Q2 2026 Excel Industries Ltd Earnings Call Transcript

Nov 14, 2025 / 10:30 AM GMT

Release Date Price: ₹995.75 (+0.13%)

Transcript

Key Points

Positve

Excel Industries Ltd (BOM:500650) has signed a binding term sheet with a reputed Indian specialty chemicals company for contract manufacturing, expected to generate significant annual revenue.
The company has successfully commissioned a capacity expansion of one of its key biocide products, indicating growth in its product offerings.
A new R&D center is on track to become operational in Q3 FY26, reflecting the company's commitment to innovation and product development.
Excel Industries Ltd (BOM:500650) maintains a strong leadership position in several key agrochemical intermediates, supported by global scale capacities and strong backward integration.
The company is strategically focusing on reducing dependence on the agrochemical sector by expanding into contract manufacturing and performance solutions.

Negative

The company experienced a revenue decline in Q2 FY26, primarily due to subdued demand in the agrochemical segment impacted by an extended monsoon season.
EBITDA for the quarter decreased by 29% sequentially, indicating pressure on profitability.
Profit after tax dropped significantly from the previous quarter, reflecting financial challenges.
Inventory levels in the agrochemical segment have increased by 15 to 20% from the previous quarter, indicating potential overstocking issues.
Export contributions declined this quarter due to lower demand in certain key markets, affecting overall revenue.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

EXCI.NS - Excel Industries Ltd
Q2 2026 Excel Industries Ltd Earnings Call
Nov 14, 2025 / 10:30AM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, good day and welcome to the Excel Industries Limited, Q2 and H1FY26 earnings conference call hosted by MUFG in time.

As a reminder, all participant lines will be in the listen no need mode, and there will be an opportunity for you to ask questions after the presentation concludes.

Should you need assistance during the conference call, please signal an operator by pressing, then 0 on a touchstone phone.

Please note that this conference is being recorded.

I now hand the conference over to Ms. Pooja Swami from MUFG in time.

Thank you and oe to you, ma'am.

--------------------------------------------------------------------------------
Unidentified_2 [2]

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