Dhanuka Agritech Limited (507717) Earnings Call Transcripts
Dhanuka Agritech Limited's Latest Earnings Call - Q4 FY2026
In Q4 FY '25-'26, Dhanuka Agritech Limited reported a revenue of INR 48.3 crores, up 9% year-over-year from INR 42.02 crores, and a profit after tax of INR 97.7 crores, reflecting a significant increase from INR 75.5 crores in the prior year. The company also announced a dividend of INR 2 per share and a buyback of up to 5 lakh shares at INR 1,400 each, signaling confidence in its financial health. Management maintained a cautious outlook for FY '27, projecting low double-digit growth while acknowledging challenges from climatic conditions and geopolitical factors affecting the agrochemical sector.
Reported metrics
| Metric | Value |
|---|---|
| Revenue | INR 48.3 crores (beat) |
| EBITDA | INR 124.9 crores (beat) |
| Profit After Tax | INR 97.7 crores (beat) |
| Dividend | INR 2 per share (positive) |
| Buyback Amount | INR 70 crores (positive) |
| Dahej Revenue | INR 50 crores (beat) |
Guidance from management
Management expects low double-digit growth for FY '27, with contributions from new product introductions and recovery from previous bans. They acknowledged potential challenges from GST refunds and economic benefits impacting performance.
What management said
Yes. So registration is not the bigger issue because the major concern is around appointing the distributors and managing the supply chain. With the support of Bayer AG, we are resolving most of the issues on how the supply chain will be handled in the coming times. We have already initiated the formulation of both the Melody Duo variants in India. Triadimenol formulation will also be shifting to India in current ...
So you see you asked 3, 4 questions in one question. You see one with regard to the EBITDA margin, -- this is largely because of the GST refund. You see in Udhampur unit, the GST refund year was last year, March '26 only. So you see the refund has increased significantly in the Q4 of this financial year because of which the EBITDA is highest in this quarter. In terms of the placement, placement is similar to the prev...
What analysts pressed on
Analysts expressed concerns regarding the impact of channel inventory on future sales, particularly in light of lower pest infestations during the rabi season. There were also questions about the sustainability of margins amid rising input costs and the effectiveness of passing these costs onto customers.
Main topics on the call
- Revenue Growth — Dhanuka reported Q4 revenue of INR 48.3 crores, a 9% increase from INR 42.02 crores in Q4 FY '24-'25. Management stated, 'we continue to remain constructive on the medium- to long-term structural growth opportunity for I...
- Profitability Improvement — The company's EBITDA for Q4 stood at INR 124.9 crores, up from INR 109.7 crores year-over-year, indicating improved operational efficiencies. 'Profit after tax stood at INR 97.7 crores compared to INR 75.5 crores,' showc...
- Dividend and Buyback Announcement — Dhanuka declared a dividend of 100% (INR 2 per share) and approved a buyback of up to 5 lakh shares at INR 1,400 each, reflecting strong cash generation and commitment to shareholder value. Management noted, 'this decisi...
- Challenges in Agrochemical Sector — Management highlighted ongoing challenges from erratic weather, uneven crop economics, and geopolitical tensions affecting supply chains. They stated, 'the broader operating environment during the quarter remained challe...
Read the full Dhanuka Agritech Limited transcript (Q4 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.
About Dhanuka Agritech Limited
Dhanuka Agritech Limited (507717) is a publicly listed company in the Chemicals industry, within the Materials sector. It trades on BSE and is based in IN. EarningsCalls.dev maintains a free, full-text archive of its earnings call transcripts — 26 calls on record spanning February 13, 2020 to August 3, 2026. Every transcript is split into speaker-by-speaker segments with headline metrics, free to read or available through our REST API.
Earnings Call History
EarningsCalls.dev has 26 Dhanuka Agritech Limited earnings call transcripts on record, spanning February 13, 2020 to August 3, 2026. Based on this history, Dhanuka Agritech Limited reports quarterly. The most recent call on file is dated August 3, 2026. The full list is below — each row opens the complete, free-to-read transcript.