Shaily Engineering Plastics Limited reported a 40% year-on-year increase in profit after tax (PAT) to ₹40 crore for the quarter ended March 31, 2026 (Q4FY26), driven by robust performance in its healthcare segment. Revenue from operations rose 9% to ₹237 crore compared to ₹218 crore in the corresponding period of the previous year. The company’s earnings before interest, taxes, depreciation, and amortization (EBITDA) surged 27% to ₹69 crore, with margins expanding by 420 basis points to 29.3%.

For the full financial year FY26, the company recorded a 26% growth in revenue to ₹991 crore from ₹787 crore in FY25. PAT for the year jumped 83% to ₹170 crore, while EBITDA increased 61% to ₹288 crore. The board has approved an enabling resolution to raise up to ₹500 crores to maintain financial flexibility for future opportunities.

Segment Performance

The Healthcare segment was the primary growth driver, with revenue doubling in Q4FY26 and increasing 139% for the full year to ₹393 crore. This segment now contributes 40% of consolidated revenue, up from 21% in FY25. The company achieved a commercial milestone with the launch of pen injectors for Semaglutide in Canada and India.

The Consumer segment reported a degrowth of 31% in Q4FY26 and 9% for the full year, attributed to weaker demand in European and US export markets. However, the Industrial segment grew 60% in the quarter and 41% annually, supported by new business in power tools and LED lighting.

Operational Highlights

Machine utilization improved to 47.6% in FY26 from 42.2% in the previous year. Exports contributed approximately 68% of the total revenue. The company also commenced commercial supplies to a consumer electronics customer and signed a supply agreement for semiconductor trays, marking its entry into the semiconductor supply chain.

Management highlighted that the new 25 million capacity installed in March is currently running at 45% operational efficiency. The company targets a combined capacity of 40 million to 42 million pens from the new lines by the end of the year. Additionally, supplies for semiconductor trays are expected to commence in Q4 of the current financial year.

Shaily Engineering Plastics Limited has scheduled a group meeting with analysts and institutional investors under Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015. The company officials will attend the session to engage with participants based on publicly available information.

The meeting is set to take place on May 30, 2026, starting at 10:00 AM. It will be held in Baroda, Gujarat. The company clarified that no unpublished price sensitive information (UPSI) is intended to be discussed during these interactions.

The announcement was submitted to the stock exchanges pursuant to Regulation 30(6) of the SEBI regulations. Participants were advised that changes to the schedule might occur due to exigencies on the part of the host or the company.