Risk Intelligence
El Niño impact on crop patterns
View Risks →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%).
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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%.
El Niño impact on crop patterns
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Read Transcript →Driven by strong demand for flagship hybrids Sankit and Jumbo; production stability expected over next 2-3 years.
Star performer; now contributes 10.72% to top line, driven by poultry and ethanol demand.
Up from 52% in FY25, reflecting deepening penetration in core crops.
Landmark milestone; JV targets Central Asian market worth $450M, with conservative 10-15% revenue share in 3-5 years.
Management expects top line to grow 15-20% in FY27, driven by continued momentum in cotton, paddy, and maize.
Analyst raised concern; management acknowledged potential delays in sowing but believes diversified portfolio and geography mitigate risk.
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