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Earnings Call

Kotyark Industries Earnings Call: Key Takeaways

Kotyark Industries reported FY26 revenue of ₹314.9 Cr with 6.16% PAT margins. Strategy focuses on 3x capacity expansion in Rajasthan to 1,500 KLPD and scaling into the North India market.

Highlights
Revenue growthTargeting 25-30% CAGR for next 3 years.
MarginsAspiration for 18-22% EBITDA margin in 3 years.
Order bookCurrent: ₹80 Cr; Pipeline: ₹215 Cr (OMCs & others).
Demand visibilityStrong due to government 5% biodiesel blending target by 2030.
Management confidenceConfident in long-term growth and clean energy transition.

Growth

FY26: Revenue ₹314.9 Cr, EBITDA ₹48.0 Cr, PAT ₹19.4 Cr. Targets 25-30% revenue CAGR over 3 years.

Outlook

Targeting 60-70% utilization, 18-22% EBITDA margin. Capex of ~₹55 Cr for two new 200 KLPD units by Dec 2026.

Risks

Low capacity utilization (7-8%), EV adoption, and volatility in energy/carbon markets impacting margins.

Source

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

Read the document ↗

Kotyark Industries Ltd: key numbers

Share price
₹31.20
Market cap
₹352.8 Cr
Revenue (annual)
₹314.9 Cr
Net profit (annual)
₹19.36 Cr
Promoter holding
57.34%-6.50% QoQ
FII holding
0.10%Current quarter

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

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