or a direction call. — as of 18 September 2026.

Is Plastiblends India Ltd growing?

Yes — Plastiblends India Ltd is growing: latest-quarter revenue +11.0% year on year, profit +66.7%, and the margin +3.0 pp at 10.0%. The 10-year compound rates are 4.2% (revenue) and −0.3% (profit). The earnings engine currently reads: improving — as of 18 September 2026.

How is Plastiblends India Ltd performing?

Plastiblends India Ltd is in a confirmed uptrend, 7 weeks in. Its latest quarter's revenue rose 11.0% and profit rose 66.7% year on year. Against the NIFTY 500 it has been ahead on a trailing-13-week view for 17 weeks. This describes what the data did, not a rating. — as of 18 September 2026.

What stage is Plastiblends India Ltd in?

Turning around — profit growth swung from −14.3% at the trough to +66.7% off a 3-quarter-old trough (single-quarter readings), ROCE holding at 11.0%. The read comes from the last 12 quarters of growth (revenue growth +11.0% latest, profit growth +66.7% latest) plus the ROCE curve, classified by deterministic rules — a trajectory read, not a buy or sell call — as of 18 September 2026.

Is Plastiblends India Ltd in an uptrend?

Yes — the price is in a confirmed uptrend (week 7 of stage 2), trading +13.6% 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 18 September 2026.

Is Plastiblends India Ltd beating the market?

On recent form, yes — Plastiblends India Ltd has been ahead of the NIFTY 500 on a trailing-13-week view for 17 straight weeks, the same metric the week-by-week ribbon on this page draws. Separately, on the cumulative view: over the last 10.1 years the stock moved −5% against the NIFTY 500's +223% — behind the index over the full window. — as of 18 September 2026.

Will Plastiblends India Ltd's share price go up?

This page publishes no price forecast for Plastiblends India Ltd. What it measures instead: the share price is ₹199, the price is in a confirmed uptrend 7 weeks in. Its P/E of 12.1× sits at the 8th percentile of its own 10-year range. — as of 18 September 2026.

Who owns Plastiblends India Ltd?

Promoters hold 62.8% of Plastiblends India Ltd, foreign institutions 0.3%, domestic institutions 0.0% and the public 36.9% (latest quarter). The biggest move on the register over the last two years: Promoters cut 1.6 points over 8 quarters. — as of 18 September 2026.

Does Plastiblends India Ltd have too much debt?

No — Plastiblends India Ltd's debt-to-equity is 0.05, and operating profit covers the interest bill 27×. FY26 borrowings were ₹22.0 Cr against equity of ₹449 Cr. The returns on this page are earned, not borrowed — as of 18 September 2026.

What is Plastiblends India Ltd's capex?

Plastiblends India Ltd spent ₹50.0 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 ₹28.0 Cr, with ₹6.0 Cr in capital work-in-progress — capacity paid for but not yet earning. — as of 18 September 2026.

What is Plastiblends India Ltd's cash flow?

Plastiblends India Ltd generated ₹21.0 Cr of operating cash flow in FY26 and ₹−7.0 Cr of free cash flow after ₹28.0 Cr of capital spending. Reported profit that year was ₹37.0 Cr, so operating cash ran behind profit. Cash-flow resolution for India is annual. — as of 18 September 2026.

Is Plastiblends India Ltd's profit real cash?

Mostly — over the last 3 fiscal years, 65% of Plastiblends India Ltd's reported profit arrived as operating cash. In FY26, operating cash was ₹21.0 Cr against reported profit of ₹37.0 Cr. The cash then goes into a mix of the working-capital cycle and capacity. Cash-flow resolution is annual — as of 18 September 2026.

Where is Plastiblends India Ltd in its business cycle?

Plastiblends India Ltd's FY26 operating margin was 7.0%, against a 12-year band of 7.0%–12.0%: the low end of its own band, which is where recoveries start when they come. The latest quarter ran 10.0%. Profitability versus a company's own long band is the cleanest cycle clock this page holds — as of 18 September 2026.

What growth does Plastiblends India Ltd's price assume?

At its price on 20 July 2026, Plastiblends India Ltd was priced for profit growth of about 4.5% a year. Profit itself has compounded −0.3% 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 18 September 2026.

What could break the Plastiblends India Ltd story?

The sharpest disagreement: Promoters moved −1.6 points over 8 quarters while the operating story went the other way — someone close to the numbers is not convinced. 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 18 September 2026.

Is Plastiblends India Ltd a stock worth studying right now?

This is not investment advice. The machine read: Plastiblends India Ltd is coiled. The quarters are improving, yet the P/E sits at the 8th percentile of its own 10-year range — the business is moving before the market. The sharpest open question: whether the register turns back in the story’s favour. Every number on this page is drawn deterministically from the raw series, with no forecasts and no price opinions — as of 18 September 2026.

Sector Alpha — machine-written from the numbers · Data as of 2026-09-18. 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 !!

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