Zuari Industries Ltd
Zuari Industries Q1 FY26 earnings call: Revenue & Margins
Q1 FY26 earnings call: what management guided on revenue, margins and order book.
The short version
Ethanol production is expected to scale up significantly, targeting 1,000 KLPD within 4-5 years, with the current 180 KLPD facility commissioning in Q2 FY26 and full capacity by Q4 FY26 or next financial year. Zuari Industries expects steady sugar prices supported by lower stock levels, which should aid stable revenue and profitability.
From Zuari Industries Ltd's Q1 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- Ethanol production is expected to scale up significantly, targeting 1,000 KLPD within 4-5 years, with the current 180 KLPD facility commissioning in Q2 FY26 and full capacity by Q4 FY26 or next financial year.
- Real estate segment, particularly Zuari Infraworld, is expanding with DM mandates worth Rs.4,000 crores in Hyderabad and Kolkata, and exploring Bangalore.
- Sugar sales are influenced by government quotas; sugar season and power generation days directly impact volumes; sugar stock as of June 30 is 6 lakh quintals.
- Ethanol prices expected to rise due to demand from blending programs.
- Simon India secured Rs.100 crores in orders for execution by March 2027, indicating growth in engineering and construction revenues.
2 more points from Zuari Industries Ltd's call on revenue
Pro opens every point from 15K+ earnings calls
Profitability & Margins
See what Zuari Industries Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- Zuari Envien Bioenergy Pvt. Ltd. is setting up a 180 KLPD grain-based ethanol distillery in Lakhimpur, expected to commission in Q2 FY26, aiming to scale to 1,000 KLPD within 4-5 years. Future investments depend on policy clarity and government pricing on ethanol.
- Zuari Infraworld is expanding in Hyderabad and Kolkata with development management mandates worth Rs.4,000 crores combined, focusing on an asset-light, fee-based model. Bangalore is also being explored.
- The flagship St. Regis Dubai ultra-premium luxury project is progressing well, targeting completion by February 2026. Post-completion, new premium project opportunities in Dubai are under preliminary evaluation.
2 more points from Zuari Industries Ltd's call on capex
Pro opens every point from 15K+ earnings calls
Top-ranked in Agricultural Food & other Products
Ranked on what management guided this quarter
Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.
Fundraising & Capital Structure
See what Zuari Industries Ltd said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
- Simon India has booked orders worth Rs.100 crores.
- These orders are from Paradeep Phosphates Limited.
- The projects include the fifth evaporator project, a Sulphur melting system, and the TG4 project.
2 more points from Zuari Industries Ltd's call on order book
Pro opens every point from 15K+ earnings calls
Zuari Industries Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest: revenue ₹284 Cr, net loss ₹32 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
Full financials →Continue your research
What Zuari Industries Ltd's management said in earlier quarters
Others in Agricultural Food & other Products this season
- CCL Products (India) Ltd (Q1 FY26)
Company achieved a 37% turnover growth in 1QFY26, reaching INR1,058 crores, signaling strong sales momentum (Page 3). Key concall takeaways from CCL Products…
- Triveni Engineering and Industries Ltd (Q1 FY26)
Power Transmission Business order book stands at ₹423 crore. Key concall takeaways from Triveni Engineering and Industries Ltd's Q1 FY26 earnings call — and…
- Kaveri Seed Company Ltd (Q1 FY26)
Hybrid rice and non-cotton hybrids showing volume and revenue growth; hybrid rice volumes increased by ~6.5%. Key concall takeaways from Kaveri Seed Company…
- Chamanlal Setia Exports Ltd (Q1 FY26)
Growth will be cyclical: some quarters may see significant growth (up to INR 500-600 crores) if favorable, while others may be slower to preserve margins (Page…
Arthneeti Pro · Annual
Zuari Industries Ltd and 15K+ more earnings calls,
for less than your morning chai
a day
Every earnings call, ranking and concall Q&A across all four results seasons.
Secure Razorpay payment · instant access
Frequently Asked Questions
What were Zuari Industries Ltd Q1 FY26 results?
Ethanol production is expected to scale up significantly, targeting 1,000 KLPD within 4-5 years, with the current 180 KLPD facility commissioning in Q2 FY26 and full capacity by Q4 FY26 or next financial year. Zuari Industries expects steady sugar prices supported by lower stock levels, which should aid stable revenue and profitability.
What is Zuari Industries Ltd share price analysis?
Zuari Industries Ltd currently shows a neutral. The stock trades at a P/E of 6.7 with a market cap of ₹775 Cr. Investors should review the full earnings analysis for detailed insights.
Is Zuari Industries Ltd planning capital expenditure?
Zuari Envien Bioenergy Pvt.
Keep Zuari Industries 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 the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.