Investor Presentation on Financial Results of Q4 FY 2026
MOL · price
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Meghmani Organics reported Q4 FY26 standalone revenue of ₹456.6 crore, down 9% YoY, with EBITDA falling 59% to ₹26.2 crore due to softer demand and rising input costs. EBITDA margin compressed sharply to 5.7% from 12.9% a year ago. Full year FY26 revenue stood at ₹2,091.8 crore (up 4% YoY) with PAT of ₹125.3 crore, up 89% YoY. Crop Protection segment (76% of revenue) saw Q4 EBITDA margin at 9%, while Pigments (24%) had a weak 3% margin with only 30% capacity utilization. Management highlighted a capex program targeting blended EBITDA margin of 14-15% going forward. The company also announced a scheme of amalgamation to merge subsidiaries KCL and MCNL with MOL.
The sharp Q4 margin contraction due to demand softness and cost pressures is a near-term concern, but the management's margin improvement guidance through capex initiatives provides a positive medium-term outlook. The amalgamation should simplify the group structure and drive operational synergies.