India · Delayed Price · Currency is INR Sharda Cropchem Earnings Call Transcripts
Fiscal Year 2026
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Record FY 2026 results with 22% revenue and 124% PAT growth, driven by strong agrochemical performance and margin expansion. FY 2027 guidance targets 10%-15% revenue growth, 35% gross margin, and 18%-20% EBITDA margin, with robust liquidity and limited supply chain impact from global events.
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Q3 FY 2026 saw 39% revenue growth and 366% PAT increase year-over-year, with strong volume gains and margin expansion. Guidance for FY 2027 includes 15-20% revenue growth, sustained gross margins, and continued high CapEx, supported by robust product registrations and a net debt-free position.
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Q2 FY26 saw 20% revenue growth and 35% volume growth, with gross margins up 690 bps to 34.5% and PAT up 75% year-on-year. Management expects strong H2 performance, maintaining EBITDA margin guidance of 15%-18% and robust cash reserves.
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Q1 FY26 saw 25% revenue growth, 67% EBITDA growth, and 424% PAT growth, led by strong European demand, margin expansion, and forex gains. Management expects 15% revenue growth and 15%-18% EBITDA margin for FY26, with robust cash reserves and increased CapEx planned.
Fiscal Year 2025
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Q4 FY 2025 saw 39% revenue growth and over 50% volume growth, with FY 2025 revenue up 37% and PAT up 854% year-over-year. Gross margins improved to 29.9%, and the company remains net debt-free, targeting 15%+ growth and higher margins in FY 2026.
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Q3 FY25 saw a 47% revenue increase and 232% EBITDA growth, driven by strong volume gains and margin expansion. The company remains net debt-free, declared an interim dividend, and expects to sustain high growth and margins into Q4 and FY26.
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Revenue grew 34% year-on-year in Q2 FY2025, led by strong agrochemical performance and margin recovery. PAT turned positive, working capital improved, and the company remains net debt-free with robust cash reserves. Management guides for 15%-18% growth and expects further margin improvement.
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Q1 FY2025 saw 23% revenue growth and a return to profitability, led by strong agrochemical volumes, especially in Europe. Management maintains 15%-18% growth and margin guidance for FY2025, with gradual price recovery expected as market conditions normalize.