ALFA Finder| Management target | Revenue 9.0% FY27 |
|---|
| Revenue growth | Revenue fell 12.56% YoY due to delayed monsoons affecting herbicide demand. |
|---|---|
| Margins | EBITDA and PAT under pressure from weak demand and competitive pricing. |
| Demand visibility | Low for Q2; heavily dependent on late-season rainfall and reservoir levels. |
| Management confidence | Balanced but cautious; admitted significant Q1 underperformance and cyclical challenges. |
Growth
Growth is poor; revenue fell to ₹461.93 Cr. Performance is primarily volume-led but hit by cyclical headwinds.
Outlook
Guided single-digit growth for FY27. New ₹200 Cr Nagpur formulation plant expected operational by April 2028.
Risks
Subdued monsoon impact on Q2 visibility; high raw material costs and stiff pricing competition in domestic markets.
Last quarter's promises, checked
Delivered
- Guided low double-digit revenue growth → delivered 9.0% growth (= MISS)
- Guided 25% higher buyback price vs market → delivered ₹1,400 buyback (= BEAT)
Partly delivered
- Guided EBITDA margin decline of 100 bps → delivered expansion in Q4 due to GST refund (= BEAT)
Missed
- Guided 25-26% revenue from 9-3 products → delivered 26% (= BEAT)
- Guided Dahej revenue ₹65 Cr for FY26 → delivered ₹50 Cr (= MISS)
Earnings Call Transcript filed with BSE, NSE: DHANUKA. Summary written with AI assistance from the document.
Dhanuka Agritech Ltd: key numbers
- Share price
- ₹918.30
- Market cap
- ₹4,140 Cr
- Revenue (annual)
- ₹2,020 Cr
- Net profit (annual)
- ₹287.2 Cr
- P/E (TTM)
- 14.6×Sector 35.5×
- Promoter holding
- 69.81%+0.00% QoQ
- FII holding
- 1.59%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Dhanuka Agritech Ltd
All →Dhanuka Agritech Earnings Call Transcript: Key Takeaways
Dhanuka delivered resilient 9.91% revenue growth despite a 13% monsoon deficit, driven by a strong insecticide performance in North India.
- Call
- Guides 9% growth
Dhanuka Agritech Results Update
Dhanuka Agritech released a press release on its unaudited Q2 FY27 results, reporting profit and revenue growth. The release accompanies the results filing made under Regulation 30.
Dhanuka Agritech Investor Presentation: Key Takeaways
Q2 FY27 revenue Rs 657.51 Cr (+9.9% YoY), EBITDA Rs 152.97 Cr (+11.9%), PAT Rs 109.22 Cr (+16.2%). Margins expanded YoY despite a weak monsoon-hit sector.
Dhanuka Agritech Q2 FY27 Results: Net Profit ₹109.2 Cr, Up 16.2% YoY
Dhanuka Agritech Ltd reported revenue from operations of ₹657.5 Cr (+9.9% YoY) and net profit of ₹109.2 Cr (+16.2% YoY) for Q2 FY27.
- Key figure
- Net profit ₹109.2 Cr · +16.2% YoY
Dhanuka Agritech Board Meeting Date
Dhanuka Agritech Ltd notified exchanges of a board meeting on 30 October 2026 to consider Q2 and half-year unaudited financial results. The notice is a future meeting intimation with no decision yet taken.
Dhanuka Agritech Management Change
Dhanuka Agritech Limited announced the resignation of Umesh Verma, General Manager-Procurement, effective October 15, 2026. The departure is to pursue other career opportunities.