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Investor Presentation

Insecticides (India) Investor Presentation: Key Takeaways

IIL reported FY26 turnover of ₹2,140 Cr, focusing on premiumization via its 'Tractor Brand'. Strategy emphasizes innovative product launches and international collaborations to shift towards high-margin B2C segments.

Highlights
Revenue growthFY26 turnover at INR 2,140 Cr.
MarginsEBITDA margin improved from 6.8% to 10.6% over three years.
Demand visibilityStrong; driven by rising demand for nutritious food.
Management confidenceHigh; emphasis on transformation to integrated solution provider.

Growth

B2C share of premium products rose from 51% (FY23) to 58% (FY26). Gross margin improved 840 bps to 31.5%.

Outlook

FY27 product launches planned including Granuvia and Spinoace. Company targets sustainable value through manufacturing prowess and expanded R&D.

Risks

Challenges include lesser arable land and need for smart farming practices to maintain efficiency.

Last quarter's promises, checked

Delivered

  • Guided 25+ products over 3 years → delivered 25+ products (= BEAT)
  • Guided Maharatna/Focused share 60-63% → delivered 60-63% (= BEAT)
  • Guided FY26 Revenue Growth → delivered 7% YoY growth (= BEAT)

Partly delivered

  • Guided 10% export share → delivered 5% (= PARTIAL)
  • Guided 120-day WC cycle → delivered 140-150 days (= PARTIAL)

Missed

  • Guided PAT growth → delivered slight decline from INR 142Cr to INR 139Cr (= MISS)
Source

Investor Presentation filed with NSE, NSE: INSECTICID. Summary written with AI assistance from the document.

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Insecticides (India) Ltd: key numbers

Share price
₹602.50
Market cap
₹1,753 Cr
Revenue (annual)
₹2,140 Cr
Net profit (annual)
₹139.4 Cr
P/E (TTM)
14.0×Sector 37.5×
Promoter holding
72.30%+0.00% QoQ
FII holding
4.40%Current quarter

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

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12:59 IST BSE
Board Meeting Date

Insecticides (India) Board Meeting Date

Insecticides (India) Ltd will hold a board meeting on November 5, 2026, to approve its Q2 financial results. The trading window remains closed from October 1 until the results declaration.