Kotyark FY26 earnings call: capacity 3x expansion, zero-debt path

Mgmt Guided Margin ImprovementMgmt Guided Margin PressureOrder Pipeline DisclosedCfo Debt Reduction RoadmapMgmt Evaded Key QuestionInvestor Communications View source PDF

KOTYARK · price

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

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₹43.30

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₹45.45

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AI summary

Kotyark reported FY26 revenue of Rs 314.9 cr, EBITDA of Rs 48 cr, and PAT of Rs 19.4 cr, operating at just 7-8% capacity utilization. Management expanded biodiesel capacity from 500 to 1500 KLPD at Rajasthan and is setting up new 200 KLPD plants in Haryana and UP by Dec 2026. Executable order book stands at Rs 80 cr with Rs 215 cr pipeline. Margins compressed to 8-10% from around 15% earlier. Company targets zero-debt, 15-20% growth this year, and 60-80% growth over 4-5 years.

Likely market impact

Strong growth runway from low utilization, but margin compression is a near-term concern. Debt reduction and capacity expansion are positives for long-term.