Q3 2025 Meghmani Organics Ltd Earnings Call Transcript
Key Points
- Meghmani Organics Ltd (BOM:543331) reported a robust 62% year-over-year growth in revenue for Q3 FY25, reaching INR 5558 crores.
- The company's EBITDA improved significantly to INR 60.4 crores from a negative EBITDA of INR 0.4 crores in the same quarter of the previous year.
- The crop protection segment saw a 72% year-over-year increase in revenue, with production up by 12% and capacity utilization at 78%.
- The pigment segment reported a 40% year-over-year increase in revenue, with production up by 21% and capacity utilization at 48%.
- The company is optimistic about the future, expecting demand recovery in the agrochemical segment and potential growth in the titanium dioxide segment post-anti-dumping duty implementation.
- The titanium dioxide segment is facing significant pricing pressure due to aggressive dumping by China, resulting in losses.
- Capacity utilization in the titanium dioxide segment is low at 35%, impacting profitability.
- The company's pigment segment margins remain under pressure despite revenue growth.
- The nano urea segment is operating at less than 10% capacity utilization, indicating underperformance.
- There is uncertainty regarding the timing and impact of the anticipated anti-dumping duty on titanium dioxide imports from China.
Ladies and gentlemen, good day and welcome to Meghmani Organics Limited earnings conference call hosted by Arihant Capital Markets Limited.
(Operator Instructions)
I now have the conference over to Mr. Aman Jain from Arihant Capital Markets Limited.
Thank you and over to you.
Thank you. Good morning, everyone, and welcome to the Q3 and Nine-month F 525 earnings conference call of Make Money organics Limited. On behalf of Arihant Capital, I would like to thank the management for giving me the opportunity to host the call.
Today from the management we have Mr. Ankit Patel, Chairman and managing director of the company. We have Mr. Gurjan Singh Chahel, Chief Financial Officer, and we also have Mr. Nishan Priya, investor ind conditions. So without further ado, I would now like to hand over the call to the management for the opening remarks, Thank you.
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