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Rossari Biotech Ltd

Q2 FY26Chemicals & Petrochemicals

Rossari Biotech Ltd Q2 FY26 Results & Concall Highlights: Revenue, Margins & Order Book

Q2 FY26 earnings call: what management guided on revenue, margins and order book.

Price₹502
Market cap₹2.8K Cr
P/E18.5
Updated23 Aug 2026
Read5 min read

The short version

Revenue growth in Q2 FY26 was strong at 18% YoY, driven largely by volume increases across all verticals (HPPC, TSC, AHN). - Exports grew robustly by 36% YoY in Q2 and 27% in H1, now comprising nearly 28% of total revenue, with growth driven by new geographies like Far East, Southeast Asia, and MENA. - Capacity expansions (total planned Rs. Rossari expects steady volume-driven revenue growth with exports rising robustly (36% YoY in Q2), supported by product portfolio expansion and new capacities. - EBITDA margins are expected to remain stable, with core B2B margins in the 14%-16% range excluding consumer and institutional businesses. - Profitability is anticipated to strengthen progressively as new business initiatives and capacity expansions ramp up, particularly from FY27 onwards. - Significant capex completed and underway (Rs.

From Rossari Biotech Ltd's Q2 FY26 earnings-call transcript · updated 23 Aug 2026.

Revenue & Sales Performance

  • Revenue growth in Q2 FY26 was strong at 18% YoY, driven largely by volume increases across all verticals (HPPC, TSC, AHN).
  • Exports grew robustly by 36% YoY in Q2 and 27% in H1, now comprising nearly 28% of total revenue, with growth driven by new geographies like Far East, Southeast Asia, and MENA.
  • Capacity expansions (total planned Rs. 192 crore capex) including 20,000 MT at Dahej and 15,000 MT ethoxylation at Unitop will support future revenue growth.
  • Capex projects expected to deliver 3-4x asset turns at full utilization, with peak utilization by FY28.
  • Non-EO and new product portfolios (approx. 50 new products in pipeline) expected to ramp up gradually.
  • Institutional and B2C verticals currently soft but losses are reducing; expected to scale meaningfully over time.
  • Guidance: Core B2B EBITDA margins stable at 14%-16%, with volume-driven growth continuing.
  • Phased capacity additions scheduled during FY27 and beyond will support incremental sales growth.

Profitability & Margins

See what Rossari Biotech Ltd said on profitability & margins — free account, 30 seconds.

Capital Expenditure Plans

  • Rs. 97 crore and Rs. 95 crore capex announced last quarter, expected to come on stream in FY27 via 5-6 projects in a phased manner.
  • Capacity to reach approximately 385,000 tons by FY26 end.
  • New ethoxylation capacity commissioned at Unitop (15,000 tons) and Dahej (20,000 tons) confirmed; part of ongoing expansions.
  • Total planned capital outlay of Rs. 192 crore nearing completion; remaining projects to be commissioned in coming months.
  • Board approved up to USD 8 million investment in wholly owned subsidiary in Saudi Arabia (Rossari International Limited Company) for feasibility and expansion studies.
  • Small capex underway in Southeast Asia (Thailand) for a blending unit.
  • Additional planned capacity expansions are staggered to manage balance sheet and leverage prudently.
  • Asset turn from new capex expected around 4x at peak utilization, with revenue potential of approx. Rs. 3,500 crore from new capacities.

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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

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

Order Book & Pipeline

- The transcript does not provide specific details or figures about the current or expected order book or pending orders. - However, there is mention of growing export momentum and revenue ramp-up expected every quarter, especially from non-EO business, depending on market conditions. - The company is focusing on emerging geographies such as Far East, Southeast Asia, and MENA regions to sustain or increase export sales momentum. - There is also ongoing capacity expansion and commissioning aimed to support future growth. - Uncertainty in global markets, especially tariffs affecting exports (notably to the US), is impacting order visibility and customer behavior. - Management remains hopeful for order growth as new products and capacities come online despite challenges. No specific numeric order book data or pending orders were disclosed in the call transcript.

Rossari Biotech 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 ₹685 Cr, net profit ₹46 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.

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Frequently Asked Questions

What were Rossari Biotech Ltd Q2 FY26 results?

Revenue growth in Q2 FY26 was strong at 18% YoY, driven largely by volume increases across all verticals (HPPC, TSC, AHN). - Exports grew robustly by 36% YoY in Q2 and 27% in H1, now comprising nearly 28% of total revenue, with growth driven by new geographies like Far East, Southeast Asia, and MENA. - Capacity expansions (total planned Rs. Rossari expects steady volume-driven revenue growth with exports rising robustly (36% YoY in Q2), supported by product portfolio expansion and new capacities. - EBITDA margins are expected to remain stable, with core B2B margins in the 14%-16% range excluding consumer and institutional businesses. - Profitability is anticipated to strengthen progressively as new business initiatives and capacity expansions ramp up, particularly from FY27 onwards. - Significant capex completed and underway (Rs.

What is Rossari Biotech Ltd share price analysis?

Rossari Biotech Ltd currently shows a neutral. The stock trades at a P/E of 18.5 with a market cap of ₹2,786 Cr. Investors should review the full earnings analysis for detailed insights.

Is Rossari Biotech Ltd planning capital expenditure?

Rs.

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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.