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Earnings Call

Meghmani Organics Earnings Call: Key Takeaways

Meghmani Organics reported FY26 standalone revenue of ₹2,091cr (up 4% YoY) and EBITDA of ₹228.7cr (up 27% YoY). Strategy focuses on Brazil expansion and Nano-fertilizer growth.

Why this was an Alfa AlertNot a filter event. Results and guidance are broadly in line with long-term targets without material beats.
Highlights
Revenue growth4% YoY growth on standalone basis in FY26.
MarginsTargeting 15-17% EBITDA margins for Crop Protection in FY27.
Order bookPipeline of orders for Nano Urea following recent government approvals.
Demand visibilityStrong demand in US and Latin America as inventory destocking ends.
Management confidenceConfident 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.

Source

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

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Meghmani Organics Ltd: key numbers

Share price
₹58.52
Market cap
₹1,488 Cr
Revenue (annual)
₹2,174 Cr
Net profit (annual)
₹28.74 Cr
P/E (TTM)
23.2×Sector 37.5×
Promoter holding
48.95%+0.00% QoQ
FII holding
0.91%Current quarter

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

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18:45 IST BSE
Annual General Meeting

Meghmani Organics Annual General Meeting

Meghmani Organics Limited held its 7th Annual General Meeting on September 8, 2026. The meeting concluded successfully with all items of business transacted as proposed.