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ROSSARIBIOTECH Information Technology 30 Apr 2026

Rossari Biotech Ltd — Q4 FY26

Rossari Biotech delivered a strong Q4 FY26 with revenue of ₹684.9 crore (+18% YoY) and EBITDA of ₹77.3 crore (+11% YoY), marking the highest-ever quarterly revenue and EBITDA.

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Revenue ₹685 Cr +18%
EBITDA ₹77 Cr +11%
PAT ₹46 Cr
EBITDA Margin 11.3% -70bps
Duration 60 min
Read Time 1 min read

✓ Verified against BSE filing

2-Minute Summary

✦ AI-Generated from Full Transcript

Rossari Biotech delivered a strong Q4 FY26 with revenue of ₹684.9 crore (+18% YoY) and EBITDA of ₹77.3 crore (+11% YoY), marking the highest-ever quarterly revenue and EBITDA. Growth was broad-based across all three segments (HPCC +20%, Textiles +10%, AHN +11%), driven by volume and customer engagement. EBITDA margin contracted 70 bps YoY to 11.3% due to raw material cost spikes (25-30% for some inputs) and a less favorable sales mix. Management guided for at least 15% revenue growth in FY27 and EBITDA margins of 12-13%, supported by new ethoxylation capacity, pharma/agro/oil & gas expansion, and cost optimization. Risks include geopolitical uncertainty in the Middle East and potential demand softness from El Niño.

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Risk Intelligence

Geopolitical uncertainty in Middle East

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Quarter Snapshot

Ethoxylation capacity 66,000 MT
+15,000 MT YoY

New capacity commissioned in Q4 FY26; utilization near 90-100%.

Exports growth (FY26) 11%
+11% YoY

Exports grew 11% in FY26, driven by Latin America, Europe, SE Asia, Africa.

Core B2B EBITDA margin 14%
N/A

Excluding institutional/B2C, core B2B delivered 14% EBITDA margin for FY26.

Top 10 customer concentration 12-13%
N/A

Revenue from top 10 customers is 12-13%; no single customer >2%.

Fast read

Guidance and risk preview

Top guidance FY27 revenue growth of at least 15%

Management expects minimum 15% revenue growth in FY27, similar to FY26, with potential upside if global conditions improve.

Top risk Geopolitical uncertainty in Middle East

Ongoing conflict in the Middle East could disrupt supply chains, logistics, and demand, impacting near-term performance.

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