Q4 2025 Dhanuka Agritech Ltd Earnings Call Transcript
Key Points
- Dhanuka Agritech Ltd (BOM:507717) achieved a milestone revenue of over INR 2,000 crores, marking a significant growth milestone.
- The company reported a 20.01% increase in revenue from operations during Q4 FY24-25 compared to the same period last year.
- EBITDA for Q4 FY24-25 increased by 37.03% year-on-year, with an improvement in EBITDA margin from 21.75% to 24.83%.
- Dhanuka Agritech Ltd expanded its international presence by acquiring rights for two key fungicide molecules from Bayer AG, enhancing its global footprint.
- The company has a strong R&D division and international collaborations, which support the introduction of novel chemistries and product development.
- The Hedge facility reported a negative EBITDA of 14 crores in FY25, with expectations of similar performance in FY26.
- Despite revenue growth, the company anticipates a 100 basis point hit to gross margins in FY26 due to rising raw material costs.
- Trade receivables have increased significantly, which could impact cash flow management.
- The B2B sales channel, while growing, typically offers lower margins compared to the B2C segment.
- The company faces challenges in achieving positive EBITDA margins for The Hedge facility until capacity utilization reaches 70-80%.
Ladies and gentlemen, good day, and welcome to the Dhanuka Agritech Q4 and FY25 earnings conference call hosted by Antique Stock Broking Limited. (Operator Instructions) Please note that this conference is being recorded.
I now hand the conference over to Mr. Manish Mahawar. Thank you, and over to you, sir.
Thank you, Saisha. On behalf of Antique Stock Broking warm welcome to all the participants on the 4Q FY25 earnings call of Dhanuka Agritech. Today, we have Mr. M. K. Dhanuka, Chairman; Mr. Rahul Dhanuka, Managing Director; Mr. Harsh Dhanuka, Executive Director; Mr. V. K. Bansal, CFO, on the call.
Without further ado, I would like to hand over the call to Mr. Dhanuka for opening remarks, post which we will open the call for Q&A. Thank you, and over to Mr. Dhanuka.
Thank you Manish-ji. Good afternoon ladies and gentlemen. Myself M. K. Dhanuka, Chairman of Dhanuka Agritech Limited. Welcome
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