Ddev Plastiks, India's largest listed manufacturer of polymer compounds, has demonstrated strong financial performance with a 5% compounded annual growth rate (CAGR) in revenue growth over three years and a net profit CAGR of 50%. The company operates five factories across India's east and west coasts, serving over 50 countries with specialized compounds including PVC, XLPE, and Halogen-Free Flame Retardant materials. According to reports from Equitymaster, the company achieved a last three-year average return on equity (RoE) of 27% and is targeting aggressive growth with ₹5,000 crore revenue by FY30 at a CAGR of 12-15%. For FY26, management has guided for revenues between ₹2,850 crore and ₹2,950 crore with volume targets of 210,000 to 220,000 tonnes.
TCI Express, a specialized B2B logistics provider, operates an asset-light model with over 970 company-owned branches and 28 sorting centres while outsourcing trucking operations. The company has delivered 4% CAGR top-line growth over three years and 18% last three-year average RoE. Management is targeting 15% volume growth in FY27 driving 17-18% revenue growth, with profit after tax growth above 20% dependent on operational efficiency improvements. As reported by Equitymaster, the company has revised its five-year capex plan to ₹400 crore, with ₹150 crore allocated through FY27 to automate sorting centres and add 60-80 new branches this financial year. The long-term strategy includes diversifying revenue to 20-22% from newer verticals such as rail, air, and C2C express within three years.
Ecos (India) Mobility & Hospitality has demonstrated exceptional growth with 63% CAGR top-line growth and 87% net profit CAGR over three years, achieving a last three-year average RoE of 35%. The company operates an asset-light model managing over 19,000 vehicles across 130+ cities in India and 30+ countries globally. According to Equitymaster, management is guiding for 15-20% long-term topline growth with the company clocking 26% growth in the first nine months of FY26. The company is aggressively pursuing market share in the fragmented industry, with Ebitda margins of 11.3% in the December quarter, though management maintains steady-state guidance of 13-15% Ebitda margins and 8.5-10% net margins over the medium to long term. Technology advancement includes 21% of Chauffeured Car Rental bookings powered by their own digital tools, with the company launching a direct web booking portal to capture premium B2C and SME demand.
