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Earnings Call

Vidhi Specialty Food Ingredients Earnings Call: Key Takeaways

Vidhi Specialty Food Ingredients reported FY26 revenue of ₹380cr and PAT of ₹49.15cr. Management is transitioning to higher-margin value-added products like pharma coating systems.

Why this was an Alfa AlertNot a filter event. Results were described as resilient but did not explicitly beat prior management guidance by >5%.
Highlights
Revenue growth₹380cr in FY26 vs ₹382.3cr in FY25.
MarginsTargeting 24-25% EBITDA margins on manufactured sales.
Demand visibilityRobust demand expected for FY27; full capacity utilization anticipated.
Management confidenceHigh confidence in margin expansion via value-added products.

Growth

PAT grew 10.80% YoY to ₹49.15cr. EBITDA margins expanded 261bps to 20.52% due to better product mix.

Outlook

Capex of ₹80-97cr planned for pharma (CoatIcon) and new product lines; targeting ₹125-150cr incremental sales.

Risks

Geopolitical tensions in the Middle East, tariff volatility in US/Philippines, and withdrawal of export subvention schemes.

Source

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

Read the document ↗

Vidhi Specialty Food Ingredients Ltd: key numbers

Share price
₹345.75
Market cap
₹1,727 Cr
Revenue (annual)
₹380.0 Cr
Net profit (annual)
₹48.96 Cr
P/E (TTM)
32.4×Sector 37.5×
Promoter holding
64.27%+0.00% QoQ
FII holding
0.06%Current quarter

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

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