Bai-kakaji Polymers Limited · BSE:BAIKAKAJI
Bai-kakaji Polymers — FY2026 Earnings Presentation
22 slides from Bai-kakaji Polymers's earnings presentation, Jun 12, 2026
Slide 1: BSE filing cover letter for investor presentation
To Date : 12-06-2026 BSE Limited Listing & Compliance Department Phiroze Jeejeebhoy Towers Dalal Street, Fort Mumbai - 400 001 Scrip Code: 544670 Sub: Investor Presentation Dear Sir/Madam, Pursuant to Regulation 30 read with Schedule III of the SEBI (Listing Obligations and Disclosure Requirements)
Slide 2: Investor Presentation
INVESTOR PRESENTATION www.baikakajipolymers.com Limited
Slide 3: Disclaimer
DISCLAIMER This presentation has been prepared by Bai Kakaji Polymers Limited (the “Company”) for informational purposes only and does not constitute or form part of any offer or invitation, or recommendation to purchase or subscribe for any securities of the Company, nor shall it or any part of it
Slide 4: Company Snapshot
Company Snapshot One Company. Multiple Packaging Solutions. INTEGRATED PLASTIC Bai-Kakaji Polymers has evolved into an integrated plastic packaging manufacturer serving PACKAGING PLATFORM beverage, FMCG, edible oil, dairy, pharmaceutical and industrial customers across India. The company operates ac
Slide 5: Financial Highlights FY26
Financial Highlights FY26 ₹365 Cr ₹48.78 Cr ₹26.98 Cr ₹13.36% ₹7.39% FY26 Revenue: EBITDA PAT EBITDA Margin PAT Margin ₹28.04 Cr ₹176 Cr 0.37x ₹217 Cr Operating Cash Flow Net Worth Debt-to-Equity Gross Block Parameter FY26 FY25 CHANGE Revenue from Operations (Rs. Cr) 364.69 325.37 +12.1% EBITDA (Rs.
Slide 6: Indian Packaging Industry - ₹7.36 Lakh Crore
Indian Packaging Industry - `7.36 Lakh Crore Plastic packaging dominatators with ~50% share, followed by paper. A STRUCTURAL SHIFT: Together these account for nearly three-quarters of india’s packaging market. ORGANIZED PLAYERS ARE GAINING MARKET SHARE Over 2.03 lakh crore of the plastic packaging 9
Slide 7: Indian Packaging Industry - Shift Towards Organized Players
Indian Packaging Industry - `7.36 Lakh Crore WHY THE SHIFT TOWARDS ORGANIZED PLAYERS? Food Safety Automation Scale & Cost Customer Market Certifications & Technology Efficiency Approvals Share Gain As organized players continue gaining share, scale, certifications and customer approvals become incre
Slide 8: From Total Packaging Market to Our Playing Field
From Total Packaging Market to Understanding Rigid Packaging - `1.26 Lakh Crore Our Playing Field PRODUCTS PET Performs • Closures Jars • Containers END MARKET SPLIT Plastic 34% Packaging Market Industry Share 46% ₹3.69 LAKH Beverage 45% CRORE FMCG 18% Personal Care 12% Pharma 8% Beverage 45% FMCG 1
Slide 9: Beverage Industry - ₹5.17 Lakh Crore
Beverage Industry - `5.17 Lakh Crore BEVERAGE INDUSTRY: WHERE THE REAL OPPORTUNITY LIES Energy 12,000 Serving both Tier-1 brands and regional market leaders across India. Juices 25,000 Pkg Water 30,000 BEVERAGE INDUSTRY 5.17 LAKH CRORE Cardbonated 35,000 LOCAL/UNORGANIZED BRANDS 1.80 Lakh Cr Tea/Cof
Slide 10: Rigid Packaging Solution
Complete Packaging One Company. Every Solution. QUALITY INNOVATION SUSTAINABILITY TRUST Rigid Packaging Solution PET PREFORM CAPS CLOSURES • Consistent quality • Consistent Leak-proof • Secure seal • High clarity • Durable • Tamper evident • Perfect base for • Customizable • Customer friendly strong
Slide 11: Flexible Packaging Solutions
