Pursuant to Regulation 30 of the SEBI (Listing Obligation and Disclosure Requirements), 2015, we enclose herewith the Investor Presentation on the Audited Financial Results for the quarter ....
EXCELINDUS · price
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Excel Industries reported Q4 FY26 revenue of ₹281 Crs (+13% YoY) driven by stronger agrochemical intermediates demand and improved pricing. However, FY26 full-year Adjusted EBITDA declined 7% to ₹112 Crs with margins compressing to 10% from 12% in FY25, as key raw material input costs increased. FY26 PAT fell 12% to ₹73 Crs. The company maintained a net cash position with negligible debt. A new Corporate R&D Centre was operationalized at Rabale, Navi Mumbai. Management highlighted ongoing contract manufacturing projects and new biocides product launches planned for the current year, while flagging raw material price uncertainty and El Niño-related risks. Export revenue grew 26% YoY to ₹223 Crs, representing 20% of total revenue. The company plans ₹200–300 Crores in capex over 3 years for plant upgrades and capacity expansion.
Revenue growth is strong but margin compression and declining profitability are concerns — the stock may face short-term pressure as EBITDA and PAT declined year-on-year despite higher sales.