UPLNSEUPL LimitedMediumNeutral
Announced Mon, 11 May · 13:28 IST

UPL Limited has informed the Exchange about Investor Presentation

Mgmt Guided Margin ImprovementCfo Debt Reduction RoadmapAnalyst Day Multiyear TargetsInvestor Communications View source PDF

UPL · price

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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve 14 horizons · vs prior close
-2.7%1-day move
₹644.50
prior close
₹665.80
base price
In-mkt
timing
5m10m15m30m1D2D3D4D5D7D15D1M2M3M
+1.7+1.0+1.1-0.0-2.7-1.8-1.1-1.9-0.7-1.2-0.2-7.7-8.3
Up moveDown movePending
AI summary

UPL Limited delivered a strong FY26 performance, beating guidance across all key metrics. Revenue grew 11% to ₹51,839 crore, EBITDA rose 18% to ₹9,588 crore with margin expansion of 110 basis points to 18.5%, and PATMI more than doubled to ₹1,921 crore. The company achieved significant deleveraging with Net Debt/EBITDA improving to below 1.6x from 2.1x in FY25, while gross debt was reduced by $850 million. All three global rating agencies upgraded the outlook from 'Negative' to 'Stable'. Four platforms drove growth: UPL Corp (11% revenue growth, 20% EBITDA growth), Advanta (23% revenue growth, 30% EBITDA growth), UPL SAS (24% EBITDA growth despite flat revenue), and SUPERFORM (margins expanded 100 bps). Q1FY27 guidance projects 10-14% revenue growth and 14-18% EBITDA growth.

Likely market impact

UPL's strong FY26 results demonstrate successful execution of margin-led growth strategy with significant balance sheet improvement. The company beating guidance and achieving deleveraging targets signals financial health and operational resilience, which should be positive for shareholders and could support stock re-rating.