Meghmani Organics Ltd (BOM:543331)

Q2 2026 Meghmani Organics Ltd Earnings Call Transcript

Nov 12, 2025 / 09:30 AM GMT

Release Date Price: ₹72.92 (-1.65%)

Transcript

Key Points

Positve

Meghmani Organics Ltd (BOM:543331) achieved certification for three globally recognized management system standards, reinforcing their commitment to ethical governance and responsible business practices.
The company has embarked on a sustainable reporting journey and plans to publish its maiden sustainability report, highlighting its commitment to ESG principles.
Revenue and EBITDA for Q2 FY26 increased by 5% and 71% year-on-year, respectively, driven by an improved product mix and stabilized raw material prices.
The crop protection segment saw an 11% increase in revenue and a 73% increase in EBITDA year-on-year, with a strong EBITDA margin of 17%.
The company is optimistic about the crop nutrition segment, expecting significant growth in the next two years due to new product introductions and successful field trials.

Negative

US tariffs have created pressure on export volumes, impacting both the crop protection and pigment segments.
The titanium dioxide segment is under pressure due to high raw material costs and low price realization, despite the anti-dumping duty.
Trade receivables have increased significantly, with the receivable period extending from 97 to 126 days, indicating potential cash flow challenges.
The pigment segment reported low capacity utilization at 45% and a modest EBITDA margin of 3.5%, reflecting operational inefficiencies.
The company faces challenges in the titanium dioxide segment due to Chinese dumping and extended monsoon seasons affecting consumption patterns.

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

MEGI.NS - Meghmani Organics Ltd
Q2 2026 Meghmani Organics Ltd Earnings Call
Nov 12, 2025 / 09:30AM 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 Make Money organics Limited Q2F 526 earnings conference call hosted by Arian Capital Markets Limited.

As a reminder, all participant lines will be in listen-only 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 your touchstone phone.

Please note that this call is being recorded.

I now have the conference over to Mr. Ayush Chaturvedi.

Thank you and over to you, sir.

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Unidentified_2 [2]
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