Dhanuka Agritech Ltd

The investor presentation for Dhanuka Agritech Limited's Q2 FY2026-27 results highlights a 9.91% year-over-year revenue growth to Rs. 657.51 crores, with EBITDA rising to Rs. 152.97 crores (11.88% YoY growth) and PAT reaching Rs. 109.22 crores (16.23% YoY growth). The company reported a diversified revenue mix across regions and segments, with North and Insecticides contributing the largest shares. Management noted challenges from weak monsoon rains and high raw material costs, which impacted industry-wide volumes and margins. However, the company's Dahej plant is expected to reach 70.75% capacity utilization by year-end and will begin manufacturing Bayer AG-acquired products. The presentation included forward-looking guidance of lower single-digit revenue growth and an approximate 125 basis point decline in EBITDA for FY2026-27. Strategic initiatives include expanding the product pipeline, enhancing R&D, and global partnerships, including the acquisition of Bayer AG's fungicide brands to support global expansion.

The presentation acknowledges industry challenges while highlighting operational resilience and strategic growth initiatives.