Crushes soybeans and trades agri commodities, with almost the entire Rs 1,814 crore FY26 revenue coming from the Agri Commodities segment (99.5%). The business produces soybean oil, branded retail edible oils, and lecithin, and FY26 saw its highest-ever soybean crushing volume, with branded retail oil sales up 48% and lecithin sales up 38% year-on-year. A pulses processing unit under wholly owned subsidiary KN Retail Pvt Limited was reported as nearly ready and is expected to support FY27 volumes. A small Power segment contributes only Rs 1.27 crore of FY26 revenue (0.1%), and Other Income adds Rs 7.40 crore. Profitability is thin — EBITDA margin was 3.21% in FY26 versus 3.73% in FY25 — squeezed by soybean import disruptions and higher export costs linked to the West Asia conflict. Materials (soybean and other agri inputs) are the dominant cost, at 50.5% of revenue, while employee costs are negligible at 0.6%. AR · MarketPing reader · 2026-08-02
Revenue streams, as the annual report describes them. Agri Commodities (100%), Other Income (0%), Power (0%). Cyclical, commodity-driven agribusiness with thin margins
| ₹ crore · consolidated | FY25 | FY26 |
|---|---|---|
| Revenue | 1,725 | 1,814 |
| EBITDA (ex other income) | 61 | 51 |
| margin % | 3.5 | 2.8 |
| Owners' profit | 37 | 32 |
| EPS, as reported (₹) | 14.76 | 12.67 |
| ROE % · ROCE % | 10.5 · 17.3 | 8.2 · 14.2 |
| Debt / equity (x) | 0.15 | 0.09 |
| Cash from operations | (3) | 14 |
| Capex | (10) | (18) |
| ₹ crore | Q4 FY25 | Q2 FY26 | Q3 FY26 | Q4 FY26 | Q1 FY27 |
|---|---|---|---|---|---|
| Revenue | 1,725 | 816 | 513 | 481 | 509 |
| Profit before tax | 50 | 19 | 7 | 18 | 18 |
| Net profit | 37 | 14 | 5 | 13 | 13 |
| EPS (₹) | 14.76 | 5.60 | 2.02 | 5.04 | 5.37 |
| Segment | Revenue, ₹ crore | Share % |
|---|---|---|
| Agri Commodities | 1,813 | 99.5 |
| Power | 1 | 0.1 |
| Other Income | 7 | 0.4 |
| Total, before eliminations | 1,821 | 100.0 |
| Company | M.cap ₹ cr | P/E | P/B | EV/EBITDA | ROE % | ROCE % | Rev CAGR 5y % | EBITDA m. % |
|---|---|---|---|---|---|---|---|---|
| MARICO LIMITED | 1,04,273 | 55.0 | 23.20 | 41.2 | 40.3 | 38.1 | 11.1 | 21.9 |
| PATANJALI FOODS LIMITED | 37,097 | 18.8 | 2.83 | 22.7 | 13.9 | 10.3 | — | 4.8 |
| AWL AGRI BUSINESS LIMITED | 24,002 | 20.8 | 2.30 | 9.2 | 10.0 | 11.1 | — | 3.8 |
| Date · filing | Category | Importance | 1-day % | 5-day % |
|---|---|---|---|---|
| 8 Sept 2026 · KN Agri publishes newspaper notice for 39th AGM and e-voting details | compliance | minimal | — | — |
| 7 Sept 2026 · KN Agri Resources 39th AGM notice on September 30, 2026 | board shareholder meetings | low | — | — |
| 3 Sept 2026 · KN Agri Resources Q1 FY27 results resubmitted with better PDF readability | compliance | minimal | — | — |
| 14 Aug 2026 · Board comments on NSE fine for compliance lapses | regulatory legal | high | — | — |
| 15 Jul 2026 · RTA confirms no share rematerialisation requests in Q1 FY27 | compliance | minimal | — | — |
| 27 Jun 2026 · Trading window closed from July 1 for Q1 results | compliance | minimal | — | — |
| 18 Jun 2026 · KN Agri Resources files general update with NSE | general | low | — | — |
| 5 Jun 2026 · KN Agri Resources Limited has Submitted to the Exchange a copy of Disclosure under Regulation 31(4) of the Securities and Exchange Board of India (Substantial Acquisition of Shares and Takeovers) Regulations, 2011. | ownership changes | medium | — | — |
| 1 Jun 2026 · KN Agri Resources Limited has informed the Exchange about Copy of Newspaper Publication | compliance | minimal | — | — |
| 30 May 2026 · KN Agri Resources Limited has informed the Exchange regarding a press release dated May 30, 2026, titled "Press Release". | investor communications | medium | — | — |
| Where a broker report shows |
|---|
| GOKUL AGRO RESOURCES LTD |
| 6,696 |
| 12.8 |
| 4.71 |
| 9.9 |
| 26.0 |
| 26.9 |
| 23.5 |
| 4.1 |
| CIAN Agro Ind & Infra Ltd | 3,699 | 11.5 | 1.66 | 9.4 | 10.0 | 7.7 | 53.1 | 32.3 |
| SUNDROP BRANDS LIMITED | 2,492 | 89.3 | 1.69 | 39.8 | 1.4 | 1.7 | — | 6.1 |
| Shri Venkatesh Refineries Limi | 1,128 | 22.8 | — | — | — | 22.2 | — | — |
| KN AGRI RESOURCES LIMITED ◆ | 482 | 10.7 | 1.25 | 8.8 | 8.2 | 11.4 | — | 4.3 |
| Metric | Company | Group median | Rank | Better than |
|---|---|---|---|---|
| P/E (TTM) | 10.7 | 17.2 | 9 of 29 | 71% |
| P/B | 1.3 | 1.3 | 11 of 24 | 57% |
| ROCE | 11.4 | 7.1 | 11 of 31 | 67% |
| ROE | 8.2 | 6.8 | 13 of 26 | 52% |
| Debt / Equity | 0.1 | 0.2 | 11 of 26 | 60% |
| EBITDA margin | 4.3 | 4.4 | 14 of 26 | 48% |
| Revenue growth | (70.5) | 5.0 | 24 of 25 | 4% |
| Profit growth | (63.7) | 27.1 | 19 of 23 | 18% |
| Market cap | 482 | 109 | 8 of 30 | 76% |
| This document shows |
|---|
| Why |
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| A rating (BUY / ADD / REDUCE / SELL) | A state: the latest filed quarter and the measured reactions | an event is a fact; a rating is an opinion that requires SEBI RA registration |
| A target price and upside | The current price and the multiples against the group | a target is a forecast; a multiple is a measurement |
| Estimate years marked E | More audited years; no estimates | MarketPing publishes no forecasts — your own model lives on the Models page |
This document is a statistical summary of publicly filed information and market data, prepared by software from primary sources: SEBI results XBRL filed with BSE and NSE, LODR disclosures, shareholding patterns, exchange price data. It contains no research recommendation, no price target and no opinion on the merits of any security, and is not a research report within the meaning of the SEBI (Research Analysts) Regulations, 2014, Regulation 2(1)(w)(vii). Financial statements are as filed (consolidated where the company files consolidated results). Ratios are computed over filed lines. Where a figure is unavailable the table shows a dash rather than an estimate. The business brief is written by MarketPing's reader from the annual report and checked against it; no figure in a table was generated by a model. Nothing here constitutes investment advice, an offer or a solicitation; readers should consult a SEBI-registered adviser before acting. MarketPing is not a SEBI-registered intermediary.
