Madhya Bharat Agro Products Ltd (NSE:MBAPL)

Q2 2026 Madhya Bharat Agro Products Ltd Earnings Call Transcript

Oct 9, 2025 / 10:30 AM GMT

Release Date Price: ₹87.87 (-0.30%)

Transcript

Key Points

Positve

Madhya Bharat Agro Products Ltd (NSE:MBAPL) reported a 62% year-over-year increase in quarterly revenue, driven by exceptional SSP capacity utilization and steady operations in complex fertilizers.
The company achieved its highest-ever quarterly fertilizer production and sales volume, indicating strong demand and efficient plant operations.
The ongoing expansion projects are progressing on schedule, with significant capacity increases expected by October 2026.
Madhya Bharat Agro Products Ltd (NSE:MBAPL) has secured funding for its expansion projects, with INR202 crore sanctioned by major banks.
The company is part of the Green India initiative, having been selected as a preferred buyer of green ammonia, which strengthens its commitment to renewable energy and reduces import dependency.

Negative

Global supply chain disruptions, including China's export restrictions, have impacted the availability of DAP in the country, leading to significant deficits.
There is uncertainty regarding the announcement of the Ravi subsidy, which could affect short-term decision-making and sales.
The company faces challenges with rising raw material prices, such as sulfur and sulfuric acid, which could impact profitability if not managed effectively.
Despite the strong performance, the company is operating at full capacity, and new capacity will only come online by March 2026, limiting immediate growth potential.
The company is examining a potential merger with another group, which could introduce regulatory and operational complexities.

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

MADY.NS - Madhya Bharat Agro Products Ltd
Q2 2026 Madhya Bharat Agro Products Ltd Earnings Call
Oct 09, 2025 / 10:30AM GMT

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Presentation
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Unidentified_1 [1]
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Good afternoon ladies and gentlemen. A very warm welcome to the Q2 and H1 526 earnings call of Madhya Bharat Agro Products Limited.

From the senior management we have with us today Mr. Panka Jowal, promoter and director.

Mr. Sara Gupta, whole time director and Chief Financial Officer.

Mr. Ukraj Kantar, group financial advisor, Mr.

Pallavi Sukal, company secretary.

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 you need assistance during the conference call, please signal an operator by pressing, then 0 on your touchtone phone.

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