Please find enclosed the revised Investor Presentation.
ZUARIIND · price
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Zuari Industries released its Q4 FY26 investor presentation showing standalone revenue of Rs 994.9 crore (up 2% YoY) and standalone PBT of Rs 54.1 crore (up 70% YoY). The company achieved highest ever sugar crushing at 159.7 LQ and reduced finance costs by Rs 11.4 crore with borrowing cost declining from 10.19% to 9.89%. Key subsidiaries showed strong performance: Zuari Finserv revenue up 38% with EBITDA up 54%, and Zuari Insurance EBITDA surged 61%. Consolidated Q4 showed loss of Rs 31.6 crore due to associate/JV losses. St. Regis Dubai project is 100% sold with handover starting June 2026. Strategic investments value declined 20% to Rs 3,681 crore primarily due to mark-to-market losses in listed holdings.
The standalone profitability improvement and debt cost reduction are positive signals for shareholders. However, consolidated losses and mark-to-market losses on strategic investments indicate underlying challenges. The St. Regis Dubai completion and handover could unlock value.