ZUARIINDNSEZUARI INDUSTRIES LIMITEDMediumNeutral
Announced Mon, 25 May · 19:18 IST

ZUARI INDUSTRIES LIMITED has informed the Exchange about Investor Presentation

Investor Communications View source PDF

ZUARIIND · price

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Price reaction · full curve 14 horizons · vs prior close
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₹252.50
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₹251.30
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AI summary

Zuari Industries released its Q4 FY26 investor presentation covering standalone and consolidated performance. Standalone Q4 revenue was Rs 267.3 Cr with PBT of Rs 26.4 Cr (before exceptional items), and full-year FY26 PBT improved 70% to Rs 54.1 Cr versus Rs 31.8 Cr in FY25. On a consolidated basis, FY26 PBT turned positive at Rs 122.3 Cr versus a loss of Rs 87.6 Cr in FY25. The company achieved its highest ever sugar crush of 159.7 LQ in FY26, though ethanol sales declined 15.6% quarter-on-quarter. The St. Regis Dubai residential project (232 units, AED 1,304 Mn total sales value) is fully sold with handover starting June 2026. Cost of borrowing reduced from 10.19% to 9.89%, saving Rs 11.4 Cr in finance costs year-on-year. Strategic subsidiaries including Zuari Finserv and Zuari Insurance reported strong EBITDA growth of 61% and 54% respectively. The company holds quoted strategic investments valued at Rs 3,681 Cr as of March 2026, down from Rs 4,600 Cr due to market value changes.

Likely market impact

Strong operational performance with record sugar crush and improved profitability provides positive signals for shareholders, while the St. Regis Dubai handover represents a near-term monetisation event. However, the large OCI loss of Rs 1,531 Cr at consolidated level (from mark-to-market investment losses) and declining ethanol sales volumes warrant monitoring.