Meghmani Organics Limited — Investor Meet, 19-05-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Meghmani Organics' Q4 FY26 earnings call highlighted a challenging year with macroeconomic headwinds and tariffs. FY26 standalone revenue grew 4% to 2,091 Cr, EBITDA 27% to 228.7 Cr. Crop Protection (78% revenue) saw 15% EBITDA margin, while Pigments (22%) was 3.3%. TiO2 operations are temporarily suspended due to cost/price unviability. Management expects FY27 improvements: double-digit growth and 15-17% EBITDA margin for Crop Protection, significant growth in newly approved Nano DAP/NPK/Zinc, and better Pigment profitability. Routine capex is 35-40 Cr, with focus on working capital. A Brazil subsidiary and EcoVadis silver medal are key milestones. Management is confident in long-term growth.