Rossari Biotech Limited — Investor Meet, 05-05-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Rossari Biotech reported Q4 revenue at Rs. 579.6 Cr, up 22.6% YoY, and FY25 revenue of Rs. 2,080 Cr, growing 13.6% YoY. EBITDA margin stood at 12% in Q4 and 12.7% for FY25, affected by investments in emerging Institutional and B2C verticals, which grew 67% to Rs. 299 Cr. Adjusted core EBITDA margin was ~15%.

Management noted EO supply constraints limiting HPPC growth, expected to ease by Q2 FY26 with new capacity. Capex of Rs. 192 Cr in subsidiaries and Rs. 95 Cr in Rossari is underway for capacity expansion and backward integration, targeting Q4 FY26 commissioning. The biosurfactant platform “Renewa” is gaining momentum as a sustainable solution.

Export growth was strong at 27%, with presence in 70+ countries. Growth outlook is mid-teens for FY26, strengthening in FY27 as new capacities come online and EO supply normalizes. Net debt at Rs. 70 Cr is manageable; cost of debt around 8%. Focus remains on innovation, scaling capacity, and profitable growth.