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Earnings Call

Vinati Organics Earnings Call: Key Takeaways

Vinati Organics reported steady FY26 results with standalone net income of ₹2,281cr and PAT up 18% to ₹488cr. Management is targeting 15-20% volume growth for FY27 across key segments.

Why this was an Alfa AlertNot a filter event. Performance was steady but did not meet the 10%+ beat criteria against specific prior guidance.
Highlights
Revenue growthStable at ₹2,280cr for FY26; 15% volume growth target for FY27.
MarginsGuiding 26-27% EBITDA margins on a long-term basis.
Demand visibilityRecovery seen in ATBS; 15-20% volume growth expected in FY27.
Management confidenceHigh; company remains debt-free with internal accrual-based expansions.

Growth

FY26 standalone PAT grew 18% YoY to ₹488cr; EBITDA up 17% to ₹741cr despite flat overall income.

Outlook

Targeting 15% company-wide volume growth for FY27; ₹200-250cr capex earmarked for FY27; VOPL revenue expected from Q3FY27.

Risks

IBB volumes declined 20% due to raw material issues from Iran war; Chinese competition in antioxidants segment.

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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