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Investor Presentation

Modi Naturals Investor Presentation: Key Takeaways

Modi Naturals Q1FY27 consolidated revenue remained stable at ₹155.6 Cr, while EBITDA grew 25.3% to ₹22.2 Cr. Management is pivoting towards high-margin Ethanol and Branded Consumer segments.

Guidance and delivery
Management target Revenue 31.0% FY27
Highlights
Revenue growth0.4% YoY for Q1FY27; guided 28-34% for full FY27.
MarginsConsolidated EBITDA margin rose to 14.2% from 11.4% YoY.
Order bookEthanol order book strengthened with additional ₹140 Cr from OMCs.
Demand visibilityStrong traction in Consumer categories; secured ₹140 Cr additional Ethanol orders.
Management confidenceOptimistic about FY27 outlook and sustainable profitability.

Growth

Revenue grew 0.4% YoY; EBITDA increased 25.6% YoY to ₹22.2 Cr; PAT rose 19.1% YoY to ₹12.5 Cr.

Outlook

Guided FY27 Revenue of ₹925-965 Cr and EBITDA of ₹100-105 Cr. Ethanol capacity expanding to 282 KLPD.

Risks

Revenue impacted by lower FCI rice prices and 20-day maintenance shutdown in Ethanol division.

Last quarter's promises, checked

Delivered

  • Guided FY26 Revenue ₹719 Cr → delivered ₹719 Cr (= BEAT)
  • Guided FY26 EBITDA ₹73.5 Cr → delivered ₹73.5 Cr (= BEAT)
  • Guided FY26 PAT ₹50.3 Cr → delivered ₹50.3 Cr (= BEAT)

Partly delivered

  • Guided Ethanol expansion ramp-up → delayed in FY26 (= PARTIAL)
Source

Investor Presentation 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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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