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Earnings Call

Vinati Organics Earnings Call: Key Takeaways

Vinati Organics delivered a resilient FY26 with 18% PAT growth, though ATBS volumes softened late-year. Management is banking on a recovery and new value-added products to drive FY27 momentum.

Why this was an Alfa AlertNot a filter event. Performance was largely in line with stable revenue and guided growth trajectories.
Highlights
Revenue growthNet income remained stable YoY at ₹2,281cr; Q4 saw 17% growth.
MarginsEBITDA margins targeted at 26-27% despite raw material fluctuations.
Demand visibilityRecovery expected in ATBS with 15-20% volume growth in FY27.
Management confidenceConfident, focusing on recovery and niche chemical segment expansion.

Growth

PAT grew 18% YoY to ₹488cr. ATBS remains the dominant revenue driver despite temporary Q4 volume softness.

Outlook

Guided 15% volume growth for FY27. ₹200-250cr capex planned for capacity expansion and new niche chemicals.

Risks

Chinese aggressive pricing in antioxidants and IBB raw material supply disruptions due to geopolitical conflicts remain key concerns.

Source

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

Read the document ↗

Vinati Organics Ltd: key numbers

Share price
₹1,206.40
Market cap
₹12,506 Cr
Revenue (annual)
₹2,227 Cr
Net profit (annual)
₹443.7 Cr
P/E (TTM)
27.9×Sector 37.5×
Promoter holding
74.28%+0.00% QoQ
FII holding
3.65%Current quarter

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

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