Kotyark Industries Limited — Investor Meet, 24-06-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Kotyark Industries reported FY26 revenue of ₹314.9 Cr, EBITDA of ₹48 Cr, and PAT of ₹19.4 Cr, despite 7-8% capacity utilization. Management aims for 60-70% utilization over next few years. Capacity expanded to 1500 KLPD at Rajasthan, with two new 200 KLPD plants (Jhajjar, Kanpur) commissioning by Dec 2026, funded internally. Executable order book stands at ₹80 Cr, with a pipeline of ₹215 Cr. The company is pursuing biodiesel exports, awaiting license, expecting FY27 impact. It maintains ~8-10% margins and differentiates itself with low-cost plant setup and high yield (>99%). Management is confident of 15-20% growth this year, targeting 60-80% over 4-5 years, navigating policy concerns about isobutanol and progressing legal challenges.