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Investor Presentation

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.

Highlights
Revenue growthStandalone +18% YoY; consolidated +16%
MarginsStandalone EBITDA margin 10.8% vs 12.6%; input costs elevated
Demand visibilityTiO2 ADD reimposed on China; double-digit demand growth

Growth

Standalone revenue +18% YoY, PAT +6%. Consolidated revenue +16%, PAT ₹33.9 Cr vs ₹11.6 Cr.

Outlook

No explicit growth guidance given. Capacity additions include 5,000 MTPA MPP plant; nano DAP, NPK and zinc launches planned.

Risks

Elevated input and logistics costs compressing margins. Pigment utilisation 51%, crop protection utilisation 72%.

Last quarter's promises, checked

Delivered

  • Pigment ₹550-600 Cr annualised → ₹161.5 Cr/qtr (×4≈₹646 Cr) (= BEAT)
  • Crop Protection double-digit growth → +12% YoY (= BEAT)
  • Pigment utilisation 40-50% → 51% (= BEAT)

Partly delivered

  • Nano DAP/NPK/Zinc 'newly introduced' → still 'planned' (= PARTIAL)

Missed

  • Overall margin 12-13% → standalone EBITDA 10.8% (= MISS)
  • ~₹130 Cr yearly repayment → ST debt ₹474→₹495 Cr (= 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
₹55.95
Market cap
₹1,423 Cr
Revenue (annual)
₹2,174 Cr
Net profit (annual)
₹28.74 Cr
P/E (TTM)
22.1×Sector 33.9×
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.

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