Pajson Agro India Q4 FY26 Share Price & Earnings Call Analysis

₹284.70+3.04% today
Market cap
₹678 Cr
P/E
27.33
ROE
27.53%
PEG
0.04
Price to sales
2.65
Debt to equity
0.25
52W high / low
₹392 / ₹130
EBITDA margin
14.34%
Net profit margin
9.70%
Promoter holding
62.47%
Sales (last year)
₹256 Cr

Guidance scorecard · Q4 FY26 call

What Pajson Agro's management guided
and where it ranks in Food Products

#11of 31 in
Food Products

RevenueQ4 FY26 call

20–40%
  • Pajson Agro anticipates approximately 20% revenue growth from the existing 18,000 MT capacity in FY27.
  • The new 35,000 MT capacity is expected to commence commercial production by Q3 FY27, with around 15% utilization in FY27 and ramping to 65-70% in FY28, reaching 85-90% thereafter.
  • Peak revenue from the new capacity at 85% utilization is estimated at INR 470-475 crores.
  • Overall revenue in FY28 is expected to reflect 70% utilization of new capacity, with further increases as utilization rises.
  • Total installed capacity is planned to reach 70,000 MT by FY30 through continued expansion.

2 more points from Pajson Agro's call on revenue

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Full Q4 FY26 analysis

MarginsQ4 FY26 call

Flat

See what Pajson Agro said on margins — free account, 30 seconds.

Full Q4 FY26 analysis

CapexQ4 FY26 call

Planned
  • Pajson Agro is undertaking a greenfield expansion project with a total capex of approx. INR 76 crores (excluding land already acquired).
  • As of March 31, POs worth INR 39.5 crores have been issued for the new facility; advances of about INR 10.5 crores paid.
  • Additional POs worth INR 20-25 crores planned to be issued in Q1 FY27.
  • New processing capacity of 35,000 metric tons expected; commercial production to start from Q3 FY27 with gradual ramp-up to 85%-90% utilization by FY28.
  • The expansion aims to build a high-margin, automated processing hub lowering per unit conversion costs.

2 more points from Pajson Agro's call on capex

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Full Q4 FY26 analysis

FundraisingQ4 FY26 call

See what Pajson Agro said on fundraising — free account, 30 seconds.

Full Q4 FY26 analysis

Order bookQ4 FY26 call

  • Repeat revenue from existing customers is nearly 78%, indicating strong demand and capacity constraints.
  • The new capacity expansion aims to increase volumes with current customers and widen distribution.
  • Purchase Orders (POs) issued to vendors for the new facility amount to approximately INR 39.5 crores.
  • Advances issued against these POs are about INR 10.5 crores.

2 more points from Pajson Agro's call on the order book

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Full Q4 FY26 analysis

Ranges are what management guided for revenue growth and margins on the latest earnings call. Not investment advice, and not a forecast of returns.

Potential multibaggers · Q2 FY27

Potential multibaggers in Food Products
on management's own guidance

  1. 2
  2. Strong growth
    1
  3. Strong growth
    3

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Ranks describe management commentary on revenue and margin from the latest earnings call. Not investment advice.

Peers

Food Products companies ranked on guidance

#CompanyRevenue guidedMargin guidedMarket capP/E
140%+Up 2%+₹23,562 Cr134.3
240%+Up 2%+₹435 Cr7.5
340%+Up 2%+₹413 Cr72.6
440%+Flat₹1,012 Cr46.0
540%+Flat₹148 Cr9.8
620–40%Up 2%+₹670 Cr48.3

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Pro shows every company guiding 40%+ revenue growth →Full Food Products ranking

Financials of Pajson Agro

Quarterly Results, Profit & Loss, Balance Sheet, Cash Flows, and Ratios are shown below as separate sections.

Financials of Pajson Agro

Quarterly Results

Quarter-by-quarter operating performance

No quarterly results data available for this company yet.

Financials of Pajson Agro

Profit & Loss

Annual income statement trend

Mar 2023Mar 2024Mar 2025Mar 2026
Sales +10196187256
Expenses +10090157219
Operating Profit163037
OPM %1%6%16%14%
Other Income +-0001
Interest0023
Depreciation1112
Profit before tax052733
Tax %50%27%25%25%
Net Profit +032025
EPS in Rs0.069.5758.3410.41
Dividend Payout %0%0%0%0%

Financials of Pajson Agro

Balance Sheet

Capital structure and asset base

Mar 2023Mar 2024Mar 2025Mar 2026
Equity Capital44424
Reserves172041112
Borrowings +0151534
Other Liabilities +3017725
Total Liabilities505566196
Fixed Assets +19232841
CWIP0030
Investments0000
Other Assets +323235154
Total Assets505566196

Financials of Pajson Agro

Cash Flows

Operating, investing and financing cash movement

Mar 2023Mar 2024Mar 2025Mar 2026
Cash from Operating Activity +12-916-14
Cash from Investing Activity +-1-6-10-72
Cash from Financing Activity +-1114-284
Net Cash Flow0-05-1
Free Cash Flow11-148-35
CFO/OP995%-155%75%-16%

Financials of Pajson Agro

Ratios

Working capital efficiency and return ratios

Mar 2023Mar 2024Mar 2025Mar 2026
Debtor Days312726
Inventory Days1131073773
Days Payable12773839
Cash Conversion Cycle-11463660
Working Capital Days3314123
ROCE %16%59%31%

What Pajson Agro's management said in earlier quarters

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