Excel Industries Limited has informed the Exchange about Investor Presentation
EXCELINDUS · price
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Excel Industries reported Q4 FY26 revenue of ₹281 Crs (+13% YoY) and full-year FY26 revenue of ₹1,094 Crs (+12% YoY), driven by stronger agrochemical intermediates demand and better price realisation in key products. Exports grew 26% YoY to ₹223 Crs, accounting for 20% of total revenue, aided by capacity expansion in biocides. However, adjusted EBITDA margin compressed to 10% in FY26 from 12.3% in FY25, as key raw material input costs increased. PAT declined 12% YoY to ₹73 Crs. The company launched a new Corporate R&D Centre at Rabale, Navi Mumbai. Management flagged raw material availability and pricing as ongoing challenges, with El Niño concerns adding uncertainty to the agrochemical outlook. Contract manufacturing projects are disclosed as on track.
Revenue growth is healthy, but margin compression from ~12% to ~10% signals cost headwinds that could continue weighing on profitability in FY27, especially if raw material prices remain elevated amid El Niño uncertainty.