| Management target | Revenue 20.0% FY27 |
|---|
| Revenue growth | Standalone revenue +21% YoY, -4% QoQ; growth not profit-accretive. |
|---|---|
| Margins | Q2 EBITDA margin ~21%, lowest cited; FY27 guided 24–25%. |
| Demand visibility | ATBS recovery deferred to H2; management expects Q3 strength, unproven. |
| Management confidence | Defensive-optimistic; repeats 'worst is behind us' despite margin collapse. |
Growth
Standalone income +21% YoY but -4% QoQ; EBITDA -27%, margin ~21%. Top-line growth is not converting to profit.
Outlook
FY27 top line guided +20–25% YoY (lower bound shown); EBITDA margin guided 24–25%; ₹500 Cr capex, second ₹500 Cr unconfirmed.
Risks
ATBS volume recovery pushed to H2 on customer destocking; logistics and energy costs not fully passed on; MEHQ commercial sales delayed to April.
Earnings Call Transcript filed with BSE, NSE: VINATIORGA. Summary written with AI assistance from the document.
Vinati Organics Ltd: key numbers
- Share price
- ₹1,042.80
- Market cap
- ₹10,810 Cr
- Revenue (annual)
- ₹2,227 Cr
- Net profit (annual)
- ₹443.7 Cr
- P/E (TTM)
- 26.2×Sector 28.2×
- Promoter holding
- 74.28%+0.00% QoQ
- FII holding
- 3.64%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Vinati Organics Ltd
All →Vinati Organics Promoter Buying
Promoter entity Suchir Chemicals bought 25,000 Vinati Organics shares on 5 Nov 2026, lifting promoter stake to 74.306%. Disclosed under SAST Regulation 29(2).
- Promoter stake change
- +0.02%
Vinati Organics Capacity Expansion: ₹500 Cr Investment
Vinati Organics' Board approved a ₹500 Crore capex plan for new greenfield specialty chemical projects. Funded via internal accruals, commissioning is expected within two years.
- Value
- ₹500.0 Cr
- Execution
- within two years
Vinati Organics Q2 FY27 Results: Net Profit ₹78.4 Cr, Down 31.8% YoY
Vinati Organics Ltd reported revenue from operations of ₹680.2 Cr (+23.6% YoY) and net profit of ₹78.4 Cr (-31.8% YoY) for Q2 FY27.
- Key figure
- Net profit ₹78.4 Cr · -31.8% YoY
Vinati Organics Board Meeting Date
Vinati Organics informed BSE and NSE that its Board is scheduled for 30 Oct 2026 to approve unaudited Q1/H1 FY27 results. Trading window closure runs from 1 Oct 2026 till 48 hours post-meeting.
Vinati Organics Other Announcement
The company filed its quarterly shareholding pattern under Regulation 31(1)(b) for the period ended September 30, 2026, as required by SEBI regulations.
Vinati Organics Credit Rating
CARE Ratings has reaffirmed the long-term and short-term bank facility credit ratings for Vinati Organics Limited as CARE AA+ Stable and CARE A1+.