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Earnings Call

Modi Naturals Earnings Call: Key Takeaways

Modi Naturals delivered strong FY26 results with historic profitability driven by the Ethanol division and consumer premiumization. Revenue grew 8.5% YoY to ₹719.2 cr.

Why this was an Alfa AlertPAT beat: Guided ₹42-48 cr, achieved ₹50.3 cr (including exceptional insurance claim), which is 4.8% above upper end; however, EBITDA ₹73.5 cr beat upper guide of ₹72 cr by 2.1% and management confirms achieving guidance milestones.
Highlights
Revenue growthFY26 +8.5% YoY; FY27 guided at ~30% growth.
MarginsEBITDA margin improved to 10.2% in FY26 vs 8.4% in FY25.
Order book₹400 cr ethanol order from OMCs.
Demand visibilityStrong; ₹400 cr order for 47.9k KL ethanol from OMCs.
Management confidenceHigh; cited 'historic profitability milestone' and successful FY26 guidance achievement.

Growth

FY26 Revenue ₹719.2 cr (+8.5%), EBITDA ₹73.5 cr (+31.2%), and PAT ₹50.3 cr (+62.1%) with significant ROCE expansion to 19.9%.

Outlook

FY27 guidance: Revenue ₹925-965 cr, EBITDA ₹100-105 cr, PAT ₹66-70 cr. Focus on scaling ethanol capacity to 282 KLPD.

Risks

Potential seasonality in oil demand; reliance on policy tailwinds for ethanol blending mandates.

Source

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

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Modi Naturals Ltd: key numbers

Share price
₹338.70
Market cap
₹450.7 Cr
Revenue (annual)
₹719.2 Cr
Net profit (annual)
₹50.28 Cr
P/E (TTM)
8.6×Sector 29.0×
Promoter holding
69.09%+0.00% QoQ
FII holding
0.00%Current quarter

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

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17:10 IST BSE
Other Announcement

Modi Naturals Other Announcement

Modi Naturals Limited filed a monthly report regarding transfer requests of physical shares re-lodged under the SEBI special window, reporting nil activity for the period.

18:52 IST BSE
Financial Results

Modi Naturals Q4 FY26 Results: Net Profit ₹19.7 Cr, Up 140.2% YoY

Modi Naturals Ltd reported revenue from operations of ₹243.1 Cr (+28.0% YoY) and net profit of ₹19.7 Cr (+140.2% YoY) for Q4 FY26.

Key figure
Net profit ₹19.7 Cr · +140.2% YoY