Q3 FY26 earnings call transcript filed - 9M revenue INR1,114 Cr, EBITDA up 32%

Mgmt Guided Margin ImprovementAnalyst Day Multiyear TargetsInvestor Communications View source PDF

GSPCROP · price

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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve 14 horizons · vs prior close

-3.1%1-day move

₹422.90

prior close

₹413.00

base price

In-mkt

timing

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+0.0+0.0+0.3+0.2-3.1-2.2-1.7-2.7-0.9+0.2+1.9+3.1+2.4+16.8

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AI summary

GSP Crop Science filed Q3 FY26 earnings call transcript. For 9M FY26, revenue was INR 1,114 crores, EBITDA INR 153 crores (up 32% YoY), PAT INR 75 crores (vs INR 59.6 crores). Company holds 102 patents with 12 commercialized; patented products contribute 20% of revenue with 55-60% gross margins vs 35-40% for generics. Management targets patented share rising to 40-50% in 3 years. Price hikes of 10-15% taken to offset Middle East/China cost pressures. Expanding patented products to Brazil via subsidiary. Business mix: domestic B2B 40%, B2C 40%, exports 20% across 37 countries.

Likely market impact

Positive - strong earnings growth, margin expansion via patented products, 3-year growth targets shared. Pricing pass-through cushions cost pressure.