Meghmani Organics Ltd (NSE:MOL)

Q4 2025 Meghmani Organics Ltd Earnings Call Transcript

May 12, 2025 / 07:30 AM GMT

Release Date Price: ₹74.84 (+5.63%)

Transcript

Key Points

Positve

Meghmani Organics Ltd (BOM:543331) reported a 26% year-over-year increase in revenue for Q4 FY25, reaching approximately 500 crore.
The company achieved a significant turnaround in profitability, with a profit after tax of 34 crore compared to a loss in the same quarter of the previous year.
The crop protection segment saw a 40% year-over-year increase in production, with capacity utilization at 76%.
The company is focusing on renewable energy, with plans to reach over 50% utilization through a wind-solar hybrid power project.
Anti-dumping duties on titanium dioxide imports from China are expected to provide relief and improve profitability in the coming quarters.

Negative

The titanium dioxide segment continues to face intense pricing pressure due to aggressive dumping by China.
Despite improvements, the pigment segment's capacity utilization remains low at 46%.
The company's margins are under pressure, with expectations of moderation in margins for the crop protection segment.
The nano urea business is still in the early stages, with low capacity utilization and gradual market acceptance.
The company faces challenges from increased competition and oversupply in the pigment market, impacting pricing and profitability.

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

MEGI.NS - Meghmani Organics Ltd
Q4 2025 Meghmani Organics Ltd Earnings Call
May 12, 2025 / 07:30AM 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 the Make Money Organics Limited Q4 FY25 conference call hosted by Arian Capital Markets Limited. 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 touchstone phone.

Please note that this conference is being recorded.

I now hand the conference over to Mr. Ash Rajan from Arian Capital Markets Limited.

Thank you and over to you, sir.

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Unidentified_2 [2

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