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Earnings Call Transcript

Punjab Chemicals and Crop Protection Earnings Call Transcript: Key Takeaways

Management maintains a 15-20% revenue growth target despite a weak demand environment and pricing pressure in India and Europe, relying on a robust order book for H2 recovery.

Guidance and delivery
Management target Revenue 20.0% FY27
Highlights
Revenue growth8.7% YoY growth, driven by strong 27.7% export performance.
MarginsTargeting 15% EBITDA margin long-term via better product mix and R&D.
Order bookRobust order book supports 15-20% full-year revenue growth guidance.
Demand visibilityVisibility for Q2/Q3 via order book; Europe remains soft due weather.
Management confidenceConfident in H2 recovery despite Q1 sector headwinds and price volatility.

Growth

Q1 Revenue up 8.7% YoY, driven by 27.7% export growth; volume-led (5-6%) vs price-led (3-4%).

Outlook

Guided 15-20% Revenue growth for FY27; aiming for 15% EBITDA margins over 2-3 years.

Risks

One-time employee cost of 4.5 Cr; volatile raw material costs; Chinese competition; Europe demand uncertainty.

Source

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

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Punjab Chemicals and Crop Protection Ltd: key numbers

Share price
₹1,077.60
Market cap
₹1,321 Cr
Revenue (annual)
₹1,030 Cr
Net profit (annual)
₹63.96 Cr
P/E (TTM)
20.2×Sector 37.5×
Promoter holding
39.24%+0.00% QoQ
FII holding
5.86%Current quarter

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

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