Meghmani Organics Limited — PPTs, 14-05-2026: Investor Presentation

Here's a concise summary for retail investors:

1. **Business Performance:** Meghmani Organics (MOL) saw Q4 FY26 standalone revenue dip 9% YoY to ₹456.6 Cr, with PAT at ₹19.5 Cr (-42% YoY). This was mainly due to softer export demand and rising input costs squeezing margins. However, full-year FY26 standalone revenue grew 4% to ₹2,091.8 Cr, and PAT surged an impressive 89% to ₹125.3 Cr. Crop Protection, 76% of Q4 revenue, saw production up 6% YoY, while Pigments (24% of revenue) production fell 35%.

2. **Growth Drivers or Strategy:** MOL is expanding strategically. Key initiatives include acquiring Kilburn Chemicals for Titanium Dioxide (TiO2) entry to boost the pigment value chain and promote import substitution. The company also commissioned a new Nano Urea liquid fertilizer plant in Sanand and launched 8 new Crop Nutrition products.

3. **Recent Developments:** The new Multi Purpose Plant (MPP) is operational for high-value insecticides, supporting a 'China Plus One' diversification strategy. An amalgamation scheme for Kilburn Chemicals and Meghmani Crop Nutrition is underway to streamline operations and unlock synergies, simplifying the group structure.

4. **Key Financial Metrics:** Standalone Revenue: Q4 FY26 at ₹456.6 Cr (-9% YoY), FY26 at ₹2,091.8 Cr (+4% YoY). Standalone PAT: Q4 FY26 at ₹19.5 Cr (-42% YoY), FY26 at ₹125.3 Cr (+89% YoY).

5. **Management Commentary / Outlook:** Management points to Q4 challenges from macroeconomic uncertainties and input costs. They expect future growth from ongoing capex, targeting an improved blended EBITDA margin of 14-15%.