HMAAGROBSEHMA Agro Industries LtdMediumNeutral
Announced Tue, 26 May · 15:05 IST

Investor Presentation on Financial Results (Consolidated and Standalone) of the Company for the period of Quarter and Year ended 31st March, 2026.

Mgmt Guided Margin ImprovementInvestor Communications View source PDF

HMAAGRO · price

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Price reaction · full curve 14 horizons · vs prior close
-4.2%1-day move
₹24.80
prior close
₹23.52
base price
In-mkt
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+0.0+0.0-0.3-4.2-5.8-7.1-3.2-5.0-4.3-7.6-11.3-12.9
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AI summary

HMA Agro Industries reported strong FY26 revenue of ₹6,917 Cr (standalone) and ₹6,916 Cr (consolidated), growing 39% and 35% YoY respectively. Export volumes increased to 2,21,187 MT. Standalone PAT surged 111% to ₹1,271 Mn, recovering from a Q4 FY25 loss. However, Q4 consolidated PAT declined 33% YoY to ₹82 Mn, and EBITDA margins remain thin at 3-4%. The company maintains 83.6% promoter holding and declared 30% dividend. The presentation highlights Asia's largest integrated plant (2026), expansion into Malaysia exports, and diversified portfolio including frozen meat, seafood, rice, and pet food across 40+ countries.

Likely market impact

Revenue growth is impressive but thin margins and Q4 PAT decline on consolidated basis may raise concerns about profitability sustainability. The high promoter holding (83.6%) limits retail float. Strong export business and dividend offer some stability for investors.