MOLNSEMeghmani Organics LimitedHighNeutral
Announced Thu, 14 May · 16:52 IST

Meghmani Organics Limited has informed the Exchange regarding a press release dated May 14, 2026, titled "Press Release on Financial Results for Q4 FY 2026".

Pat Growth 25pctEbitda Margin ExpansionResults View source PDF

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AI summary

Meghmani Organics reported mixed Q4 FY26 results with standalone revenue of ₹456.6 crore, down 9% YoY due to subdued export demand from macroeconomic uncertainties and US tariffs. EBITDA fell sharply to ₹26.2 crore from ₹64.6 crore (down 59%) with margin compressing to 5.7% from 12.9% as input costs rose while realisations stayed stable. However, FY26 full-year performance was strong with revenue up 4% to ₹2,091.8 crore, EBITDA up 27% to ₹228.7 crore, and net profit surging 89% to ₹125.3 crore. The Crop Protection segment (78% of revenue) reported EBITDA margin of 14.9%, while the Pigments segment (22% of revenue) struggled with only 3.3% EBITDA margin and 40% capacity utilisation. TiO2 operations have been suspended due to commercial unviability from elevated raw material costs.

Likely market impact

Q4 was weak due to export headwinds, but full-year FY26 was strong with near-doubling of net profit and margin expansion, suggesting resilience despite near-term macro pressures. TiO2 suspension and low pigment utilisation are concerns that could weigh on near-term sentiment.