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Earnings Call

Indian Emulsifiers Earnings Call: Key Takeaways

Indian Emulsifiers reported strong FY26 revenue growth of 57% YoY, despite margin moderation, focusing on aggressive volume expansion and new capacity investments.

Why this was an Alfa AlertNot a filter event. Company achieved 60% growth against a guided 100% (miss, not beat).
Highlights
Revenue growth57% YoY revenue growth achieved in FY26.
MarginsEBITDA margins moderated; expected to improve with scale efficiencies.
Demand visibilityNormalizing supply conditions; uptake expected in US and Australia.
Management confidenceConfident in long-term value despite recent stock price correction.

Growth

Revenue grew 57% to ₹159.87cr; EBITDA up 24.22% to ₹26.15cr; PAT up 21.83% to ₹16.20cr.

Outlook

Greenfield facility operational by FY27; targeting ₹75cr cumulative revenue from Australia (FY26-28); expanding into food-grade emulsifiers.

Risks

EBITDA margin moderation due to prioritizing volume; Middle East supply crisis; raw material volatility; social media misinformation.

Source

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

Read the document ↗

Indian Emulsifiers Ltd: key numbers

Share price
₹51.05
Market cap
₹93.59 Cr
Revenue (annual)
₹159.8 Cr
Net profit (annual)
₹16.26 Cr
P/E (TTM)
5.8×Sector 37.5×
Promoter holding
32.64%
FII holding
2.00%Current quarter

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

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Partnership

Indian Emulsifiers Partnership

Indian Emulsifiers signs a non-binding MoU with Spice Lounge Food Works for exclusive India distribution of food-grade emulsifiers. The 5-year arrangement covers ~200 MT/month production capacity.

Execution
5 years from commissioning of production line
food-grade emulsifier production capacity
200 MT/month
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