Narmada Agrobase Limited has informed the Exchange about Transcript
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Narmada Agrobase submitted the transcript of its inaugural Q1 FY26 earnings call held on August 22, 2025. The company manufactures cattle feed and cotton-based agro products under brands like Gaay Chhaap, Narmada Super, and Churma. Q1 FY26 total income stood at Rs. 11.41 crore, with EBITDA of Rs. 1.65 crore (up 82% QoQ, 14.47% margin, expansion of 1,140 bps) and PAT of Rs. 1.02 crore (up 31% QoQ, 8.93% margin). Management targets scaling international revenue to 15-20% of turnover over three years, expanding into Maharashtra and Madhya Pradesh, and diversifying into pelletized feed and cotton seed products. Current capacity is 4,000 tonnes/month at 50% utilization, with plans to double utilization in FY27.
Strong QoQ margin expansion and a clear growth roadmap on capacity and exports are positive for the stock. However, management's repeated deflection of specific investor questions on CAPEX, value-added product timelines, and forward margin guidance limits visibility on execution.