Top Tweets for #CreativeGraphicsSolutions
#SME #CGraphics #CreativeGraphicsSolutions
Creative Graphics Solutions H1 FY26 Concall Highlights:
👉FY 2026 & Future Outlook :
▫️Did not give explicit FY26 guidance but expects H2 to be higher than H1 because multiple new lines are coming online in H2
▫️New capacities contributing in H2 FY26:
💠PVDC/PVC line commercialisation in H2
💠Tandem line commercialisation in H2
💠Bangalore flexo plant already running and ramping
💠Oman flexo plant expected in H2
💠Wahren (pharma packaging) will continue to grow much faster than the flexo plate business.
▫️Margins: Expects current to sustain and improve over time because:
💠Raw material price increases are now being passed on
💠Mix shift to higher-value products (PVDC & Tandem have gross margins in high 30s and higher EBITDA than Alu-Alu
💠Initial discounting to large pharma clients will ease as volumes grow
💠Believes that they can go back to or exceed that ~8-9% PAT once scale benefits and product mix kick in
▫️Emphasis on complete product basket (Alu-Alu + PVDC + Tandem); ensures no dependence on one product and helps optimise customer wallet share
💠No diversification outside packaging planned; full focus on pharma packaging + flexo plates
👉Projects and pipeline:
▫️Alu-Alu (Cold Form Foil): Current capacity: 8,080 MT/annum → running at ~75% utilisation
💠New Italian machine (12,000 MT) delivered Oct 2025 → commercialisation now pushed to H1 FY27 (delay from vendor custom changes)
💠Total capacity post expansion: 20,000 MT/annum
💠Utilisation outlook: 75–80% on existing + 30–40% on new machine in FY27
💠Realisation: ₹370–430/kg
▫️PVDC/PVC coated line: Commercialisation on track for H2 FY26
💠Capacity: 12,000 MT/annum
💠Starting utilisation guidance: 10–15% in H2 FY26 (100–150 MT/month conservative)
💠Target: 70–80% by end FY27
💠Realisation: ₹240–350/kg → significantly higher % margin than Alu-Alu (lower absolute price but much lower raw material cost → leads to high gross margin)
▫️Tandem line: Commercialisation on track for H2 FY26
💠Not tonnage-based; multi-layer high-value structures (foil/paper/PET etc.)
💠Some structures give very high profitability → expected to be the highest-margin product in the basket
💠High inquiry backlog; claims that only one other player in India has similar capability
▫️Flexo Plate Business Expansion: Bangalore plant: installation complete → already started operations, ramping up
💠Oman plant: installation complete, solving teething issues → commercialisation expected in H2 FY26
💠Oman capacity: ~10 million sqcm/month
💠Overall flexo utilisation currently 65–70%; capacity is not a bottleneck → more about service reach; still 30% headroom + new plants
▫️Export Push (Wahren): Head of Export sales onboarded
💠Exhibition participation (6 international + 6 domestic in last 12 months)
💠Export orders expected to be 20%+ of revenue longer-term; margins +4–5% higher and better working-capital terms (advance/LC)
▫️Large pharma clients added (Aurobindo, Torrent, Sun Pharma in process, etc.) → shift from small to A+++ clients now visible
👉 Others :
💠Debtor insurance taken → allows pursuit of large pharma clients
💠Working capital cycle (now 100+ days) because of big pharma credit (90–120 days) → management comfortable; will use aggressive bill discounting + internal accruals; debt only for WC if needed
💠Cash flow from operations negative and will remain so until all facilities are online and sales momentum plateaus
💠No major capex planned for FY26/FY27 → only small reliability/spare capex; gross block largely done
💠No current plan to raise equity; will take debt if required
💠Other expenses dropped from ~11% to ~8% of sales because of operating leverage → expected to continue falling in % terms
💠Aluminium price spike impact largely absorbed; almost 100% pass-through now possible on new orders
💠Anti-dumping duty on Chinese clay caused one-off margin hit → now resolved
💠Flexo business align with EPR norms → gravure printing (toxic) being phased out globally; India penetration still only 9–12%
#CGRAPHICS #CREATIVEGRAPHICS #CREATIVEGRAPHICSSOLUTIONS
Creative Graphics Solutions Business Analysis
https://t.co/KKAtnYL8uN
Tandem Extrusion Products - Detailed Explanation (New biz line for Creative Graphics)
https://t.co/b8u7eR9iqt
Creative Graphics Q4FY25 Earnings Call Summary
https://t.co/ybzl1HLlju
P.S.
1. Take it with bucket of salt as AI generated (not all information maybe correct, objective is to get high level view of the business)
2. Invested, Assume Biased & Vested Interest
3. Read disclaimer/disclosure in Pinned message on the profile
4. Not a recommendation to Buy/Sell (ignore the buy/sell thesis in the AI generated summary; it is not my view and AI generated automatically)
5. Do your own due diligence and consult your financial advisor
#CreativeGraphicsSolutions lists at 175 . Happy Navratri 🙏🙏 happy fasting friends .
SME IPO GMP Alert 🔥
(05-Apr-24)
📊 Yash Optics And Lens: ₹11 (13.58%)
📊 Aluwind Architectural: ₹0 (0%)
📊 Creative Graphics Solutions India: ₹29 (34.12%)
📊 Jay Kailash Namkeen: ₹14 (19.18%)
🌐 More info at https://t.co/oZ09Rxtkld
#CreativeGraphicsSolutions #SME #NSE #GMP
Creative Graphics Solutions India Final Day Subscription Figure :
🏦 QIB: 98.79x
📊 NIIs: 473.2x
👥 Retail: 144.63x
🧾 Total: 201.94x
🌐 More info at https://t.co/bELEUrptah
#CreativeGraphicsSolutions #SME #NSE #BSE #IPOAlert #Subscription
Creative Graphics Solutions India 3rd Day Subscription Figure :
🏦 QIB: 0.02x
📊 NIIs: 6.12x
👥 Retail: 15.48x
🧾 Total: 9.06x
🌐 More info at https://t.co/bELEUrptah
#CreativeGraphicsSolutions #SME #NSE #BSE #Subscription #IPOAlert
New IPO Alert 🚀
Creative Graphics Solutions India (SME)
📅 Date: 28 Mar - 04 Apr
💰 Issue Price: ₹80-₹85
📦 Lot Size: 1,600 Shares
💵 Appl Amt: ₹1,28,000/-
📏 Size: ₹54.4 Cr Approx
👥 Retail Portion: 35%
🌐 More info at https://t.co/uR3xLVP1tn
#CreativeGraphicsSolutions #SME
On 22 March 2024, Noida headquartered Creative Graphics Solutions India Limited one of India’s leading organized
#CreativeGraphicsSolutions #AlpexSolar #EsconetTechnologies #NareshKhanna #ippo #AmitKumar #MSMEx #Rockingdeals
Read More... https://t.co/f7uqBrB0yX
#CreativeGraphicsSolutions India says its Rs 54.4-crore #IPO will open for public subscription on March 28.
Read ⬇️
https://t.co/nXJXBn9rEO
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