Q4 FY26 Earnings Call: FY27 Revenue Guidance Cut

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SHREEPUSHK · price

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+4.3%1-day move

₹349.00

prior close

₹346.00

base price

After-mkt

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AI summary

Shree Pushkar reported FY26 revenue of Rs. 976.6 cr (+21.1% YoY), EBITDA Rs. 99.5 cr (10.2% margin), PAT Rs. 70.1 cr (7.1% margin). Q4 revenue was Rs. 218.2 cr. FY27 revenue guidance was cut to Rs. 1,250-1,300 cr (from Rs. 1,500 cr earlier) as Units 5 and 6 are delayed by a 3x surge in ammonia and sulphur prices, causing the company to skip the Kharif season. Net debt-to-equity stands at -0.01x. Total planned capex of Rs. 512 cr (Rs. 189 cr incurred). Management sees 8-10% EBITDA margin as achievable.

Likely market impact

Lower FY27 guidance and unit delays may pressure sentiment, but debt-free balance sheet and price-led margin recovery in chemicals offer support.