MOLBSEMeghmani Organics LtdHighNeutral
Announced Thu, 14 May · 16:54 IST

Press Release on Financial Results for Q4 FY 2026

Mgmt Guided Margin PressureInvestor Communications View source PDF

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AI summary

Meghmani Organics reported Q4 FY26 revenue of ₹456.6 crore, down 9% YoY, with EBITDA plunging 59% to ₹26.2 crore and EBITDA margin collapsing to 5.7% from 12.9% a year ago due to subdued export demand and rising input costs. 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 nearly doubling to ₹125.3 crore. Crop Protection segment (78% of revenue) delivered 14.9% EBITDA margin, while Pigments segment (22%) struggled with only 3.3% margin and 40% capacity utilisation. The company expanded into nano fertilizers (Nano DAP, Nano NPK, Nano Zinc) at its Sanand facility with no additional capex, and temporarily suspended TiO2 operations due to commercial unviability from elevated raw material costs and withdrawal of anti-dumping duty.

Likely market impact

The sharp Q4 margin deterioration signals near-term earnings pressure, but strong full-year recovery provides some resilience. The TiO2 suspension and pigment segment weakness could continue to weigh on consolidated performance if conditions persist. The nano fertilizer expansion offers a potential growth avenue without significant capex burden.