Investor Presentation
MODINATUR · price
▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.
Modi Naturals released its May 2026 investor presentation showcasing strong FY26 performance. Consolidated revenue grew 8.5% YoY to Rs 719.2 crore, EBITDA jumped 31.2% to Rs 73.5 crore, and PAT surged 62.1% to Rs 50.3 crore (including a Rs 4.9 crore insurance claim). The company achieved its FY26 guidance across all metrics. ROCE improved to 19.9% from 18.3%, while Debt/Equity reduced to 0.94 from 1.22. The Ethanol division expanded capacity to 282 KLPD and received a Rs 400 crore order from Oil Marketing Companies. FY27 guidance projects revenue of Rs 925-965 crore with EBITDA of Rs 100-105 crore. The company shut down its Pilibhit solvent extraction plant as it was not aligned with profitability objectives. Credit ratings were upgraded to IVR BBB/Stable and IVR A3+.
Strong FY26 results with margin expansion and debt reduction signal improving fundamentals. FY27 guidance for ~30% EBITDA growth indicates management confidence in scaling operations, particularly the ethanol business, which should support re-rating of the stock.