KOTYARKBSEKotyark Industries LtdMediumNeutral
Announced Thu, 28 May · 23:51 IST

Pursuant to the provisions of Regulation 30 read with Para A of Part A of Schedule III of SEBI (LODR) Regulations, 2015, we are pleased to enclose herewith the Investor Presentation and ....

Mgmt Guided Margin ImprovementAnalyst Day Multiyear TargetsOrder Pipeline DisclosedInvestor 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.

Price reaction · full curve 14 horizons · vs prior close
+1.8%1-day move
₹421.00
prior close
₹422.20
base price
After-mkt
timing
5m10m15m30m1D2D3D4D5D7D15D1M2M3M
+0.2-0.2+0.4-0.2+1.8+0.2-0.2-1.4-91.1-91.2-91.6-89.7
Up moveDown movePending
AI summary

Kotyark Industries, India's largest biodiesel manufacturer, reported FY26 revenue of ₹314.9 Cr, EBITDA of ₹48.0 Cr, and PAT of ₹19.4 Cr, growing from FY25 figures of ₹288.1 Cr, ₹42.7 Cr, and ₹14.5 Cr respectively. The company operates at very low capacity utilization of only 7–8% against its 4,80,000 KL annual biodiesel capacity, with plans to improve this to 60–70% over the next 2–3 years. Management guided for 25–30% revenue CAGR and EBITDA margin expansion to 18–22% over the next 3 years. The current order book stands at approximately ₹80 Cr (₹50 Cr from OMCs and ₹30 Cr from others), with a pipeline of ₹200 Cr+ under discussion. The company recently expanded Rajasthan capacity from 500 KLPD to 1,500 KLPD and plans two new 200 KLPD facilities in Jhajjar and Kanpur by December 2026.

Likely market impact

The presentation signals strong growth potential with improving margins and capacity utilization; however, current low utilization means earnings are well below potential, and shareholders should monitor OMC tender wins and execution timelines for the new facilities.