NATHBIOGENNSENath Bio-Genes (India) LimitedMediumNeutral
Announced Fri, 11 Jul · 17:15 IST

Nath Bio-Genes (India) Limited has informed the Exchange regarding 'Presentation on financial results as on 30th June 2025'.

Mgmt Guided Margin ImprovementInvestor Communications View source PDF

NATHBIOGEN · price

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Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

Nath Bio-Genes reported Q1 FY26 revenue of ₹2,802 Mn, up 14.9% year-on-year from ₹2,439 Mn, driven by strong cotton performance (21% QoQ value growth) and maize (24% QoQ value growth). Gross profit rose 18.9% to ₹1,438 Mn with gross margin improving to 51% from 49.6%. EBITDA grew modestly 5% to ₹389 Mn, though EBITDA margin contracted to 14% from 14.9%, indicating some cost pressure. Profit after tax (excluding extraordinary items) rose 6.7% to ₹361 Mn, with EPS of ₹20.6 versus ₹17.8. The Uzbekistan joint venture completed its first full year of operations, and management is focused on margin expansion, R&D, and diversifying beyond cotton into crops like wheat, maize, and fodder bajra.

Likely market impact

Decent topline growth and improved gross margin are positives, but the decline in EBITDA margin despite revenue growth raises concerns about cost management. The strategic focus on margin expansion and product diversification is encouraging, but shareholders will look for margin recovery in upcoming quarters to validate the growth-plus-margin thesis.