MOLNSEMeghmani Organics LimitedMediumNeutral
Announced Sat, 10 May · 16:24 IST

Meghmani Organics Limited has informed the Exchange about Investor Presentation

Mgmt Guided Margin ImprovementAnalyst Day Multiyear TargetsInvestor Communications View source PDF

MOL · price

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Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

Meghmani Organics has filed its Q4 FY25 and full-year investor presentation with the exchanges. For FY25, standalone revenue grew 30% YoY to ₹2,003.9 crore, while EBITDA surged to ₹180.4 crore from just ₹9.5 crore last year, with the company turning a profit of ₹66 crore versus a ₹57 crore loss previously. Crop Protection remains the core driver at ~72% of revenue (₹1,450.6 crore, +34% YoY) with EBITDA up 301% YoY to ₹177.2 crore, helped by the new Multi-Purpose Plant. Pigments contributed ~28% of revenue (₹553.3 crore, +20% YoY) and swung to a positive EBITDA of ₹26.9 crore. Management highlighted that the DGTR has recommended anti-dumping duty of $460–681/MT on TiO2 imports from China, which directly benefits their newly acquired Titanium Dioxide business. The company is also setting up a Brazil subsidiary and expanding its Nano Urea crop nutrition business.

Likely market impact

The sharp turnaround in profitability and 30% revenue growth signal a strong recovery year, likely to be viewed positively by the market. Anti-dumping duty support for TiO2 and the Brazil expansion add future growth optionality, though overall margins remain thin and the Pigments segment still operates at only 46% capacity utilization, leaving room for further improvement.