Nath Bio-Genes (India) Ltd Q1 FY27 Results — Earnings Call Analysis

Published 17 Jun 2026 | Agricultural Food & other Products | Market Cap: ₹373 Cr

- Cotton volume is expected to grow around 20%, consistent with the 22% growth achieved in FY26. - Revenue growth for FY27 is expected between 15-20%, driven by strong volume growth in cotton (22%), paddy (25%), and maize (54%).

From Nath Bio-Genes (India) Ltd's Q4 FY26 earnings-call transcript · updated 17 Jun 2026.

Price

167

Market Cap

₹373 Cr

P/E Ratio

9.6

Revenue Rank

Rank 3

Margin Rank

Rank 3

How does Nath Bio-Genes (India) Ltd rank in Agricultural Food & other Products?

Compare Nath Bio-Genes (India) Ltd against every Agricultural Food & other Products company this quarter on revenue, margins and earnings-call signals.

Revenue: Rank 3Margin: Rank 3
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Nath Bio-Genes (India) 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 ₹52 Cr, net profit ₹0 Cr.

Full financials →

📊 Revenue & Sales Performance

Rank 3
  • Cotton volume is expected to grow around 20%, consistent with the 22% growth achieved in FY26.
  • Paddy volume growth is anticipated at 20-25%, reflecting strong performance.
  • Maize is a key growth driver, with significant volume surge of 54% in FY26 and expected to maintain strong growth.
  • Overall top-line (revenue) growth for FY27 is conservatively projected between 15-20%.
  • EBITDA margins and net profit margins are expected to maintain a slight upward trend.
  • The company is confident in scaling operations sustainably, backed by a stable production base, growing market presence, and robust product pipeline.
  • International business is nascent but growing; from INR 15 crores currently in Uzbekistan, long-term international revenue is targeted at 10-15% of total sales.
  • Inventory build-up is planned to meet anticipated demand, reinforcing growth outlook.

📈 Profitability & Margins

Rank 3
  • Revenue growth for FY27 is expected between 15-20%, driven by strong volume growth in cotton (22%), paddy (25%), and maize (54%).
  • EBITDA margin is anticipated to maintain or show a slight upward trend, leading to improved net profit margins.
  • PAT performance is expected to remain healthy, with slight increase in marketing and finance costs considered manageable.
  • EPS has doubled over five years (INR 11.3 in FY22 to INR 23.42 in FY26), reflecting sustained value creation; growth momentum to continue.
  • Company maintains a conservative outlook, preferring to under-commit and over-perform.
  • Growth aided by expanded product portfolio, market penetration, especially in maize, and international expansion (Uzbekistan contributing INR 15 crores).
  • Sales and marketing spend will be commensurate with revenue growth, maintaining healthy margins.
  • Overall, Nath Bio-Genes is confident of sustained quality growth and improved profitability in FY27 and beyond.

🏗️ Capital Expenditure Plans

No
  • Nath Bio-Genes follows a conservative CapEx policy focusing mainly on land bank and vehicles necessary for sales and production.
  • The company avoids heavy investments in processing plants and storage facilities, opting instead for rentals, as the need for such infrastructure is limited and seasonal (e.g., maize requires about 15-20 days of processing).
  • For FY27, there are no significant planned CapEx investments in processing capacity, cold storage, or new geographies.
  • The strategy favors minimal CapEx with an emphasis on operational efficiency and leveraging existing external infrastructures rather than owning them.

💰 Fundraising & Capital Structure

No information
  • No specific mention of any current or planned fundraising through debt or equity in the call.
  • Finance costs increased due to deliberate working capital investment for inventory build-up, but this is managed from existing resources.
  • The company has substantial cash and bank balances (INR 707 million) and bank deposits (INR 70-80 crores), indicating no urgent need for external fundraising.
  • CapEx investments are minimal and focused only on land bank and vehicles, avoiding large capital expenditures.
  • The company prefers conservative commitments and aims for organic growth rather than leveraging through debt or equity issuance at this time.

📋 Order Book & Pipeline

No information
The transcript from the Q4 FY26 earnings call of Nath Bio-Genes Limited does not explicitly mention the current or expected order book or pending orders in specific numeric terms. However, some relevant points indicating the company's outlook on production, inventory, and sales order status are: - Inventory has increased as the company is building stock ahead of the upcoming season, expecting sales to liquidate the inventory over the next two years. - Production is being stabilized with improved yield, contributing to increased sales (cotton Bt volume grew 22% YoY). - The company anticipates top-line growth of 15-20% for FY27, reflecting confidence in demand. - International market expansion is in early stages; Uzbekistan contributed INR 15 crores for the first time, signaling potential new markets. - Working capital investment has increased to support inventory build-up for FY27, indicating preparation for fulfilling expected orders. No specific values for order book or pending orders were disclosed.

Key Metrics

Revenue

Rank 3

Margin

Rank 3

Capex

No

Fundraise

No information

Order Book

No information

Frequently Asked Questions

What were Nath Bio-Genes (India) Ltd Q1 FY27 results?

- Cotton volume is expected to grow around 20%, consistent with the 22% growth achieved in FY26. - Revenue growth for FY27 is expected between 15-20%, driven by strong volume growth in cotton (22%), paddy (25%), and maize (54%).

What is Nath Bio-Genes (India) Ltd share price analysis?

Nath Bio-Genes (India) Ltd currently shows a below-average growth signal. The stock trades at a P/E of 9.6 with a market cap of ₹372. Investors should review the full earnings analysis for detailed insights.

Is Nath Bio-Genes (India) Ltd planning capital expenditure?

- Nath Bio-Genes follows a conservative CapEx policy focusing mainly on land bank and vehicles necessary for sales and production.

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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.

What Nath Bio-Genes's management said in earlier quarters

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