Tarsons Products Limited — Investor Meet, 19-11-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Tarsons Products reports Q2 FY'26 standalone revenue of INR 81 Cr, H1 revenue INR 152 Cr. Standalone H1 EBITDA grew 19% YoY to INR 48.4 Cr, with margin expansion. PAT was impacted by INR 20 Cr depreciation from the partial capitalization of its Panchla facility. Consolidated revenue for H1 FY'26 reached INR 193.7 Cr.

Capex at Panchla and Amta facilities is nearing Q4 FY'26 completion, aiming to expand capacity for existing and new bioprocess/cell culture products. Exports show healthy order books despite global headwinds and US tariffs. The domestic market faces competition, but new product launches are expected to boost market share. Management is optimistic about future revenue and profitability, leveraging new capacity over the next 3-5 years.