HMAAGRONSEHMA Agro Industries LimitedMediumNeutral
Announced Thu, 12 Feb · 19:10 IST

Hma Agro Industries Limited has informed the Exchange about Investor Presentation

Mgmt Guided Margin ImprovementInvestor Communications View source PDF

HMAAGRO · price

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Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

HMA Agro Industries filed its Q3-9M FY26 investor presentation on February 12, 2026. On a standalone basis, Q3 FY26 revenue stood at ₹1,992.8 crore (down 7.3% quarter-on-quarter) but EBITDA rose 13.9% QoQ to ₹82.3 crore and profit after tax grew 8.8% QoQ to ₹52.5 crore, reflecting 750 basis points of EBITDA margin expansion to 4.13%. For the 9-month period, standalone revenue jumped 52.7% year-on-year to ₹5,230.4 crore with PAT up 75% to ₹107.9 crore. Consolidated 9M FY26 numbers were even stronger, with revenue up 46.9% to ₹5,337.4 crore, EBITDA up 74.1% to ₹253.3 crore, and PAT up 108.3% to ₹157 crore. The company has 1,472 MT/day production capacity across 6 cities, exports to 40+ countries (95%+ of revenue), and promoters hold 81.63% of shares. Market cap stood at ₹1,452.7 crore as of December 31, 2025.

Likely market impact

The standout story is significant margin expansion despite a sequential revenue dip, suggesting better product mix or operational efficiency. Strong year-on-year profit growth in both standalone and consolidated books is positive for shareholders, though the consolidated Q3 sequential decline in profits (-25.9% QoQ) warrants monitoring. Small-cap status and heavy promoter holding (81.6%) mean liquidity and governance remain key considerations.