SHINDLBSESharat Industries LtdMediumNeutral
Announced Thu, 12 Feb · 15:05 IST

Investors Presentation on financial results for the quarter and nine months ended 31st December 2025

Mgmt Guided Margin ImprovementPromoter Disclosed Acquisition PlansAnalyst Day Multiyear TargetsInvestor Communications View source PDF

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Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

Sharat Industries, one of India's oldest integrated aquaculture companies, shared its Q3 and 9M FY26 results. For 9M FY26, revenue grew to ₹407.47 Cr (up from ₹380.53 Cr in FY25), while EBITDA rose to ₹32.69 Cr with margin expanding to 8.02% (vs 7.51% in FY25). PAT jumped sharply to ₹15.58 Cr with margin improving to 3.89% (vs 2.61%), and EPS climbed to ₹4.04. The company has set an export revenue target of ₹1,000 Cr by FY28 and aims to lift plant utilization from 55% to ~90% over the next few years. New merchant export facility was launched in August 2025, with plans for 1-2 more, and the company flagged US tariff relief (~50% to 18%), an India-EU FTA (up to 26% tariff cuts), and positioning itself as an aquaculture consolidator via strategic M&A.

Likely market impact

Consistent margin expansion and a strong growth roadmap (₹1,000 Cr export target, 90% utilization) could support continued investor interest. The stock has already rallied ~118% in the past year, so much of the optimism may be priced in; execution on M&A and EU re-entry will be key triggers.