UPL Limited — PPTs, 01-08-2025: Investor Presentation

Here is the summary of the investor presentation:

**1. Financial Highlights:**

Revenue grew 2% to ₹9,216 Cr. Contribution Margin rose to 43.4%, and EBITDA to 14.1%, driving a 14% EBITDA increase to ₹1,303 Cr. Reported PATMI significantly improved. Net Debt reduced by over ₹6,100 Cr YoY, and Net Working Capital days improved by 35.

**2. Strategic Initiatives & Growth Drivers:**

Sustainable growth is key: Crop Protection targets new product upsides; Advanta focuses on organic growth; SUPERFORM eyes robust specialty chemical prospects. New FY30 ESG goals include a 60% reduction in environmental intensity.

**3. Business Developments:**

Financial de-leveraging included a $250Mn loan prepayment and $400Mn perpetual bond redemption, leading to a ratings outlook upgrade. Strong volume growth came from UPL SAS new herbicide launches and Advanta's key crop segments.

**4. Market Position & Competitive Advantage:**

UPL is a global leader (#1 Bio solutions, #5 Agrochemical). Its strong ESG standing is a differentiator, being the only agchem company in the DJSI World Index and FTSE4Good certified.

**5. Investor Implications:**

Management projects a positive FY26 outlook: 4-8% revenue growth and 10-14% EBITDA growth. Improved earnings quality and substantial debt reduction indicate positive growth potential.