INSECTICIDNSEInsecticides (India) Limited· Pesticides And AgrochemicalsMediumNeutral
Announced Thu, 28 May · 16:42 IST

Insecticides (India) Limited has informed the Exchange about Investor Presentation

Mgmt Guided Margin ImprovementInvestor Communications View source PDF

INSECTICID · 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
-5.2%1-day move
₹770.00
prior close
₹765.00
base price
After-mkt
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-3.1-3.1-2.7-2.3-5.2-5.3-5.5-5.9-7.1-6.2-10.5-15.3
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AI summary

Insecticides (India) Limited reported FY26 revenue of ₹2,140 Cr, up 7% from ₹2,000 Cr in FY25. However, profitability margins declined year-over-year: Gross Profit Margin fell to 31.5% from 32%, EBITDA Margin to 10.6% from 11.1%, and PAT Margin to 6.5% from 7.1%. The company highlighted a strong three-year improvement story (FY23 to FY26): gross margins expanded by 840 basis points from 23.1%, EBITDA margins by 380 basis points from 6.8%, and ROCE improved by 570 basis points to 16.1%. Q4 FY26 revenue rose 19% to ₹426 Cr but saw margin compression, with EBITDA margin dropping to 6.0% from 7.9% a year ago. The company is pursuing a premiumization strategy, increasing its B2C premium product share from 51% in FY23 to 58% in FY26, and maintains one of India's largest agrochemical distribution networks with over 8,500 distributors and reach to 75 lakh farmers.

Likely market impact

While FY26 revenue growth is positive, the year-over-year margin compression despite the premiumization strategy could concern investors expecting sustained profitability improvements. The strong three-year margin trajectory demonstrates operational efficiency gains, but recent quarterly deterioration may weigh on near-term sentiment.