VINATIORGANSEVinati Organics Limited· Chemicals - SpecialityMediumNeutral
Announced Fri, 29 May · 14:39 IST

Vinati Organics Limited has informed the Exchange about Transcript

Mgmt Guided Margin ImprovementOrder Pipeline DisclosedAnalyst Day Multiyear TargetsInvestor Communications View source PDF

VINATIORGA · price

Loading chart…

▲ 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
-1.6%1-day move
₹1325.70
prior close
₹1296.00
base price
In-mkt
timing
5m10m15m30m1D2D3D4D5D7D15D1M2M3M
+0.1+0.3+0.3+0.2-1.6-1.0-2.1-2.0-1.5-2.3+0.8+0.1
Up moveDown movePending
AI summary

Vinati Organics reported strong Q4 FY26 standalone results with net income at INR 631 crores (up 17% QoQ), EBITDA at INR 203 crores (up 20% QoQ), and PAT at INR 137 crores (up 27% QoQ). Full year FY26 standalone EBITDA grew 17% to INR 741 crores and PAT grew 18% to INR 488 crores. The company remains debt-free with INR 190 crores in treasury. ATBS capacity expansion Phase 1 is complete with Phase 2 coming online by October 2026; management expects 15% volume growth in FY27. VOPL subsidiary undergoing process reengineering with INR 100-120 crores revenue expected from Q3 FY27. The company plans INR 200-250 crores capex for FY27 targeting downstream derivatives for food additives, fragrance, and plastic additives. MD reiterated long-term EBITDA margin guidance of 26-27%.

Likely market impact

Strong quarter with margin expansion and clear growth roadmap; new product pipeline and capacity additions position the company for sustained double-digit volume growth while maintaining debt-free status and healthy cash position.