#SME #CreativeGraphics #CGRAPHICS Creative Graphics Solutions India H2FY26 Concall Highlights 👉 FY27 & Future Outlook ▫️Better optimism for FY27 with normalization of supply chains expected within 1-2 months 💠Q1-Q2 may see residual volatility but later on poised for sharp acceleration as new capacities (Alu-Alu, PVDC, Tandem, Bangalore Flexo) fully commercialize and contribute meaningfully 💠Installed capacity across businesses already supports 1000 Cr annual turnover 💠Management’s long-term ambition remains doubling top-line every year (non-linear journey) — (reiterated as realistic given current order traction and capacity headroom) ▫️Warren (pharma packaging) to drive ~80% of target (Alu-Alu PVDC Tandem blister); Flexo ~20%. 💠At optimal utilization: Warren gross margins targeted at 17-18%, EBITDA mid-teens (13-14%) — higher in exports and value-added products (holography, anti-counterfeit) 💠Margins bottomed in H2 FY26; sequential improvement expected from FY27 onward as front-loaded expansion costs are absorbed, supply volatility eases, and price hikes (already 30% on Alu-Alu, ~25% on PVDC) fully flow through 💠Exports (first order Feb 2026) to be key margin driver with better realizations; 20% export share targeted for Alu-Alu/PVDC business 💠Overall: FY27 viewed as “year of major action” as per management; to deliver meaningful step-up vs FY26’s consolidated revenue 👉 Current Order Book / Projects and Future Pipeline ▫️Domestic order book “full” and spilling over month-on-month 💠Unable to fulfill all orders due to raw material supply constraints (not demand) 💠Export order book: First order received Feb 2026; 100 MT in hand (pipeline significantly higher); long-gestation but high-realization focus; targeting 20% of pharma packaging revenue from exports 💠Existing 8,000 MT Alu-Alu plant utilization ~80% in H2 FY26 despite March-May disruptions ▫️New capacities update: 💠12,000 MT Alu-Alu foil factory (Wahren): Machine installed, trial runs complete, on cusp of commercialization (well before original H1 FY27 guidance); expected to add significant volume in FY27 💠 PVC/PVDC line: Commercialized end-H2 FY26; small revenue in H2 (~₹0.5-0.6 Cr); targeting ~25% utilization in FY27; orders in hand but raw material shortages impacted ramp 💠Tandem extrusion machine: Commercialized April 2026; currently sampling stage; new product line for pharma 💠Bangalore Flexo factory: Already running; client acquisition & testing stage; strategic location for South India growth 💠Oman Flexo factory: Installation complete but delayed due to war-related supply/manpower issues; expected commercialization in next quarter ▫️Pipeline drivers: 💠Latent demand in PVDC/Tandem (import substitution export potential); unmet demand in specialty products 💠Blister foil line newly started (machine acquired); consistent client export demand 💠Pharma packaging market tailwinds: Alu-Alu ~5,000 tons/month (~₹500/kg avg.); blister market ~double; PVDC 3,000-4,000 tons/month ▫️Current India Alu-Alu market share ~8-10%; well-distributed across 400 clients (no 80-20 concentration; top clients like Intas, Zydus, Cadilla, Torrent buying progressively higher volumes) ▫️Competitive edge vs incumbents: Broader product portfolio (Foil, blister, PVC/PVDC, tandem 3/4-layer) 💠Printing value-add from Creative legacy, faster capacity/capability build in 3.5 years 👉 Other Notable Points ▫️FY26 performance recap: 💠 Consolidated revenue ₹348 Cr (vs ₹256 Cr FY25) 💠PAT ₹18.76 Cr (vs ₹20.77 Cr FY25) — slight decline due to : (1) Front-loaded expansion costs (employee 25%, finance 42%) (2) ~₹5 Cr gross margin hit in H2 from Alu price/FX volatility war-related supply disruptions 💠 H2 sales ₹172 Cr (vs H1 ₹177 Cr) impacted by pharma supply issues (esp. March) and softer Flexo macro 💠Standalone boosted by ~₹27 Cr internal Creative-to-Wahren sales ▫️Risk mitigation & financial preparedness: 💠Debtor insurance continued on all receivables 💠Added Citibank as second banker first bill-discounting facility (₹3-4 Cr done in Mar’26, scalable); working capital limits enhanced to support growth ▫️Management additions: 💠New CEO (ex-DuPont, 30 years flexo expertise) for Creative Graphics line 💠New plant head for Wahren; manpower increase primarily for new capacities ▫️Supply chain & hedging: 💠Still not fully out of woods but visibility improving 💠Significant aluminum inventory built as natural hedge; hedging enabled but not yet active (premiums high) 💠Price hikes fully passed on to clients (partnership model); no long-term contracts — monthly orders allow flexibility ▫️Client & market dynamics: 💠Pharma clients understand temporary supply issues (industry-wide); no demand drop; sticky business with high qualification barriers

