Tarsons Products Limited — Investor Meet, 01-06-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Tarsons Products achieved Q4 FY26 consolidated revenue of INR121 Cr (+7.4% YoY) and FY26 consolidated revenue of INR426 Cr (+7.7% YoY), outperforming industry trends. Domestic growth was robust (+11.7% YoY in Q4), but exports fell 13.4% due to geopolitical issues and supply chain disruptions. Gross margins faced pressure from significant raw material price spikes. Management expects its large capex to be fully operational by H1 FY27, driving future growth, especially in new segments like cell culture from FY28. They are implementing gradual price increases and are confident in long-term market share gains and deleveraging.