Kotyark Industries earnings calls.

Kotyark Industries reported FY26 revenue of ₹4.9 croreCurrent reported value: ₹4.9 crore. No comparable prior figure is available in the source record., EBITDA of ₹48 croreCurrent reported value: ₹48 crore. No comparable prior figure is available in the source record., and PAT of ₹19.4 croreCurrent reported value: ₹19.4 crore. No comparable prior figure is available in the source record. — delivered despite operating at 7-8%Current 7-8%. Reported change: Targeting 60-70% over next few years. capacity utilization, reflecting the strength of its integrated business model. The company completed a major capacity expansion at its Rajasthan facility from 500 KLPD to 1500 KLPD, bringing total annual biodiesel production capacity to ~480,000 KLCurrent 480,000 KL. Reported change: +200% YoY (expanded from 500 to 1,500 KLPD).. With an exclusive order book of ~₹80 crore and a pipeline of ~₹250 crore, revenue visibility is solid for the next 3-6 months. Management targets 15-20% improvement in both capacity utilization and revenue, with margins expected to expand modestly as utilization increases. Two new manufacturing facilities in Jhajjar (Haryana) and Kanpur (UP), each with 200 KLPD capacity, are expected to commission by December 2026, adding 400 KLPD of capacity and expanding North India coverage. The primary risk remains the slow ramp-up in OMC tender quantities (~15 crore liters quarterly), government policy shifts toward alternative biofuels like isobutanol blending, and ongoing legal disputes. Management highlighted a 30% cost advantage in plant construction through in-house manufacturing and a 99%+Current 99%+. Reported change: vs. 97-98% industry average. yield rate versus 97-98% for competitors.