The call ran from 2:59 PM to 4:08 PM IST (1 h 10 min).
Key takeaways
H1 FY27 total income +23% YoY to ~₹145 Cr; EBITDA ~₹20 Cr (14%); PAT ~₹12.6 Cr. Management concedes forex and freight margin compression; Vijayanagram delayed by cyclones.
| Revenue growth | Total income +23% YoY to ~₹145 Cr; no one-offs stated. |
|---|---|
| Margins | EBITDA 14%; mgmt cites +190bps vs H2; analyst-cited YoY drop to 12-13%. |
| Demand visibility | Demand healthy; plant ~95% utilised; demand ahead of capacity. |
| Management confidence | Balanced to defensive: concedes margin pressure, avoids numeric projections. |
Growth
Total income +23% YoY to ~₹145 Cr; EBITDA ~₹20 Cr at 14%, but H1 margin compressed on forex and freight.
Outlook
Vijayanagram 35,000 MT targeted for Q4 FY27 but cyclone-delayed; post-acquisition capacity 113,000 MT; no revenue guidance given.
Risks
Margin compression from forex, freight and sourcing costs; Vijayanagram delayed ~45 days by cyclones, trials now February; working capital needs rising to 25-30% of turnover.
Summary by ALFA Finder, written with AI assistance from the earnings call transcript the company filed, published . Open it on ALFA Filings ›
The results behind this call
Pajson Agro India H1 FY27 Results: Net Profit ₹12.6 Cr, Down 11.3% YoY
Pajson Agro India Ltd reported revenue from operations of ₹143.4 Cr (+21.1% YoY) and net profit of ₹12.6 Cr (-11.3% YoY) for H1 FY27.
- Key figure
- Net profit ₹12.6 Cr · -11.3% YoY
What management said last time
Full summary →From the call summary published .
Outlook they gave
Ambitious Greenfield expansion targeting 70,000 MT capacity by FY30; FY27 revenue guided to grow 20% from existing facility.
Growth they described
Full year FY26 total income grew 37.19% YoY to ₹256.92 cr; EBITDA grew 24.98%; PAT grew 21.4%.
Call details
| Company | Pajson Agro India Ltd |
|---|---|
| NSE symbol | PAJSON |
| ISIN | INE14LM01012 |
| Call | Q2 FY27 earnings call |
| Date | Thursday, 5 November 2026 |
| Time | 3:00 PM IST |
| Length | 1 h 10 min |
Pajson Agro India Ltd: key numbers
- Share price
- ₹313.80
- Market cap
- ₹747.1 Cr
- Revenue (annual)
- ₹255.7 Cr
- Net profit (annual)
- ₹24.78 Cr
- P/E (TTM)
- 30.1×Sector 46.5×
- Promoter holding
- 62.47%
- FII holding
- 0.30%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
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