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Revenue
₹51.59 Cr
verified against source
Revenue YoY
19%
reported change
EBITDA
₹52.5 Cr
latest reported figure
Source
screener in
record provenance
Actual signal trajectory
Where this quarter sits.
Quarter read
What the record says.
Nath Bio-Genes delivered a strong FY26 with revenue of ₹431.6 crore, up 19% YoY, driven by robust volume growth across cotton (+22%), paddy (+25%), and maize (+54%). EBITDA margin stood at 12%, while PAT declined 8% to ₹38.4 crore due to higher finance costs and tax rate normalization. The company highlighted production stability for flagship cotton hybrids Sankit and Jumbo, and a landmark ₹15 crore contribution from the Uzbekistan JV. Management guided for 15-20% revenue growth in FY27 with stable margins, despite potential El Niño risks. Key risks include inventory buildup (₹113 crore) and gross margin normalization from 63% to 56%.
Colored figures show movement against the previous available record.
Guidance to track
- Management expects top line to grow 15-20% in FY27, driven by continued momentum in cotton, paddy, and maize.
- Management guided for EBITDA and PAT margins to maintain a slightly upward trend, with PAT margin expected to improve by 1-1.5% over FY26 levels.
- No major capex planned for processing or storage; company prefers renting to avoid underutilization.
Risks flagged
- Analyst raised concern; management acknowledged potential delays in sowing but believes diversified portfolio and geography mitigate risk.
- Inventory increased to ₹113 crore due to higher cotton production; management expects liquidation over 2 years but carries carrying cost risk.
- Gross margin fell from 63% to 56% due to product mix; management expects it to stabilize around 53-54%, limiting profit growth.
- First-year revenue of ₹15 crore is small; management declined to give targets, citing need for more field data.
Key quotes
- We have a very well balanced product portfolio and a very well balanced pan of the selling areas.
- It is always better to undercommit and overperform. So we are being conservative because we are just getting settled there.
- Our competition is not with the industry now; our competition is in house. We have to eat our own products.
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