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

Sharda Cropchem achieved its best-ever FY26, reporting revenue of INR 5,268 Cr (+22% YoY), EBITDA of INR 1,040 Cr (+69% YoY), and PAT of INR 681 Cr (+124% YoY). Q4 FY26 revenue grew 13% to INR 2,065 Cr, with PAT up 57% to INR 319 Cr. Gross margins expanded to 37.3% in Q4 and 35.9% for the full year. The company remains debt-free with INR 702 Cr in cash. A total dividend of INR 15 per share for FY26 was announced.

Management anticipates FY27 revenue growth of 10-15%, with gross margins around 35% and EBITDA margins of 18-20%. This confidence is driven by market recovery, limited competition due to complex registration processes (3,011 active, 1,004 in pipeline), and the ability to pass on raw material costs. Sourcing from China is stable, and logistics are managed to avoid conflict zones, ensuring supply to ~70-75 countries, including Ukraine and Israel. The management expressed a confident outlook on sustained growth and margin strength.