UPL Limited has informed the Exchange about Investor Presentation
UPL · price
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UPL Limited reported Q1FY26 consolidated revenue of ₹9,216 cr, up 2% year-on-year, despite a 3% revenue decline in the UPL Corp crop protection platform due to weak Brazil insecticides. Contribution profit grew 12% to ₹4,001 cr with margin expanding 390 basis points to 43.4%, driven by better pricing, improved product mix, higher capacity utilization, and lower input costs. EBITDA rose 14% to ₹1,303 cr (margin 14.1%, +150 bps), and reported loss narrowed to ₹88 cr from ₹384 cr a year ago, an improvement of around ₹300 cr. Net debt fell over ₹6,100 cr to ₹21,371 cr, with net debt-to-EBITDA improving to 2.6x from 5.4x, and working capital days dropped 35 days to 86. UPL SAS (revenue +13%, EBITDA +50%), Advanta seeds (+20%, +5%), and SUPERFORM (+9%, +7%) posted strong growth. Management maintained FY26 guidance of 4-8% revenue growth and 10-14% EBITDA growth.
The strong margin expansion and sharp debt reduction signal improving operational and financial health, likely to be viewed positively by investors. The maintained FY26 guidance for double-digit EBITDA growth, coupled with a ratings outlook upgrade from negative to stable, suggests strengthening earnings quality and reduced balance sheet risk for shareholders.