Meghmani Organics Ltd Q4 FY26 Results & Concall Highlights: Revenue, Margins & Order Book

Published 24 May 2026 | Fertilizers & Agrochemicals | Market Cap: ₹1.6K Cr

Significant top-line growth expected over the next 3 to 5 years, driven mainly by the Crop Protection segment with double-digit growth. Management expects significant top-line and bottom-line growth over the next 3 to 5 years, driven primarily by the Crop Protection and Crop Nutrition segments.

From Meghmani Organics Ltd's Q4 FY26 earnings-call transcript · updated 23 Aug 2026.

Price

₹60.3

Market Cap

₹1.6K Cr

P/E Ratio

25.0

How does Meghmani Organics Ltd rank in Fertilizers & Agrochemicals?

Compare Meghmani Organics Ltd against every Fertilizers & Agrochemicals company this quarter on revenue, margins and earnings-call signals.

View Fertilizers & Agrochemicals leaderboard →

Meghmani Organics Ltd — Quarterly revenue & net profit

Revenue Net Profit

Dec 2024

Mar 2025

Jun 2025

Sep 2025

Dec 2025

Mar 2026

Reported quarterly figures (₹ Cr). Latest: revenue ₹474 Cr, net profit ₹8 Cr.

Full financials →

📊 Revenue & Sales Performance

→Significant top-line growth expected over the next 3 to 5 years, driven mainly by the Crop Protection segment with double-digit growth.
→Crop Nutrition segment to see reasonable growth supported by nano fertilizer products like Nano Urea, Nano DAP, Nano NPK, and Nano Zinc.
→Continuous and growing demand for nano-based fertilizers due to fertilizer availability issues and government promotion.
→Pigments segment expected to have flat to moderate revenue growth (INR 500-600 crores range) with improving profitability from cost optimization.
→Overall, FY27 revenue and profitability expected to improve compared to FY26.
→No specific quarter-wise projections, but steady growth anticipated across quarters depending on market seasons.
→Long-term EBITDA margin guidance for Crop Protection maintained at 15%-17%.

📈 Profitability & Margins

→Management expects significant top-line and bottom-line growth over the next 3 to 5 years, driven primarily by the Crop Protection and Crop Nutrition segments.
→Crop Protection segment is anticipated to achieve double-digit revenue growth with EBITDA margins in the range of 15% to 17% in FY27 and beyond.
→Crop Nutrition segment (including nano-based fertilizers like Nano Urea, Nano DAP, Nano NPK) is expected to see substantial growth and improved profitability due to increasing farmer adoption amid fertilizer availability issues.
→Pigments segment is projected to maintain stable revenues (INR 500-600 crores) with improved profitability through cost optimizations.
→Overall profitability and EBITDA margins are expected to improve compared to previous challenging years, supported by price rationalization and operational efficiencies.
→Management acknowledges recent difficult years but remains confident in long-term value creation and has plans to resume dividend payouts in FY27 reflecting better financial performance.

See what Meghmani Organics Ltd said on profitability & margins — free account, 30 seconds.

🏗️ Capital Expenditure Plans

→No significant capex planned for FY27; only routine capex of approximately INR 35-40 crores is expected.
→Manufacturing of new nano fertilizer products (Nano DAP, Nano NPK, Nano Zinc) will leverage existing infrastructure at Sanand facility with no additional capex.
→Titanium Dioxide (TiO2) plant operations are temporarily suspended due to commercial unviability; no current capex on this project.
→Focus on optimizing existing operations and improving working capital rather than major capital investments in the near term.
→Scheme of amalgamation of wholly-owned subsidiaries to consolidate operations and achieve operational and financial synergies, not direct capex but strategic restructuring for resource optimization.

💰 Fundraising & Capital Structure

→No significant capital expenditure (capex) is planned for FY27; only routine capex of about INR 35-40 crores is expected.
→The company has been actively working on improving working capital by rationalizing inventory levels and reducing receivable days.
→There is no explicit mention of any new fundraising through debt or equity in the provided transcript content.
→The company repaid approximately INR 160 crores of debt in FY26, with debt-to-equity ratios of 0.30x (standalone) and 0.47x (consolidated), indicating a focus on debt reduction.
→Management did not indicate any plans for raising fresh equity or significant new debt during the FY27 period.

See what Meghmani Organics Ltd said on fundraising & capital structure — free account, 30 seconds.

📋 Order Book & Pipeline

→Meghmani Organics currently has some orders for Nano Urea in the pipeline.
→More orders are expected going forward, indicating a growing demand.
→Orders will reflect in revenues on a quarter-on-quarter basis, varying by market and season.
→Revenue growth from these orders is anticipated across all quarters within the financial year.
→The management expects significant growth in both top line and bottom line from the Crop Nutrition segment, including Nano Urea and other nano-based fertilizers.
→No specific quantification of pending orders or orderbook size was provided.
→The outlook is positive, with continuous and increasing demand expected due to fertilizer availability issues and farmer adoption of nano-based fertilizers.

Key Metrics

What Meghmani Organics Ltd's management said in earlier quarters

Others in Fertilizers & Agrochemicals this season

Indogulf Cropsci (Q4 FY26)
Successful single order in Venezuela contributing approximately INR 4 crores in revenue, indicating active export orders. Key concall takeaways from Indogulf…
Rallis India (Q4 FY26)
Crop Protection B2C business growth excluding Soil & Plant Health (SPH) will be marginally positive to low single digit; SPH segment grew robustly at 27%. Key…
Punjab Chemicals (Q4 FY26)
Overall volume growth in FY '26 was around 14%, primarily driven by new products. Key concall takeaways from Punjab Chemicals & Crop Protection Ltd's Q4 FY26…
Krishana Phoschem Ltd (Q4 FY26)
The Company has recently completed a significant capacity expansion: NPK/DAP capacity increased by 50% to 495,000 MTPA, SSP capacity at 120,000 MTPA, totaling…

Compare:vs Coromandel Inter vs Fertilizers & Chemicals Travancore Ltd vs UPL Ltd

🔎 Who's planning the most growth?

Companies ranked by management's own guidance — revenue, margins, capex and order book, from every earnings call in India.

See rankings →

Frequently Asked Questions

What were Meghmani Organics Ltd Q4 FY26 results?

What is Meghmani Organics Ltd share price analysis?

Meghmani Organics Ltd currently shows a neutral. The stock trades at a P/E of 25.0 with a market cap of ₹1,608 Cr. Investors should review the full earnings analysis for detailed insights.

Is Meghmani Organics Ltd planning capital expenditure?

No significant capex planned for FY27; only routine capex of approximately INR 35-40 crores is expected.

Keep Meghmani Organics Ltd on your radar — track it to get its next earnings analysis in your feed.

This analysis is AI-generated based on publicly available earnings data and concall transcripts. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.