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Earnings Call

Modi Naturals Earnings Call: Key Takeaways

Modi Naturals transitioned from an edible oil player to a diversified FMCG and Ethanol business, achieving record revenues in Q4FY26 through capacity expansion.

Highlights
Revenue growthRevenue grew 28% YoY in Q4 to ₹243cr.
MarginsEBITDA margins stood at 10.1%; target sustainable 12-15% in Ethanol.
Order bookReceived 47.9k KL Ethanol order for the current ESY cycle.
Demand visibilityStrong momentum in Ethanol and FMCG with positive government policy tailwinds.
Management confidenceBalanced and optimistic, highlighting successful capacity expansion and NSE listing.

Growth

FY26 revenue grew 8.5% to ₹719cr; Ethanol capacity surged from 130 to 282 KLD, driving Q4 revenue jump.

Outlook

FY27 revenue guidance of ₹950cr based on 50% ethanol capacity utilization; long-term target ₹1,100cr+.

Risks

Industry-wide ethanol overcapacity and delayed utilization ramp-up; execution risks in expanding new FMCG categories like pasta.

Source

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

Read the document ↗

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.

19:38 IST BSE
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.

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