Please find enclosed herewith the copy of Investor Presentation of the Company for the Fourth Quarter and Financial Year ended March 31, 2025.
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Awaiting price reaction for this filing.
Aimco Pesticides filed its Q4FY25 and FY25 investor presentation with BSE. Q4FY25 revenue grew 43% year-on-year to ₹52.64 crores, but the company stayed in the red with EBITDA of ₹(4.52) crores and PAT of ₹(5.15) crores, though losses narrowed versus Q4FY24. For full-year FY25, revenue declined to ₹197.66 crores from ₹207.22 crores in FY24, but losses narrowed meaningfully — EBITDA improved to ₹(2.40) crores from ₹(6.41) crores and PAT loss shrank to ₹(7.24) crores from ₹(10.05) crores. Management attributed ongoing margin pressure to intense price competition from Chinese suppliers in the Active Ingredients (technical) segment, leading to lower realizations in export markets. The company is strategically shifting focus toward its domestic Branded Formulations business, which rose to 44% of revenue mix in FY25 from 32% in FY24, with new product launches and expanded geographical reach. Management expressed cautious optimism for FY26, citing expectations of a healthy domestic monsoon boosting the branded business.
Short-term: Negative — company continues to post losses at both quarterly and annual levels, and shareholder funds eroded from ₹35.02 cr to ₹29.88 cr. Medium-term: Mixed — narrowing losses, revenue growth in Q4, and a clear pivot to higher-margin domestic branded business offer a recovery path, but Chinese pricing pressure on the technicals segment remains a key risk for shareholders to monitor.