How has been the historical performance of Guj. Containers?

Nov 28 2025 10:41 PM IST
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Guj. Containers has experienced increasing net sales, reaching 151.95 Cr in Mar'25, but faced declining operating profit and profit margins, with operating profit falling to 14.90 Cr and profit after tax to 8.27 Cr. Additionally, cash flow from operating activities dropped to 0.00 Cr, indicating liquidity concerns despite growth in total assets and liabilities.




Revenue and Profitability Trends


Net sales for Guj. Containers have shown a consistent upward trend, increasing from ₹79.12 crores in March 2019 to ₹151.95 crores in March 2025. Despite a slight dip in fiscal 2022 to ₹149.78 crores, the overall growth reflects robust demand and operational expansion. The company’s operating profit margin (excluding other income) improved significantly from 5.54% in 2019 to a peak of 13.47% in 2023, before moderating to 9.77% in 2025. This indicates enhanced operational efficiency over the years, although recent margin compression suggests rising costs or pricing pressures.


Profit after tax (PAT) has also followed a positive trajectory, rising from a modest ₹0.93 crores in 2019 to ₹8.27 crores in 2025. The PAT margin improved from 1.18% to 5.44% over the same period, underscoring better bottom-line performance. Earnings per share (EPS) mirrored this growth, climbing from ₹1.65 in 2019 to ₹14.64 in 2025, reflecting increased profitability and shareholder value creation.



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Cost Structure and Expenditure


The company’s raw material costs have risen in line with sales, from ₹59.07 crores in 2019 to ₹112.79 crores in 2025, maintaining a relatively stable proportion of total operating income. Employee costs have increased steadily but remain controlled, rising from ₹5.96 crores to ₹10.77 crores over the period. Other expenses have fluctuated but generally trended upwards, reaching ₹13.41 crores in 2025. Notably, Guj. Containers has no recorded power, manufacturing, or selling and distribution expenses, which may reflect operational efficiencies or accounting classifications.


Interest expenses have declined from ₹2.48 crores in 2019 to ₹1.82 crores in 2025, indicating improved debt management. Depreciation charges have increased moderately, consistent with asset additions and capital expenditure.


Balance Sheet Strength and Asset Base


Shareholders’ funds have grown substantially from ₹14.57 crores in 2021 to ₹51.15 crores in 2025, supported by rising reserves which increased from zero in 2019 to ₹45.50 crores in 2025. This reflects retained earnings accumulation and a strengthening equity base. The book value per share has correspondingly risen from ₹24.57 in 2021 to ₹90.53 in 2025, signalling enhanced net asset value per share.


Total liabilities have increased from ₹45.26 crores in 2021 to ₹78.82 crores in 2025, with total debt peaking at ₹29.20 crores in 2022 before declining to ₹21.72 crores in 2025. The company’s long-term borrowings have reduced significantly, while short-term borrowings remain the major component of debt, fluctuating between ₹18 crores and ₹25 crores over the years.


Cash Flow and Liquidity


Cash flow from operating activities has been positive in recent years, with ₹23 crores generated in 2023 and ₹11 crores in 2024, although it was nil in 2025. Investing activities have consistently involved outflows, reflecting capital expenditure and asset additions, notably a ₹13 crore outflow in 2023. Financing activities have been mixed, with outflows in 2023 and 2025, and a positive inflow in 2024. The company’s cash and bank balances have varied, reaching ₹10.34 crores in 2024 but declining to ₹3.03 crores in 2025, indicating some liquidity tightening.


Outlook and Considerations


Overall, Guj. Containers has exhibited solid growth in revenue and profitability over the past six years, supported by a strengthening balance sheet and controlled interest costs. The company’s improving margins and rising EPS suggest operational improvements, although recent margin contraction and fluctuating cash flows warrant close monitoring. The reduction in long-term debt and accumulation of reserves enhance financial stability, positioning the company well for future growth opportunities.



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Summary


In summary, Guj. Containers has demonstrated a commendable historical performance marked by consistent revenue growth, improved profitability, and a robust equity base. While the company faces some challenges in margin sustainability and cash flow volatility, its financial fundamentals remain strong. Investors should consider these factors alongside sector dynamics when evaluating the company’s prospects.





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