India Pesticides Ltd (NSE:IPL)

Q2 2025 India Pesticides Ltd Earnings Call Transcript

Nov 8, 2024 / 07:00 AM GMT

Release Date Price: ₹199.58 (-3.13%)

Transcript

Key Points

Positve

India Pesticides Ltd (BOM:543311) achieved a revenue growth of 13.6% year-over-year, driven by increased volumes and favorable agricultural conditions.
The company reported a significant EBITDA growth of 25.2%, improving EBITDA margins to 16.6%, showcasing effective cost management and operational efficiencies.
Successful commissioning of intermediate plants for backward integration has reduced reliance on imports, aligning with the 'Make in India' vision.
Expansion initiatives are on track, with a planned CapEx of INR 110 crore for FY25 to boost infrastructure and production capabilities.
The company is expanding its customer base, now present in over 25 countries, and continues to focus on R&D to maintain a competitive edge.

Negative

The technical segment experienced flat revenue growth, with a slight decline in sales compared to the previous year.
Pricing pressures from China continue to impact the market, with average price declines of 19-20% across products.
The demand in export markets has declined, contributing to a subdued pricing environment and reduced gross profit margins.
Inventory levels are higher than usual, with current inventory days at 150, compared to pre-COVID levels of below 80 days.
The company faces challenges in maintaining margins due to ongoing pricing pressures and the need to pass on cost reductions to customers.

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

IDIP.NS - India Pesticides Ltd
Q2 2025 India Pesticides Ltd Earnings Call
Nov 08, 2024 / 07:00AM 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 India pesticides Q2 F 525 earnings conference call hosted by dollar Capital. As a reminder, all participants will be in the listen-only mode and there will be an opportunity for you to ask questions after the presentation concludes.

Should you need any assistance during the call? Please signal an operator by pressing star then zero on your touchtone phone. Please note that this conference is being recorded.

I now hand the conference over to Mr Krishna Parik from dollar Capital. Thank you and over to you, sir.

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Unidentified_2 [2]
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