Agarwal Industrial Corporation Limited has informed the Exchange about Transcript
AGARIND · price
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Agarwal Industrial Corporation reported FY25 revenue of Rs. 2,399 crores (up 12.9% year-on-year) with EBITDA of Rs. 213 crores (up 19.5%) and net profit of Rs. 116 crores (up 5.9%). The company sold about 5.36 lakh metric tons of bitumen during the year, with 60% of volumes moved through its own marine vessels. Q4 revenue stood at Rs. 823 crores but margins dipped due to vessels being in dry dock after cyclone damage, affecting about 30,000-40,000 tons of volume. Management won four major PSU supply contracts worth Rs. 635 crores covering 1.51 lakh metric tons, and is investing Rs. 40 crores in a new Mangalore storage terminal expected by Q2 FY26. The CFO guided for 20% volume growth (6.5-7 lakh tons) and EBITDA per ton of Rs. 4,200-4,500 in FY26, up from current levels of Rs. 3,800-3,900.
Positive forward guidance on volumes and per-ton profitability could support sentiment, though near-term Q4 weakness on margins from vessel downtime is a watch point. Long-term topline target of Rs. 4,000-5,000 crores over five years signals management's growth confidence.