[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  Sekhar [@LearningEleven](/creator/twitter/LearningEleven) on x 78.7K followers Created: 2025-07-22 15:15:38 UTC Antique on Mold-Tek Packaging - At an inflection point 📌EBITDA/kg : Gradually moving towards INR 44–45 Moldtek’s gross margin/kg has surged by XX% to INR XX over FY19–25 led by a superior product mix. However, EBITDA/kg fell to ~INR XX during FY24/ XX led by operating deleverage and costs related to the new segment i.e. pharma. We believe that EBITDA/kg is expected to rise sharply and reach INR XX by FY28, led by i) Better product mix i.e. share of IML and pharma, ii) Operating leverage. 📌Pharma—The next growth driver Moldtek’s pharma segment is gaining strong traction, having achieved break-even within the first year i.e. FY25 at over XX% capacity utilization. With XX clients having cleared products and more audits lined up in coming quarters, demand is particularly strong for IML tubes in lifestyle products and oral solids. With guided revenue of INR 300–350mn in FY26 (INR 80–100 mn in FY25), the pharma segment is expected to emerge as a key EBITDA driver over the next 4–5 years XXXXXX engagements  **Related Topics** [superior](/topic/superior) [indian rupee](/topic/indian-rupee) [Post Link](https://x.com/LearningEleven/status/1947676919840874961)
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
Sekhar @LearningEleven on x 78.7K followers
Created: 2025-07-22 15:15:38 UTC
Antique on Mold-Tek Packaging - At an inflection point
📌EBITDA/kg : Gradually moving towards INR 44–45
Moldtek’s gross margin/kg has surged by XX% to INR XX over FY19–25 led by a superior product mix. However, EBITDA/kg fell to ~INR XX during FY24/ XX led by operating deleverage and costs related to the new segment i.e. pharma.
We believe that EBITDA/kg is expected to rise sharply and reach INR XX by FY28, led by i) Better product mix i.e. share of IML and pharma, ii) Operating leverage.
📌Pharma—The next growth driver Moldtek’s pharma segment is gaining strong traction, having achieved break-even within the first year i.e. FY25 at over XX% capacity utilization. With XX clients having cleared products and more audits lined up in coming quarters, demand is particularly strong for IML tubes in lifestyle products and oral solids.
With guided revenue of INR 300–350mn in FY26 (INR 80–100 mn in FY25), the pharma segment is expected to emerge as a key EBITDA driver over the next 4–5 years
XXXXXX engagements
Related Topics superior indian rupee