Company profile / EXCELINDUS

Excel Industries

Other · 1 quarter tracked · source-linked performance and management context.

Research layer active
NegativeDelivery assessment incompleteLatest record q4-fy26

Latest revenue

₹281 Cr

verified financial record

Quarters tracked

1

source records in the directory

Delivery assessment

Unscored

No scored management commitments are present yet.

Call date

2026-05-15

latest available source date

Signal trajectory

1 actual quarter
PAT (₹ Cr)PositiveWatchNegative
1 actual records
Actual quarterly PAT (₹ Cr) trajectoryReported values plotted by quarter. Hover or focus a point for its quarter, value, and source sentiment.Q4 FY26: 12 · Negative source sentiment · 2026-05-15Q4 FY261212
Values are taken from the available verified source records; sentiment color is a separate source-read indicator.

Current read

Unscored

No scored management commitments are present yet.

Latest source read

What changed this quarter?

Open quarter read

Excel Industries reported Q4 FY26 standalone revenue of ₹281 crore (+13% YoY) and adjusted EBITDA of ₹22 crore (+13% YoY), with margins flat at 8%. PAT plunged to ₹3 crore from ₹11 crore last year, reflecting higher depreciation and other costs. The agrochemical segment faced headwinds from extended monsoons and channel inventory, partially offset by strength in YP derivatives and performance solutions. Management flagged near-term uncertainty from El Niño and raw material volatility, declining to provide forward guidance. A shareholder expressed frustration over stagnant stock price and lack of value creation. Risks include potential anti-dumping duty impact on HDP/ATMP, raw material pass-through challenges, and suboptimal monsoon affecting agro demand.

Colored figures compare against the previous available record. Hover or focus one for the comparison.

Signal

Negative

Revenue

₹281 Cr

Source date

2026-05-15

Across the record

Quarter history.

1 source records

History modules

Follow the numbers and themes.