Meghmani Organics Limited has informed the Exchange about Investor Presentation
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Meghmani Organics reported a strong Q1 FY26, with standalone revenue rising 44% YoY to ₹592.6 crore and EBITDA jumping 467% YoY to ₹80.6 crore, turning around from a loss of ₹6.3 crore in the same quarter last year to a profit of ₹40.5 crore. Growth was driven mainly by the Crop Protection segment, which posted ₹457.9 crore in revenue (up 68% YoY) and ₹79 crore in EBITDA (up 597% YoY), while the Pigments segment saw a mild 3% revenue decline and a 24% drop in EBITDA to ₹7.1 crore. Management highlighted that improved product mix, stable raw material prices, and stronger demand drove the gains, and reiterated a target blended EBITDA margin of around 14–15% going forward. The company is also setting up a subsidiary in Brazil to tap the world's largest agrochemical market and continues to expand its TiO2 and Nano Urea businesses.
A sharp YoY earnings recovery and reaffirmation of a 14–15% EBITDA margin target are positive signals for the stock, though rising finance costs (up 77% QoQ to ₹24.1 crore) and weak pigment segment performance are points to watch. Investors may view this as a constructive quarter showing operational turnaround, especially in Crop Protection.