Creative Graphics Solutions India Limited (SME) H2FY26 Results:- #H2FY26 #Stockmarket #Nifty #Creativegraphics H2FY26 vs H2FY25 Revenue 170.09 Cr vs 138.03 Cr ( 23.23% YoY) EBITDA 12.43 Cr vs 19.08 Cr (-34.85% YoY) EBITDA Margin 7.31% vs 13.82% YoY PBT 7.75 Cr vs 15.35 Cr (-49.51% Yo) PAT 6.57 Cr vs 11.61 Cr (-43.41% YoY) Other Income 1.96 Cr vs 1.54 Cr YoY

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Great to see Creative graphic being presented at AIS, I had a chance to present it at HIE and we have put out an instructional level report on them as well Also @Orbit_Cap had put out a beautiful presentation on ztech as well #creativegraphics #ztech #IAS2025

Creative Graphics Solutions #CGraphics #CreativeGraphics H1FY26 Concall pointers: Very good concall with great clarity from management wrt business insights, future plans,new capacity ramp up and utilization targets Expects H2 to be higher/stronger than H1 because multiple new lines are coming online in H2FY26 1.PVDC/PVC line commercialisation in H2 2.Tandem line commercialisation in H2 3.Bangalore flexo plant already up and running and ramping up well 4.Oman flexo plant expected in H2- Trial runs ongoing Wahren (pharma packaging) will continue to grow much faster than the flexo plating business Strong enquiries from multiple pharma companies Known for quality and best pricing Margins: Expects current to sustain/improve over time because: Raw material price increases are now being passed on Shift in product mix to higher-value products (PVDC & Tandem have better gross and EBITDA margins) Can go back to/ has good scope to exceed 8-9% PAT margins once scale up benifits and product mix change kicks in as operating leverage will start playing out Capacities: Alu-Alu Current capacity 8,080 MT/annum 75% utilisation New Italian machine (12,000 MT) delivered Oct 2025 Commercialisation in H1FY27 Total capacity post expansion: 20,080 MT/annum Expects 75–80% utilization on existing capacities 30–40% on new machine in FY27 and 70% by FY28 PVDC/PVC coated line: New capacity online from H2FY26 Commercialisation on track Capacity of12,000 MT/annum 15%-20% utilization in H2FY26 Target 70–80% utilization by end of FY27 Significantly higher realizations vs Alu-Alu Tandem line: Commercialisation on track for Better margins expected Strong enquiries Flexo Plate Business Expansion: Bangalore plant already started operations, ramping up well Oman plant Installation complete, solving teething issues Commercialisation expected in H2FY26 Can ramp up well as demand is very strong Exhibition participation and good response for the products 6 international 6 domestic in last 12 months Exports to be 20% of total revenues 4-5% higher margins here Large pharma clients added (Aurobindo, Torrent Pharma, Sun Pharma in process) Shift from small to A clients now visible and focus would continue in that direction Aluminium price spike impact largely absorbed Almost 100% passthrough now possible on new orders

