| Revenue growth | 4% YoY growth on standalone basis in FY26. |
|---|---|
| Margins | Targeting 15-17% EBITDA margins for Crop Protection in FY27. |
| Order book | Pipeline of orders for Nano Urea following recent government approvals. |
| Demand visibility | Strong demand in US and Latin America as inventory destocking ends. |
| Management confidence | Confident in long-term prospects despite temporary macroeconomic headwinds. |
Growth
FY26 standalone revenue up 4%; EBITDA up 27%. Crop Protection revenue ₹1,631cr (15% margin); Pigments ₹461cr (3.3% margin).
Outlook
Guidance for Crop Protection EBITDA margins at 15-17% in FY27; routine capex of ₹35-40cr planned.
Risks
US tariffs, geopolitical tensions, and volatile raw material costs (Sulphuric Acid) impacting TiO2 viability and overall margins.
Earnings Call filed with NSE, NSE: MOL. Summary written with AI assistance from the document.
Meghmani Organics Ltd: key numbers
- Share price
- ₹55.75
- Market cap
- ₹1,418 Cr
- Revenue (annual)
- ₹2,174 Cr
- Net profit (annual)
- ₹28.74 Cr
- P/E (TTM)
- 16.4×Sector 35.5×
- Promoter holding
- 48.95%+0.00% QoQ
- FII holding
- 0.84%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Meghmani Organics Ltd
All →Meghmani Organics Earnings Call Transcript: Key Takeaways
Consolidated Q2 net profit jumped 193% to ₹33.9 Cr off a weak base, but H1 revenue rose only 2% and standalone EBITDA was flat. Margin recovery depends on input costs normalising, which management hopes for but does not guide.
Meghmani Organics Results Update
MOL reported Q2 FY27 revenue of ₹658.2 crore, up 18% YoY, with net profit of ₹45.3 crore. EBITDA margin eased to 10.8% on elevated input costs.
Meghmani Organics Investor Presentation: Key Takeaways
Q2 FY27 standalone revenue ₹658.2 Cr (+18% YoY), EBITDA flat at ₹70.9 Cr, margin 10.8% under cost pressure; PAT ₹45.3 Cr (+6%). Strategy: TiO2 import substitution and nano fertiliser expansion.
Meghmani Organics Q2 FY27 Results: Net Profit ₹33.9 Cr, Up 192.2% YoY
Meghmani Organics Ltd reported revenue from operations of ₹666.9 Cr (+15.5% YoY) and net profit of ₹33.9 Cr (+192.2% YoY) for Q2 FY27.
- Key figure
- Net profit ₹33.9 Cr · +192.2% YoY
Meghmani Organics Credit Rating
India Ratings assigned Meghmani Organics' bank loan facilities of INR 11,000 million a rating of IND A/Stable/IND A1. The filing encloses the rating letter and a facilities breakup.
Meghmani Organics Board Meeting Date
Meghmani Organics will hold a board meeting on 4 November 2026 to consider unaudited standalone and consolidated results for the quarter and half year ended September 2026. The meeting is a future notice, so no results are yet reported.