| Revenue growth | Total income +23% YoY to ~₹145 Cr; no one-offs stated. |
|---|---|
| Margins | EBITDA 14%; mgmt cites +190bps vs H2; analyst-cited YoY drop to 12-13%. |
| Demand visibility | Demand healthy; plant ~95% utilised; demand ahead of capacity. |
| Management confidence | Balanced to defensive: concedes margin pressure, avoids numeric projections. |
Growth
Total income +23% YoY to ~₹145 Cr; EBITDA ~₹20 Cr at 14%, but H1 margin compressed on forex and freight.
Outlook
Vijayanagram 35,000 MT targeted for Q4 FY27 but cyclone-delayed; post-acquisition capacity 113,000 MT; no revenue guidance given.
Risks
Margin compression from forex, freight and sourcing costs; Vijayanagram delayed ~45 days by cyclones, trials now February; working capital needs rising to 25-30% of turnover.
Earnings Call Transcript filed with BSE, BSE: 544657. Summary written with AI assistance from the document.
Pajson Agro India Ltd: key numbers
- Share price
- ₹313.80
- Market cap
- ₹747.1 Cr
- Revenue (annual)
- ₹255.7 Cr
- Net profit (annual)
- ₹24.78 Cr
- P/E (TTM)
- 30.1×Sector 46.5×
- 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 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
Pajson Agro India Other Announcement
Pajson Agro India confirmed no deviation in its IPO proceeds use for the half year to September 2026. This is a routine Regulation 32 compliance filing.