📔 15 Nov Note No5 . H1FY26 RESULTS BRIEF REVIEW . IS IT GOOD? Some More! EARKART, PRARUAH, JAY AMBE, ADCOUNTY, ENSER, SA TECH, CREATIVEGRAPHICS, DE NEERS TOOLS, EMA PARTNERS, CANARYS EARKART: IS IT OKAY?! The numbers does not warrant the valuation it gets (which seem to be driven by VIP invetor presence) . H1 revenue is better then previous H2. Slightly lower than H1Fy25. TTM Pat has come down to Rs.5.43Cr from 6.88Cr. Rs.221 was at 44 p/e . Now 56x. Very Recent IPO: There is Rs.17Cr capex fund to set up hearing clinics. May be that would help in Fy27. But the market is much narrower than Lenskart. So take care! PRARUH TECH: NOT GOOD AT ALL! Computer hardware seller SUDDENLY finds buyers vanished after IPO?! Sales 28Cr (H1Fy25) to 34 Cr (H2FY25) and suddenly now in this H1 after IPO, it has crashed to 17Cr with just 98Lakh PAT! Very Recent IPO: Opening scene doesn’t look good at all JAY AMBE SUPERMARKET: OKAY . H1 is just above H2FY25 and far better than H1FY25. But margin is very much down compared to previous H1. Rs.103 was at 33p/e. Now 30.5x Very Recent IPO: There is 8.9Cr capex for adding new stores. So expect better numbers in FY27. ADCOUNTY: GOOD. There are signs of growth. Sales in H1 is lower than that in H2Fy25 but 5Cr higher than previous H1. TTM Pat has gone up from 13.7Cr to 15.8Cr. Rs.178 was at 29p/e. Now 25x. About 35Cr for WC and capex should help to report better numbers in H2 ENSER: GOOD But the excessive bonus and split has damaged the stock by making it into a under Rs.20, penny stock. H1 Revenue (44Cr) is higher than both H1 & H2 of Fy25 Rs.18 was at 18p/e. Now 19.5x (Approximate number since Consolidated H2Fy25 is not given) Company has to deliver 60 Cr and above to improve EPS nicely, to avoid getting stuck below Rs.20 SA TECH: NOT GOOD. NO GROWTH LOSS reported Last 3 half year results show ~50Cr sales. This is even with 6Cr additional epmploee costs in H1Fy26 compared to previous 2 periods. Though segmentwise revenue is not provided, considering high staff costs we can safely assume, there is hardly any GCC income. TTM Pat is down to 2.27Cr from Rs.7.4Cr. Company has reported LOSS in this H1. Rs.38 was at low 7p/e. Now 22x CREATIVE GRAPHICS: GOOD. Signs of growth after lackluster previous periods from time of listing. H1 Revenue has flared up to 177 Cr and beats both previous H1 and H2. There is potential for higher sales in H2 and beyond with factory expansion Rs.206 was at 24p/e. Now 21x. DE NEERS TOOLS: FLAT. No GROWTH. With this flat result and 15% promoter stake sale, the stock is likely to consolidate (with negative bias) till good sales growth is reported. Rs.161 was at low 8.8p/e. Now same. FLAT Better not to get stuck for long unless there is some company guidance of H2 sales of 85 to 90Cr. . EMA PARTNERS: FLAT with slight positive bias. Marginal 3Cr increase to 43Cr sale in this H1s with repect to previous H1 and H2 which were flat at 39Cr. Bottom line remains unchanged. Rs.98 was at 18p/e. Now SAME. Unless there is around 50 to 55cr sales in H2, this stock won’t move, in this hard market. CANARYS AUTOMATION: VERY GOOD with SUBSIDIARY Revenue. Company has reported 66Cr income and 4.86Cr PAT from subsidiary in H1. (Is this from FORTIRA Inc acquired in April 2025???) This is consolidated to get revenue figure of Rs.101Cr in H1 which is a very big jump (double the usual revenue ) This should have positive impact on stock . The TTM Pat is 10.84Cr ( minority interest less). Rs.29 ws at 23p/e. Now . 17x. Previous Lists List 4: x.com/RajStockWatch/status/1… LIST 3: x.com/RajStockWatch/status/1… List 2: x.com/RajStockWatch/status/1… List 1: x.com/RajStockWatch/status/1… Posts 1, 2 and 3 with Result Links: x.com/RajStockWatch/status/1…

Creative Graphics #CGraphics #CreativeGraphics Strong H1FY26 Highest ever revenue, EBITDA, PBT and PAT in comps history 2nd half should be more stronger due to new machines that would contribute in H2 H1FY26: Rev at 176cr vs 113cr⏫56% H1 at 138cr EBITDA at 21cr vs 13cr⏫62% H1 at 19cr PVC/PVDC machine: Tamdem machine: On track to be commercialized in H2FY26 12000 Mt Alu Alu machine: Delivered in Oct 2025 H1FY27 commercialization Flexographic plates: 2 new factories to be launched in H2 Operational from Q2 -Bengaluru Oman factory to commence in H2FY26

CG is a leading player in pre-press printing, specializing in flexographic plates that are fast, cost-effective, and eco-friendly. Its units include CG Pre Media for FMCG prepress services and Wahren for advanced pharma packaging foils. CMP - 210 #flexographic #CreativeGraphics

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Creative Graphics, a leading provider of high-quality flexographic printing plates for over 20 years in India, showed its pre-mounted ... @IndiaCorrExpo #DeepanshuGoel #flexographic #CreativeGraphics #flexoplates #automation #pharmaceutical Read More... packagingsouthasia.com/appli…

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