Vinati Organics Limited — Investor Meet, 20-05-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Vinati Organics has announced a board meeting to discuss the financial results for the quarter and half-year.

Q4 revenue grew 24% QoQ to INR655 Cr, with PAT up 31% to INR123 Cr. FY25 consolidated revenue rose 18% to INR2,292 Cr, EBITDA jumped 23% to INR625 Cr, and PAT increased 25% to INR405 Cr. ATBS volumes led 30% growth, holding a 60-65% global market share, with capacity expansion slated by June 2025. Butyl phenol sales grew 26%, antioxidants surged 70%, and utilization is expected to climb from ~50% to 90% over two years. The VOPL subsidiary aims for INR100 Cr revenue in FY26. Management targets 20% CAGR over three years, driven by capacity expansion, new products, and efficiency, keeping EBITDA margins at 26-27%. Export share is cooling from 70% to 55%, while domestic demand strengthens. R&D and innovation remain key for growth.