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Earnings Call

Rossari Biotech Earnings Call: Key Takeaways

Rossari Biotech reported record Q1 FY27 revenue of Rs. 697.2 cr (up 28.2% YoY) and EBITDA of Rs. 80.6 cr (up 18.7% YoY), driven by strong demand across core HPPC and TSC segments.

Highlights
Revenue growth28.2% YoY growth in Q1 FY27.
MarginsConsolidated EBITDA margin at 11.6%; excluding B2C, core margins at 14%.
Demand visibilityStrong momentum in HPPC (28%), TSC (28%), and AHN (27%) segments.
Management confidenceHigh; citing healthy momentum and robust domestic/international expansion.

Growth

Revenue grew 28.2% YoY; EBITDA grew 18.7% YoY; PAT grew 4.5% YoY to Rs. 35.1 cr.

Outlook

New 5,000 MTPA Thailand facility commissioned; ongoing monetization of non-core assets; 15.2% FY26 revenue growth CAGR target.

Risks

Moderation in ROCE and ROE due to near-term investments; Institutional/B2C segments remained flat with negative EBITDA margins.

Last quarter's promises, checked

Delivered

  • Guided 15% FY26 revenue growth → delivered 15% (= BEAT)
  • Guided Q4 record revenue/EBITDA → delivered Rs 684.9 cr / Rs 77.3 cr (= BEAT)
  • Guided Thailand plant commission by Q4 FY26 → delivered on stream March 2026 (= BEAT)

Partly delivered

  • Guided Rs 192 cr CAPEX plan → rephased to Rs 50-75 cr for FY27 (= PARTIAL)
  • Guided institutional breakeven → losses moderated but still negative (= PARTIAL)

Missed

  • Guided 12-13% EBITDA margin → delivered 11.9% for FY26 (= MISS)
Source

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

Read the document ↗

Rossari Biotech Ltd: key numbers

Share price
₹444.20
Market cap
₹2,461 Cr
Revenue (annual)
₹2,396 Cr
Net profit (annual)
₹149.2 Cr
P/E (TTM)
16.3×Sector 37.5×
Promoter holding
68.14%-0.01% QoQ
FII holding
2.03%Current quarter

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

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