Dhanuka Agritech Limited has informed the Exchange about Transcript
DHANUKA · price
▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.
Awaiting price reaction for this filing.
Dhanuka Agritech reported FY25 revenue of Rs. 2,035.15 crores, up 15.73% YoY, crossing the Rs. 2,000 crore milestone for the first time. Q4FY25 revenue grew 20.01% YoY to Rs. 442.02 crores, driven by 19% volume growth. FY25 EBITDA margin expanded 180 bps to 20.47%, beating the company's upgraded guidance of 100 bps improvement. PAT grew 24.2% to Rs. 296.96 crores, and the board recommended a 100% dividend (Rs. 2 per share). Management guided FY26 for higher double-digit revenue growth, similar EBITDA margins, but a 100 bps gross margin pressure due to stabilizing/inching raw material prices. Acquired fungicide molecules (iprovalicarb and triadimenol) from Bayer are expected to contribute Rs. 110 crores revenue in FY26, with exports doubling to Rs. 60 crores.
Positive for shareholders as the company beat its own margin guidance, crossed a major revenue milestone, and rewarded with a 100% dividend plus a recent buyback. Near-term watch: the guided 100 bps gross margin pressure in FY26 could cap margin upside, while execution on the Bayer products and Dahej plant utilization ramp-up (from 25% to 35%) will be key growth drivers.