GSP Crop Science Limited — Investor Meet, 20-04-2026: Analysts/Institutional Investor Meet/Con. Call Updates

The company held a conference call to discuss its Q3 FY26 financial results. Management highlighted its strengths in manufacturing, R&D, and patents, with a focus on developing innovative, patentable combination products to reduce farmer costs and increase efficiency. The company has 102 patents granted and 108 in the pipeline, with 12 already commercialized. For the nine months ended December 2025, revenue was INR 1,114 Cr, with EBITDA at INR 153 Cr (up 32% YoY) and PAT at INR 75 Cr. Despite potential El Nino effects, the company sees resilience due to its strong presence in paddy cultivation and the growing demand for nutrition products. Sourcing challenges and logistics costs due to global conflicts have been managed by passing on price increases to customers. Patented products currently contribute around 20% of revenue, with a target of 40-50% in three years. Facility utilization for technical plants is 70-75%, and for formulation plants, it's 30-40%. The management expressed confidence in sustained growth.