Punjab Chemicals & Crop Protection Limited — PPTs, 29-01-2026: Investor Presentation

Here's a concise summary for retail investors:

**Business Performance:**

The company delivered strong Q3 FY26 results, with revenue growing 15.3% year-over-year to 246.6 Cr, fueled by domestic and export demand. EBITDA jumped 53.5% to 29.6 Cr (12.0% margin), and Profit after Tax surged 127.7% to 13.8 Cr (5.6% margin). For the nine months (9M FY26), revenue stood at 821.2 Cr (+17.6%), EBITDA at 90.6 Cr (+23%), and PAT at 53 Cr (+66.2%).

**Growth Drivers or Strategy:**

Key strategies involve expanding the CDMO portfolio with niche, higher-value products across agrochemicals, pharma, and industrial chemicals. A strong focus on backward integration and adding new chemistries aims to enhance margins and long-term sustainability. The company is actively developing a pipeline of over 25 new products.

**Recent Developments:**

Three export-oriented MOUs are on track for commercialization in FY27, strengthening global reach. A new agrochemical (herbicide) launched in Q1 is seeing steady demand. The R&D facility at Derabassi has expanded, with commercial production trials for four new products initiated in Q4 FY26. A Q4 debottlenecking shutdown at Derabassi will boost capacity for new products.

**Key Financial Metrics:**

Q3 FY26 Revenue: 246.6 Cr (+15.3% YoY); EBITDA: 29.6 Cr (+53.5% YoY); PAT: 13.8 Cr (+127.7% YoY). EPS for Q3 FY26 was 11.3.

**Management Commentary / Outlook:**

Management plans a ~60 Cr capital investment over the next six quarters for two multi-purpose plants and is exploring a new production site to support expansion. They anticipate 120–150 Cr in incremental revenue from new product lines over the next 2-3 years, driven by market diversification and a greater emphasis on exports and higher-value intermediates. Increased R&D spending is also a priority for the next two years.