Rossari Biotech Limited — Investor Meet, 27-10-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Rossari Biotech posted Q2 FY26 revenue of Rs. 586.1 crore, up 18% YoY, led by strong volume growth across HPPC, TSC, and AHN. EBITDA was Rs. 71.9 crore (12.3% margin), impacted by subdued pricing and investments, though core B2B EBITDA remained ~15%. New capacities at Dahej and Unitop were commissioned. Exports soared 36% YoY, now 28% of revenue. A USD 8 million investment is approved for Saudi Arabia global expansion. Management expects continued healthy growth and margin improvement from FY27 as new capacities mature and Ethylene Oxide supply stabilizes. Near-term margins face tariff and pricing pressures.