| Margins | EBITDA margins compressed by 340 bps YoY to 23.6% (consolidated). |
|---|---|
| Demand visibility | Encouraging customer enquiries suggest sustained demand momentum in coming quarters. |
Growth
Consolidated revenue grew 21% YoY; Domestic up 17%, Exports up 29%. Standalone PAT fell 81% to ₹0.7 cr.
Outlook
New Panchla cell culture lines commissioning by Q2FY27; revenue contribution from new facilities expected to scale in FY28-29.
Risks
High raw material prices due to supply chain disruptions; higher depreciation and finance costs from new facilities.
Last quarter's promises, checked
Delivered
- Guided full commissioning of capex in H1 FY27 → delivered Q2 FY27 timeline (= BEAT)
- Guided domestic business resilience → delivered 17% YoY growth (= BEAT)
- Guided export recovery from Q4 lows → delivered 29% YoY growth (= BEAT)
Partly delivered
- Guided gradual revenue scale-up from new plants → delivered 21% consol growth but PAT fell 81% (= PARTIAL)
Missed
- Guided stable gross margins (71-72%) → delivered 23.6% EBITDA margin with high RM pressure (= MISS)
Investor Presentation filed with BSE, NSE: TARSONS. Summary written with AI assistance from the document.
Tarsons Products Ltd: key numbers
- Share price
- ₹332.75
- Market cap
- ₹1,770 Cr
- Revenue (annual)
- ₹422.5 Cr
- Net profit (annual)
- ₹14.32 Cr
- P/E (TTM)
- 159.6×Sector 57.8×
- Promoter holding
- 47.30%+0.00% QoQ
- FII holding
- 0.15%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
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