ZUARI INDUSTRIES LIMITED — Investor Meet, 19-08-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Zuari Industries reported a significantly improved Q1 FY26 with consolidated revenue up to Rs. 257.5 Cr and PBT loss narrowed to Rs. 0.40 Cr. The company is actively deleveraging its Rs. 1,800 Cr external debt, expecting funds from the fully sold St. Regis Dubai project (targeting Feb 2026 completion, over AED 1.3 billion top line). Operational highlights include an 88% complete 180 KLPD ethanol plant nearing Q2 commissioning and Simon India securing Rs. 100 Cr in orders. The focus is on asset-light real estate expansion, including a new Rs. 2,000 Cr DM mandate in Kolkata. Management expresses confidence in unlocking value.