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Earnings Call

EID Parry India Earnings Call: Key Takeaways

EID Parry reported Q4 FY26 revenue of ₹466cr (sugar) with a pivot to higher-margin CPG and Nutra segments. Management announced the closure of loss-making refinery operations (PSRIPL) to strengthen the balance sheet.

Highlights
Revenue growthSugar segment grew 14% on higher exports/release quota.
MarginsHigher cane cost (FRP up ₹150/MT) impacting sugar margins.
Demand visibilityDomestic sugar availability comfortable; global market moving to surplus.
Management confidenceConfident in Karnataka operations and CPG margin recalibration.

Growth

Sugar revenue up 14% YoY; Sugar production at 1.74 LMT vs 1.55 LMT. Refinery loss widened to ₹293cr.

Outlook

Focus on 30%+ gross margin CPG products (jaggery, brown sugar); ₹45cr jaggery capex; target CPG break-even in 6-8 quarters.

Risks

Global sugar price softening; regional cane availability issues in Tamil Nadu and Andhra Pradesh; export ban till Sep 2026.

Source

Earnings Call filed with BSE, BSE: 500125. Summary written with AI assistance from the document.

Read the document ↗

EID Parry India Ltd: key numbers

Share price
₹704.75
Market cap
₹12,541 Cr
Revenue (annual)
₹38,534 Cr
Net profit (annual)
₹569.5 Cr
P/E (TTM)
27.0×Sector 29.0×
Promoter holding
41.28%-0.16% QoQ
FII holding
11.21%Current quarter

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

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