Risk Intelligence
Geopolitical uncertainty in Middle East
View Risks →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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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.
Geopolitical uncertainty in Middle East
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Read Transcript →New capacity commissioned in Q4 FY26; utilization near 90-100%.
Exports grew 11% in FY26, driven by Latin America, Europe, SE Asia, Africa.
Excluding institutional/B2C, core B2B delivered 14% EBITDA margin for FY26.
Revenue from top 10 customers is 12-13%; no single customer >2%.
Management expects minimum 15% revenue growth in FY27, similar to FY26, with potential upside if global conditions improve.
Ongoing conflict in the Middle East could disrupt supply chains, logistics, and demand, impacting near-term performance.
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