Q2 2026 HMA Agro Industries Ltd Earnings Call Transcript

Nov 17, 2025 / 09:30 AM GMT

Transcript

Key Points

Positve

HMA Agro Industries Ltd (BOM:543929) reported its highest-ever quarterly revenue of ₹21,491.68 million, nearly doubling from the previous quarter.
The company achieved a record total income of ₹21,849.52 million for the quarter.
The EBITDA for the quarter was ₹725.22 million, significantly higher than the previous quarter's ₹179.06 million.
The company reported a strong half-year performance with revenue up by 57% compared to the previous year.
HMA Agro Industries Ltd is exploring market expansion into new regions such as Europe and East Asia, indicating potential future growth.

Negative

The company faces challenges in entering the Indian retail market due to consumer preferences for fresh over frozen products.
There is a concentration risk as the company heavily relies on frozen buffalo meat, though efforts are being made to diversify.
The sustainability of exceptional margins is uncertain and highly dependent on global demand and supply dynamics.
The company requires significant capital expenditure for expansion, particularly in the chicken and pet food divisions.
Geopolitical and currency volatility pose risks to the company's operations and market expansion plans.

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

HMAA.NS - HMA Agro Industries Ltd
Q2 2026 HMA Agro Industries Ltd Earnings Call
Nov 17, 2025 / 09:30AM GMT

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Presentation
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Unidentified_1 [1]
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Good afternoon ladies and gentlemen.

I'm Pelser, moderator for the conference call.

Welcome to HMA Agro Industries Limited, Q2H1F526 results conference call.

As a reminder, all participants 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 and then 0 on your touchstone telephone.

Please note this conference is recorded. I would now like to hand over the floor to Mr. Nichol Sundrani.

Thank you and over to you, sir.

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