ZUARIBSEZuari Agro Chemicals LtdHighNeutral
Announced Fri, 15 May · 13:59 IST

PFA OUTCOME OF BOARD MEETING

Pat NegativeExceptional ItemResults RestatedRelated Party TransactionsResults View source PDF

ZUARI · 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
-8.2%1-day move
₹234.00
prior close
₹226.13
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AI summary

Zuari Agro Chemicals reported audited FY2026 results with standalone PAT of ₹230.96 crore and consolidated PAT of ₹992.36 crore. The company received unmodified audit opinions from K.P. Rao & Co. Key corporate actions include the loss of control of subsidiary MCFL (effective September 26, 2025) via a Composite Scheme of Arrangement, receiving PPL shares valued at fair value with a loss of ₹580.92 crore booked to OCI. The company sold its Mahad SSP plant for ₹72.75 crore (gain ₹9.32 crore) and received ₹177.40 crore from ZMPPL via convertible preference shares. Post-year end, a water/sewerage demand of ₹2,964.60 lakh was received (company recognized ₹75.81 lakh, disputes remaining). The Board also approved re-appointment of K.P. Rao & Co. as auditors and appointment of Mr. Nitin M. Kantak as Managing Director. The company notes that its sole operating segment (fertilizer) was divested effective September 30, 2025, and it is evaluating new strategic business opportunities.

Likely market impact

The FY2026 results show consolidated profitability boosted by exceptional gains from the MCFL restructuring scheme, though the fertilizer business divestment leaves the company in a transition phase seeking new revenue streams. The fair value loss on PPL investment and pending water demand dispute are key risks to monitor.