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Earnings Call

Dhanuka Agritech Earnings Call: Key Takeaways

Dhanuka reported 9% revenue growth in a seasonally soft quarter, with EBITDA margins inflated by a one-time ₹14.5cr GST refund rather than structural efficiency.

Highlights
Revenue growth9% YoY growth to ₹483.34cr in Q4FY26.
MarginsMargins inflated by ₹14.5cr one-time GST refund in Q4.
Demand visibilityLinked to monsoon progression and reservoir conditions.
Management confidenceBalanced, though slightly defensive regarding margins and Dahej performance.

Growth

Revenue grew to ₹483cr; however, EBITDA was heavily aided by non-recurring items. Volume vs price growth was flat.

Outlook

Guided for low double-digit growth in FY27, including revenue from Bayer product commercialization.

Risks

GST refund dependency, loss-making Dahej plant (₹13cr annual loss), and increasing input costs in certain technicals.

Source

Earnings Call filed with BSE, NSE: DHANUKA. Summary written with AI assistance from the document.

Read the document ↗

Dhanuka Agritech Ltd: key numbers

Share price
₹964.35
Market cap
₹4,347 Cr
Revenue (annual)
₹2,020 Cr
Net profit (annual)
₹287.2 Cr
Promoter holding
69.81%+0.10% QoQ
FII holding
1.64%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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