Q4 2026 Excel Industries Ltd Earnings Call Transcript

May 25, 2026 / 10:30 AM GMT

Release Date Price: ₹982.3 (-1.69%)

Transcript

Key Points

Positve

Excel Industries Ltd (BOM:500650) reported a 13% year-on-year increase in Q4 FY26 revenues, reaching Rs 281 crores.
The company achieved an 11.8% growth in net operating revenues for FY26, totaling Rs 1,094 crores.
Excel Industries Ltd (BOM:500650) maintained a strong balance sheet with zero long-term debt and a net cash position.
The company successfully operationalized a new corporate R&D center, underscoring its commitment to innovation and product development.
A final dividend of Rs. 13.75 per equity share was declared, reflecting a 275% payout of the face value.

Negative

The first half of FY26 was challenging for the Indian agrochemical sector due to extended monsoons and inventory buildup.
There is uncertainty about future demand for agrochemical intermediates due to potential suboptimal monsoon conditions.
The company faced criticism from shareholders regarding stagnation in growth and lack of value creation over the years.
Concerns were raised about the company's stock price remaining stagnant over the past decade despite significant CapEx.
The company is unable to provide specific timelines or details on ongoing investigations and their potential impact on revenues.

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

EXCI.NS - Excel Industries Ltd
Q4 2026 Excel Industries Ltd Earnings Call
May 25, 2026 / 10:30AM GMT

=====================
Presentation
--------------------------------------------------------------------------------
Unidentified_1 [1]
--------------------------------------------------------------------------------
Ladies and gentlemen, good day and welcome to the Excel Embassy Limited Q4 and FY26 conference call hosted by MUFG. As a reminder, all participant lines will be in the listen-only mode and there will be an opportunity for you to ask questions after the presentation concludes. Should they need assistance during the conference call, please signal an operator by pressing star, then zero on a touch tone phone. Please note that this conference is being recorded. I now hand the conference over to Ms. Pooja Swamy from MUFG.

Thank you, and over to you, ma'am.

Thank you.

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

Already have an account? Log in

Get the full story

Subscribe Now

	Access to All Earning Calls and Stock Analysis
	30-Year Financial on one screen
	All-in-one Stock Screener with unlimited filters
	Customizable Stock Dashboard
	Real Time Insider Trading Transactions
	8,000+ Institutional investors’ 13F holdings
	Powerful Excel Add-in and Google sheets Add-on
	All data downloadable
	Quick customer support
	And much more...

7-Day Free Trial · Cancel Anytime

Subscription fee may be tax deductible.

Excellent

4.6 out of 5

Trustpilot

Research Tools

All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Calculators Discussion Board

Product

Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App Newsletters Signup 中文

Education

Financial Glossary Tutorials FAQ Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation

Company

About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program

Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey

Disclaimers

GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.