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Raw material supply disruption from Middle East conflict
View Risks →GSP Crop Science Ltd — Q3 FY26
GSP Crop Science reported strong 9M FY26 results with revenue of ₹1,114 crore and EBITDA of ₹153 crore, up 32% YoY.
bullish
medium
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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.
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Patented product revenue share
20%
+17pp YoY
Patented products now contribute 20% of revenue vs 3% three years ago.
Patents granted
102
+108 in pipeline
102 patents received, 108 in pipeline; 12 commercialized so far.
Technical plant utilization
70-75%
flat
Technical plants at Mandai and Ahmedabad run at 70-75% utilization; peak 90%.
Co-marketing partners
Multiple
flat
Partners include Rallis, Sumitomo, Mankind Agritech, Chambal Fertilizers.
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Guidance and risk preview
Management expects to sustain or exceed historical growth rate by 5-7% annually, targeting 20-25% CAGR.
Prolonged conflict could disrupt imports beyond current 45-day inventory cover, impacting production.
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