Valiant Organics Limited — PPTs, 25-02-2026: Investor Presentation

Here is a concise summary of Valiant Organics Limited's investor presentation:

**1. Business Performance:**

Valiant Organics saw a 14.8% YoY revenue dip in Q3 FY26 to ₹159.3 Cr due to pricing pressure and softer demand. However, its 9M FY26 revenue held steady at ₹521.0 Cr, a slight 1.2% YoY increase. The company delivered a significant profitability turnaround, with 9M PAT at ₹17.5 Cr compared to a ₹7.6 Cr loss in the prior year. 9M EBITDA surged 84.4% YoY to ₹61.6 Cr, maintaining an 11.82% margin, reflecting strong cost control.

**2. Growth Drivers or Strategy:**

Despite Q3 headwinds, the company’s improved performance over nine months highlights a focus on stronger pricing discipline and enhanced cost efficiencies, which expanded gross profit margins by over 500 basis points.

**3. Recent Developments:**

A notable development was an exceptional income of ₹5.7 Cr from an insurance claim refund, which boosted profit before tax for the period.

**4. Key Financial Metrics:**

For 9M FY26: Revenue ₹521.0 Cr (+1.2% YoY), EBITDA ₹61.6 Cr (+84.4% YoY), PAT ₹17.5 Cr (vs. ₹7.6 Cr loss). EPS stood at ₹6.25 (vs. ₹-3.67).

For Q3 FY26: Revenue ₹159.3 Cr (-14.8% YoY), PAT ₹3.6 Cr (-34.5% YoY).

**5. Management Commentary / Outlook:**

Management acknowledged Q3's pricing pressure and demand softness, emphasizing that the cumulative nine-month performance demonstrates significant improvement in overall profitability and financial resilience.