ALFA Finder| Revenue growth | 37.19% YoY for FY26; H2 FY26 grew 37.38% YoY to ₹138.5 cr. |
|---|---|
| Margins | H2 margin dip to 11% due to forex and IPO costs; steady-state guided at 15-16%. |
| Demand visibility | 78% repeat revenue; visibility ranges 1-3 months from institutional clients. |
| Management confidence | High; citing sourcing moat and transition to branded consumer snacks. |
Growth
Full year FY26 total income grew 37.19% YoY to ₹256.92 cr; EBITDA grew 24.98%; PAT grew 21.4%.
Outlook
Ambitious Greenfield expansion targeting 70,000 MT capacity by FY30; FY27 revenue guided to grow 20% from existing facility.
Risks
Raw cashew nut price volatility, forex devaluation (USD/INR), and geopolitical disruptions in Middle East/West Africa sourcing hubs.
Earnings Call filed with BSE, BSE: 544657. Summary written with AI assistance from the document.
Pajson Agro India Ltd: key numbers
- Share price
- ₹340.00
- Market cap
- ₹809.5 Cr
- Revenue (annual)
- ₹255.7 Cr
- Net profit (annual)
- ₹24.78 Cr
- P/E (TTM)
- 32.7×Sector 46.8×
- Promoter holding
- 62.47%
- FII holding
- 0.30%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Pajson Agro India Ltd
All →Pajson Agro India Annual General Meeting
Pajson Agro India will hold its 2nd EGM on December 4, 2026 to approve the Employee Stock Option Scheme 2026 and grants to group-company employees. The ESOP covers up to 11,90,480 options with no stated monetary value.
Pajson Agro India Earnings Call Transcript: Key Takeaways
H1 FY27 total income +23% YoY to ~₹145 Cr; EBITDA ~₹20 Cr (14%); PAT ~₹12.6 Cr. Management concedes forex and freight margin compression; Vijayanagram delayed by cyclones.
Pajson Agro India Investor Presentation: Key Takeaways
H1 FY27 revenue ₹143.39 Cr (+21.1% YoY), PAT ₹12.56 Cr (-11.6% YoY), EBITDA margin 14.0%. Pending all-share Pacific Global FZCO acquisition.
Pajson Agro India Fund Raise of ₹354.5 Cr
Pajson Agro's board approved a Rs.354.52 Crore preferential issue of 1,20,58,397 equity shares at Rs.294 each. Shareholder approval is sought at a meeting on 04-12-2026.
- Value
- ₹354.5 Cr
Pajson Agro India Acquisition Worth ₹354.5 Cr
Pajson Agro's board approved acquiring 100% of Pacific Global FZCO for Rs 354.52 Crore via share swap. A preferential issue and EGM on December 4 follow.
- Value
- ₹354.5 Cr
Pajson Agro India Results Update
Pajson Agro India Limited reported H1 FY27 total income of ₹145.11 crore with 23% YoY growth. The company is tripling capacity with a 35,000 MTPA greenfield facility.
- processing capacity
- 35000.0 MTPA