Dhanuka Agritech Limited — PPTs, 16-05-2025: Investor Presentation

1. Financial Highlights:

Revenue climbed 20% YoY to Rs. 442.02 Cr in Q4, driven by broad-based growth across insecticides, fungicides, and herbicides. Gross margin improved modestly to 43.62%, while EBITDA grew 37% to Rs. 109.75 Cr, expanding margin to 24.83%. PAT rose 28% to Rs. 75.50 Cr with a 17.08% margin. Full-year revenue increased 15.7% to Rs. 2,035.15 Cr and PAT by 24.2% to Rs. 296.96 Cr. Balance sheet details were not emphasized.

2. Strategic Initiatives & Growth Drivers:

Dhanuka Agritech is accelerating specialty and “9(3)” portfolio expansion with eight new launches planned over two years. Key acquisitions of international rights for two fungicides from Bayer AG enhance its global footprint in 20+ countries. Growth focus includes elevated corporate sales domestically, supported by the Dahej plant, alongside ongoing R&D to drive margin improvement.

3. Business Developments:

The company’s alliances with US, Japanese, and European players sustain technology transfer and innovation momentum. Digital and influencer campaigns have substantially increased farmer engagement. Over 3.2 million farmers participated in field outreach programs during the year, underlining strong ground-level connectivity.

4. Market Position & Competitive Advantage:

With four plants, 41 warehouses, and distribution reaching 10 million farmers, Dhanuka remains a leading Indian agrochemical player. Its robust R&D and global partnerships underpin a diversified portfolio across herbicides, insecticides, fungicides, and plant regulators, fostering strong product differentiation.

5. Investor Implications:

Strong top-line growth, strategic international expansion, and a solid innovation pipeline offer positive growth potential. Execution on new launches and overseas market scaling will be key triggers. The board’s proposed 100% dividend underscores confidence in sustained profitability and cash generation.