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Revenue
₹270.35 Cr
verified against source
Revenue YoY
—
reported change
EBITDA
₹153 Cr
latest reported figure
Source
screener in
record provenance
Actual signal trajectory
Where this quarter sits.
Quarter read
What the record says.
GSP Crop Science reported strong 9M FY26 results with revenue of ₹1,114 crore and EBITDA of ₹153 crore, up 32% YoY. PAT stood at ₹75 crore (vs ₹59.6 crore last year) after a ₹4.5 crore exceptional item. Growth was driven by patented product portfolio (now 20% of revenue, up from 3% three years ago), robust B2B and B2C domestic verticals, and successful pass-through of raw material cost increases. Management guided for continued 20-25% revenue CAGR over three years, targeting 40-50% revenue from patented products. Key risk: prolonged Middle East conflict could disrupt raw material supply beyond current 45-day inventory cover, impacting margins if cost pass-through lags.
Colored figures show movement against the previous available record.
Guidance to track
- Management expects to sustain or exceed historical growth rate by 5-7% annually, targeting 20-25% CAGR.
- Patented product revenue share to increase from current 20% to 40-50% over the next three years.
- Company plans to launch 1-2 new patented products annually, each requiring ~5 years for registration.
- Subsidiary in Brazil established; registering patented products for export and potential local patenting.
Risks flagged
- Prolonged conflict could disrupt imports beyond current 45-day inventory cover, impacting production.
- Price increases in B2C take 2-3 months to implement, potentially squeezing margins if costs rise faster.
- Only 12 of 102 patents commercialized; registration takes ~5 years, limiting near-term revenue impact.
Key quotes
- We have already received 102 patent in our basket and 108 patent is in our pipeline.
- In the upcoming 3 years we see that almost 40 to 50% revenue will be coming from this kind of products.
- We have started increasing our pricing on giving signals from 1st April wherein we are seeing the acceptance also coming from the market.
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