Agarwal Industrial Corporation Limited — Investor Meet, 26-08-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Agarwal Industrial Corp. reported Q1 FY26 revenue of Rs. 594 Cr (down 16.1% YoY), EBITDA Rs. 38 Cr (6.4% margin), and Net Profit Rs. 13 Cr. Bitumen volumes at 1,24,600 MT were hit by geopolitical issues and early monsoons. Management maintains FY26 volume guidance of ~6 lakh tons and FY28 doubling target, expecting a strong rebound. Shipping margins, impacted by vessel underutilization, are anticipated to recover. The acquisition of Konkan Storage Systems (over 24,000 MT capacity for Rs. 30+ Cr) strengthens logistics and reduces rentals. With strong liquidity, the company is set to capitalize on India's ambitious road infrastructure growth.