Best Agrolife Limited — Investor Meet, 18-11-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Best Agrolife reported Q2 FY26 revenue of Rs. 516.8 Cr (down 30.8% YoY) and PAT of Rs. 38.3 Cr due to challenging monsoons. H1 FY26 revenue was Rs. 898.1 Cr, PAT Rs. 58.2 Cr. Management highlighted patented products now exceeding half the portfolio, driving better margins. Operational shifts include a 24% inventory reduction to Rs. 666 Cr and significant OPEX cuts, leading to expected lower sales returns in Q3. The company aims for Rs. 1,500 Cr turnover and 13-14% EBITDA margin for FY26, anticipating Q3/Q4 profitability from a favorable Rabi outlook and strategic discipline. International business is expanding, with China and Africa showing growth. Management is confident in achieving predictable and resilient long-term growth.