AGI Greenpac Ltd (NSE:AGI)
₹ 709.25 +4.1 (+0.58%) Market Cap: 45.75 Bil Enterprise Value: 46.42 Bil PE Ratio: 12.66 PB Ratio: 1.90 GF Score: 92/100

Q2 2026 AGI Greenpac Ltd Earnings Call Transcript

Oct 23, 2025 / 10:30AM GMT
Release Date Price: ₹827.35 (-2.53%)

Key Points

Positve
  • AGI Greenpac Ltd (BOM:500187) reported a robust growth in the first half of FY26, with revenue from operations increasing by 10.6% year-on-year.
  • The company's net profit surged by 21.9% year-on-year, attributed to a successful elevation of their product mix.
  • EBITDA margin for Q2 improved significantly to 24.9%, a 250 basis point increase from the previous quarter.
  • The company has strategically reduced its term loan borrowings, strengthening its financial position.
  • AGI Greenpac Ltd is executing a three-pronged growth strategy, including capacity expansion projects and diversification into the aluminum beverage can segment.
Negative
  • Q2 revenue growth was marginal at 0.4% year-on-year, partly due to seasonal shifts and monsoon impacts.
  • There was a temporary increase in current assets holding days, which is expected to normalize in the coming quarters.
  • The company faces potential challenges from import curbs on aluminum cans, which could impact their new aluminum beverage can facility.
  • Operating expenses have increased, particularly in employee and other expenses, impacting overall profitability.
  • The company anticipates a temporary loss of revenue during the debottlenecking process of its facilities.
Operator

Ladies and gentlemen, good day and welcome to AGI Greene's Q2 FY26 earnings conference call hosted by MK Global Financial Services Limited.

As a reminder, all participant clients will be in the less 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 telephone.

I now hand the conference over to Arya Patel, MK Global Financial Services Limited.

Thank you and over to you.

Arya Patel MK Global Financial Services Limited

Thank you, Vikra.

Good afternoon everyone. On behalf of MK Global Financial Services, I welcome you all to the Q2 and H1FY26 postponing conference call for AGI Green Pack. We have with us today Mr. Rajesh Kushla, President and CEO, Mr. Om Prakash Pandey, CFO, and Mr. Sandeep Sikka, Group CFO.

Today's session would be a brief on the results followed by Q&A on.

So, without any further detail, I now hand over the call to Mr. Om

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