Dhanuka Agritech Limited — PPTs, 01-08-2025: Investor Presentation

Here's the summary of the attached document:

**Financial Highlights:**

Dhanuka Agritech reported Q1 FY26 revenue of Rs. 528.29 Cr, up 7.03% YoY from Rs. 493.58 Cr. EBITDA grew 15.99% to Rs. 83.19 Cr (15.75% margin), and Profit After Tax increased 13.52% to Rs. 55.50 Cr (10.51% margin). Gross margin improved to 36.03%. The quarter was challenging due to delayed monsoons, impacting demand. The company forecasts higher double-digit revenue growth for FY26.

**Strategic Initiatives & Growth Drivers:**

The company launched Dinkar, a new 9(3) herbicide for Paddy, which saw an encouraging response, especially in the South. This aligns with its strategy of introducing novel chemistries and targeting 8 new product launches in the next two years, focusing on margin-accretive 9(3) products. International collaborations with global agrochemical firms continue to bring new technologies.

**Business Developments:**

Dhanuka maintains a robust pan-India reach across 41 warehouses, 6,500 distributors, and 80,000 retailers serving over 10 million farmers. Marketing initiatives included the digital launch of 'Melody Duo' and field visits for 'Dinkar' promotion. The company also celebrated 25 years of 'Targa Super' with Nissan Chemical.

**Market Position & Competitive Advantage:**

As a leading Indian agrochemical player, Dhanuka differentiates itself through innovation in novel chemistries, extensive product development, and a diverse portfolio of 300+ registrations. Its wide distribution network and strong international partnerships provide a competitive advantage in delivering the latest technologies.

**Investor Implications:**

Despite monsoon-related headwinds in Q1, the company delivered growth and margin expansion. The new product pipeline, positive monsoon outlook, and focus on specialty products present positive growth potential. Shareholder value creation efforts include a recently declared final dividend and a share buyback.