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Investor Presentation

Meghmani Organics Investor Presentation: Key Takeaways

Meghmani Organics reported Q1 FY27 consolidated revenue of ₹542.8 Cr, down 12% YoY, while EBITDA grew 46% to ₹97.9 Cr. Performance was driven by improved product mix despite macroeconomic uncertainties.

Highlights
Revenue growth-12% YoY (Consolidated)
MarginsEBITDA margins improved significantly to 18% (Consolidated).
Demand visibilityImpacted by macroeconomic uncertainties and softer demand.

Growth

Consolidated PAT grew 280% YoY to ₹48.2 Cr; EBITDA margins improved from 10.9% to 18.0%.

Outlook

Focusing on Nano Urea (5 Cr bottles/year capacity) and Titanium Dioxide (TiO2) expansion to substitute imports.

Risks

Revenue impacted by softer demand and macroeconomic uncertainties in the global chemical landscape.

Last quarter's promises, checked

Delivered

  • Guided 15-17% EBITDA margins → delivered 18% (= BEAT)
  • Guided 5 Cr bottles Nano Urea capacity → delivered 5 Cr bottles (= DELIVERED)
  • Guided Pigment margins >3.3% → delivered significant improvement (= BEAT)

Missed

  • Guided double-digit top-line growth → delivered -12% YoY revenue (= MISS)
  • Guided improved demand/volumes → delivered -17% Crop / -14% Pigment volumes (= MISS)
Source

Investor Presentation 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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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.