MBAPLNSEMADHYA BHARAT AGRO P. LTDMediumNeutral
Announced Mon, 20 Jul · 18:10 IST

Q1 FY27 earnings call: revenue flat at 416 cr, EBITDA up 16% YoY

Mgmt Guided Margin ImprovementAnalyst Day Multiyear TargetsMgmt Evaded Key QuestionInvestor Communications View source PDF

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Price reaction · full curve 14 horizons · vs prior close
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₹145.90
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AI summary

Madhya Bharat Agro Products posted Q1 FY27 revenue of 416 crore (flat YoY), EBITDA of 66 crore (up 16% YoY), and PAT of 33 crore (up 17% YoY). EPS at 0.75 versus 0.64. Margin expansion came from lower-cost raw material inventory carried from the previous quarter. Company completed a 1:5 stock split on July 3, 2026. Dhule expansion next phase by October 2026 will add 3,30,000 MTPA DAP-NPK capacity, with final phase by October 2027. Management expects over 50% revenue increase in coming months and targets 3,500 crore revenue by FY28. Funding tied up with bankers, no equity dilution planned currently.

Likely market impact

Resilient Q1 with EBITDA up 16% and PAT up 17% YoY. Capacity expansion and new products support growth outlook. Watch margins as low-cost inventory benefit fades.