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P I Industries Ltd

Q4 FY26Fertilizers & Agrochemicals

P I Industries Q4 FY26 earnings call: Revenue & Margins

Q4 FY26 earnings call: what management said on revenue, margins and capex.

Price₹2,497
Market cap₹42.6K Cr
P/E35.5
Updated23 Aug 2026
Read4 min read

The short version

Management expects continued growth with positive revenue growth in FY27, targeting late single-digit to early double-digit growth depending on global conditions. Management expects growth in FY27, with revenue growth likely in late single-digit to early double-digit range, subject to global uncertainties.

From P I Industries Ltd's Q4 FY26 earnings-call transcript · updated 23 Aug 2026.

Revenue & Sales Performance

  • Management expects continued growth with positive revenue growth in FY27, targeting late single-digit to early double-digit growth depending on global conditions.
  • New molecules in the CSM segment contributed 18%-20% to portfolio and are growing faster despite overall market challenges.
  • Electronic chemicals business is at an early stage, with potential to build into a substantial INR 500 crore+ opportunity in 4-5 years.
  • Pharma segment aims to reach INR 500-600 crore topline in 2-3 years, which could lead to EBITDA positivity afterward.
  • Biological nematode product shows strong growth potential, particularly in Brazil and Mexico, with US launch underway and expected scale-up over next 2-3 years.

2 more points from P I Industries Ltd's call on revenue

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Profitability & Margins

See what P I Industries Ltd said on profitability & margins — free account, 30 seconds.

Capital Expenditure Plans

  • PI Industries plans to invest an additional few hundred crore INR in electronic chemicals and fine chemicals, with a target of around INR 500 crore, considered a substantial investment for growth in these new areas.
  • The company expects consistent capex of INR 700 to INR 800 crore for manufacturing expansions, new product launches, and R&D across both pharma and agrochemical businesses.
  • Over the last three years, PI incurred nearly INR 2,600 crore in capex, spanning capacity ramp-up, technology development, and new product arenas with longer gestation like NCEs and pharma capabilities.
  • FY27 will see heavy investments focused on market-building, product launches (e.g., Pioxaniliprole), and regulatory compliance costs for global filings.

2 more points from P I Industries Ltd's call on capex

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Top-ranked in Fertilizers & Agrochemicals

Ranked on what management guided this quarter

Guidance-ranked
1Anya Polytech &
Rev 2Mar 1
2Dharmaj Crop
Rev 2Mar 2
3
Rev 2Mar 3
4
Rev 2Mar 3
5
Rev 3Mar 1
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Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.

Fundraising & Capital Structure

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Order Book & Pipeline

- PI Industries has an order book position of approximately USD 1 to 1.2 billion as of the latest update. - The pharma segment currently has an insignificant contribution to the overall order book and topline. - The company focuses on maintaining and growing its order book through investments in agrochemicals, pharma, and other niche chemical segments. - Order book levels are expected to be stable, with continued management of contract assets and inventory to support supply chain volatility. (Source: Page 16 & 15 of the transcript)

P I Industries Ltd — Quarterly revenue & net profit

Revenue Net profit
Dec 2024Q3 FY25
Mar 2025Q4 FY25
Jun 2025Q1 FY26
Sep 2025Q2 FY26
Dec 2025Q3 FY26
Mar 2026Q4 FY26

Reported quarterly figures (₹ Cr). Latest (Q4 FY26): revenue ₹1.6K Cr, net profit ₹200 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.

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What P I Industries Ltd's management said in earlier quarters

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Frequently Asked Questions

What were P I Industries Ltd Q4 FY26 results?

Management expects continued growth with positive revenue growth in FY27, targeting late single-digit to early double-digit growth depending on global conditions. Management expects growth in FY27, with revenue growth likely in late single-digit to early double-digit range, subject to global uncertainties.

What is P I Industries Ltd share price analysis?

P I Industries Ltd currently shows a neutral. The stock trades at a P/E of 35.5 with a market cap of ₹42,633 Cr. Investors should review the full earnings analysis for detailed insights.

Is P I Industries Ltd planning capital expenditure?

PI Industries plans to invest an additional few hundred crore INR in electronic chemicals and fine chemicals, with a target of around INR 500 crore, considered a substantial investment for growth in these new areas.

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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.