Q4 2025 E I D-Parry (India) Ltd Earnings Call Transcript
Key Points
- E I D Parry India Ltd (BOM:500125) reported improved gross recoveries in sugar operations, reaching 10.89% compared to 10.69% in the previous year.
- The company achieved a 2% revenue growth in sugar operations, attributed to an increase in the release quota.
- Ethanol production showed positive results, with increased average realizations due to price increases in Tamil Nadu and Karnataka.
- The consumer products business is expected to grow at a rate exceeding the 12% annual growth of the branded packaged food industry in India.
- The company is running its ethanol production facilities at over 90% capacity utilization, indicating efficient use of assets.
- The global sugar deficit widened, impacting the company's operations due to production cuts in key regions like India, Pakistan, and Thailand.
- E I D Parry India Ltd (BOM:500125) faced challenges with sugar realization as the government-held MSP while FRPs increased annually.
- The company reported a negative EBITDA for the current quarter, indicating financial strain.
- There is concern over potential policy shifts, such as the lifting of curbs on US ethanol imports, which could negatively impact the domestic ethanol market.
- The refinery business experienced a challenging period due to a drastic fall in white premium prices, affecting financial performance.
Ladies and gentlemen, good day and welcome to the EID Pari India Limited Q4 and FI 25 earnings conference call hosted by Dam Capital Advisors Limited.
As a reminder, all participant lines will be in the lesson only mode, and there will be an opportunity for you to ask questions after the presentation concludes.
Should you need assistance during this conference call, please signal an operator by pressing and 0 on your touchtone phone. Please note that this conference is being recorded. I now hand the conference over to Mr. Sanjay Manal from Dam Capital Advisors Limited.
Thank you and over to you, sir.
Hello everyone and one warm welcome on behalf of Dam Capital to the Q4 25 earnings call of EID Perry India Limited. We thank EID Perry's management for giving us this opportunity to host this call. On the call today, we have, with us, Mr. Mutaya Muruppan, whole time director, and other senior management team of EID Perry.
I hand over the call to the management for opening remarks
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