Pajson Agro India Limited has informed about investor presentation.
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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.
Pajson Agro India released its H2 FY26 investor presentation ahead of an earnings call. The cashew processing company reported FY26 total income of Rs 256.92 crore (up 37% YoY) but faced margin compression with EBITDA margin declining to 14.72% from 16.16% in FY25. For H2 FY26 specifically, revenue grew 37% to Rs 138.54 crore while EBITDA margin fell 191 basis points to 12.10% due to higher raw material costs and expansion-related expenses. The company operates an integrated farm-to-fork model sourcing raw cashews from 7 African countries, processing at 18,000 MTPA capacity (86% utilized) in Andhra Pradesh, and distributing through 170+ distributors across 20+ states. The consumer brand 'Royal Mewa' showed strong traction, growing over 6.5x in one year. The company is expanding capacity to 55,000 MT by FY30 through a new facility at Vizianagaram.
The stock may face pressure as margin compression signals rising input costs or competitive pressures outweighing revenue growth benefits. However, the expansion roadmap and Royal Mewa brand growth provide long-term value creation potential for shareholders.