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Earnings Call

Excel Industries Earnings Call: Key Takeaways

Excel Industries reports FY26 revenue of ₹1,094 Cr (+12% YoY) and PAT of ₹73 Cr. Focus remains on phosphorus derivatives, biocides, and operationalizing the new R&D center.

Highlights
Revenue growthFY26: 12% YoY; Q4FY26: 13.4% YoY.
MarginsFY26 Adjusted EBITDA margin at 10.1% vs 12.3% YoY.
Demand visibilityStrong demand continues for Performance Solutions products.
Management confidenceFocus on long-term strategy and diversification.

Growth

FY26 revenue grew 12% to ₹1,094 Cr; Q4FY26 revenue rose 13% YoY to ₹281 Cr.

Outlook

Planned capex of ₹200-300 Cr over 3 years for upgrades, innovation, and capacity expansion.

Risks

Higher input material costs impacted margins; El Niño forecasts raise concerns for agrochemical demand.

Source

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

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Excel Industries Ltd: key numbers

Share price
₹928.90
Market cap
₹1,168 Cr
Revenue (annual)
₹1,095 Cr
Net profit (annual)
₹75.67 Cr
P/E (TTM)
16.4×Sector 37.5×
Promoter holding
51.86%-0.83% QoQ
FII holding
1.85%Current quarter

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

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