Flexible Packaging Solutions The PET PrefVersatile Films & Labels for Every Industry BOPP & PRINTED STRETCH SHRINK PROTECTIVE LAMINATES & LABELS FILMS FILMS FILMS COATING FILMS High quality printing for Crystal clear finish, Protection from scratch, Better barrier, longer shelf Strong lowd hall, sec
Slide 12: Installed Capacity and Utilization Across Manufacturing Facilities
Installed Capacity and Utilization Across 5 Manufacturing Facilities Consistently high capacity utilization across the years (Cumulative) FY23 FY24 FY25 FY26 CAPACITY CAPACITY CAPACITY CAPACITY PET 15,664 19,785 21,000 22,600 ΜΤΡΑ ΜΤΡΑ ΜΤΡΑ ΜΤΡΑ PERFORM UTILIZATION UTILIZATION UTILIZATION UTILIZATIO
Slide 13: Our Clients
C Our Clients PREMIUM WATER Mantra: Sw pa @ FOSTER'S: SUNRICH EN 0 Manikchand’ I. one Xyric & PATANJAL cLoUuD9 a TATA. COPPER’ @. GROUP Parle Agro ert _ ( Phitate, CANPACK = EF Gite’y CR idstetg = CL
Slide 14: Phase 1: Our Journey So Far
PHASE 1: Our Journey So Far BSE 2013 FY20 FY23 FY25 FY25 Dec-25 Company Crossed Crossed Converted into Acquired Successfully Incorporated `100 Crore `200 Crore Public Limited Bai-Kakaji Listed on Revenu Revenu Company Industries BSE SME Started with1 Platform PET Perform Manufacturing Machine Over a
Slide 15: Phase 2: IPO as a Growth Accelerator
PHASE 2 : IPO as a Growth Accelerator Strengthening Balance Sheet. Investing for the Future. Financial Transformation Reuslt ISSUE SIZE ₹105 Debt Reduction STRONGER ~57% CRORE BALANCE SHEET Lower leverage and higher financial stability Reduction in debt Strategic Deployment of Funds LOWER FINANCE CO
Slide 16: Phase 3: Building The Next Growth Platform (Rigid)
PHASE 3: Building The Next Growth Platform ~₹100 Crore Expansion Program Backed By High Capacity Utilisation & Rising Demand Scaling Both Rigid & Flexible Packaging Capabilities To Capture The Next Phase Of Growth BAI-KAKAJI POLYMERS (RIGID PACKAGING) Existing Capacity PET Preforms Caps & Closures –
Slide 17: Phase 3: Mundada Polymers (Flexible Packaging)
PHASE 3: Building The Next Growth Platform MUNDADA POLYMERS (FLEXIBLE PACKAGING) Why Expansion? Flexible Packaging Utilisation Capacity Investment CI Flexo Printing Press Coextrusion Line Stretch Film Line Lamination Line Slitting Line 8,460 ~90% Major Investments ■ Lamination Line ~₹63.4 ■ ■ Alphaf
Slide 18: Way Forward & Promoter's Vision
Growth Roadmap Way Forward & Promoter's Vision • Strengthen position as an integrated packag- ing solutions provider across rigid and flexible Entering the Next Phase of Scalable Growth packaging segments. Over the years, the Company has established a strong foundation in packaging solutions through
Slide 19: Balance Sheet
Balance Sheet ` As at PARTICULARS 31 Mar 2026 (Consolidated) 31 Mar 2026 (Consolidated) EQUITY AND LIABILITIES Share Capital 2140.44 225.00 Reserves and Surplus 15430.09 5129.18 Long-term Borrowings 781.78 1895.62 Deferred Tax Liabilities 241.17 297.22 Other Long Term Liabilities 20.16 8.17 Short-te
Slide 20: Profit and Loss Statement
Profit and Loss Statement For the Stub Period / Year Ended PARTICULARS 31 Mar 2026 H2 30 Sep 2025 H1 FY26 FY25 Revenue from Operations 20,257.85 16,211.05 36,468.90 32,536.74 Other Income 673.45 335.17 1,008.62 589.32 Total Income 20,931.30 16,546.22 37,477.52 33,126.06 Cost of materials consumed 11,
Slide 21: Cash Flow Statement
Cash Flow Statement ` For the Stub Period / Year Ended PARTICULARS FY26 Consolidated FY25 Standalone Net Profit before Tax 3600.73 2584.82 Depreciation & Amortisation 1842.57 844.87 Effect of Exchange Rate Change (2.19) 0.06 Provision for Interest on MSME Dues 7.94 - Provision for CSR Expense 43.13
Slide 22: Limited
Limited