Meghmani Organics Limited — PPTs, 29-07-2026: Investor Presentation

Meghmani Organics' Q1 FY27 standalone financial results show revenue dipped 12% YoY to ₹522.9 Cr. Despite this, profit surged, with EBITDA jumping 16% to ₹93.7 Cr (17.9% margin) and PAT soaring 42% to ₹57.6 Cr. The Crop Protection segment was the primary revenue driver, contributing 75%, while Pigments accounted for 25%. Softer demand amid macroeconomic uncertainties impacted revenue and capacity utilization, but improved pricing and a favourable product mix enhanced profitability.

Key strategic moves include the foray into higher-margin Titanium Dioxide (TiO2) via the Kilburn Chemicals acquisition, aiming for import substitution. The company also commissioned a Nano Urea liquid fertilizer plant in Sanand, expanding its sustainable agriculture offerings with new products like Nano DAP, NPK, and Zinc. Recent developments include establishing a subsidiary in Brazil to strengthen market presence and ongoing amalgamation to simplify the group structure. Management expects future capex to drive growth and achieve blended EBITDA margins of 14-15%.