Tarsons Products Limited — Investor Meet, 19-08-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Tarsons Q1 FY26: Consolidated revenue at INR 91 Cr (+8% YoY), standalone INR 71 Cr (+10% YoY). Domestic business grew 12%, exports 3%. Consolidated EBITDA INR 25 Cr (27% margin). PAT impacted by higher depreciation from new Panchla facility. Management sees domestic recovery, robust export orders despite overseas softness. Phase 1 of new plant operational; cell culture revenue by Q4 FY26. US tariffs are a current headwind for export sentiment. Company is confident in long-term growth via new capacities & Nerbe, aiming for 33-35% EBITDA. Debt reduction is a priority.