Q2 2026 Narmada Agrobase Ltd Earnings Call Transcript

Nov 26, 2025 / 10:30 AM GMT

Release Date Price: ₹23.57 (-0.76%)

Transcript

Key Points

Positve

Narmada Agrobase Ltd (NSE:NARMADA) has expanded from a focused cattle feed manufacturer to a multi-product, multi-market agro-based company.
The company operates a strategically located 40,000 tons per annum plant with a modern semi-automatic production line.
Narmada Agrobase Ltd (NSE:NARMADA) maintains a well-balanced portfolio with cattle feed and cotton seed contributing 52% and 48% to revenue, respectively.
The company is expanding its export footprint across Southeast Asia, the Middle East, and Africa, tapping into rising global demand for non-GMO, high-protein livestock feed.
Narmada Agrobase Ltd (NSE:NARMADA) is broadening its value-added product mix, which includes molasses-enriched feed blocks and cotton seed oil, offering high-margin potential.

Negative

The company faces challenges with raw material price volatility, particularly with cotton seed, which is subject to seasonal fluctuations.
There is a need to improve working capital management, as indicated by past negative operating cash flow.
Narmada Agrobase Ltd (NSE:NARMADA) has to manage the impact of raw material inflation on its cost structure.
The company is operating at more than 50% capacity utilization, which may limit its ability to scale production quickly if demand surges.
There is a competitive pressure in the livestock feed market, requiring continuous innovation and differentiation to maintain market share.

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

NARD.NS - Narmada Agrobase Ltd
Q2 2026 Narmada Agrobase Ltd Earnings Call
Nov 26, 2025 / 10:30AM 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 Narmada Agrobase Limited, Q2 NH1F5 26 earnings conference call hosted by Kiran Advisors Private 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. Ganesh from Kiran Advisors Private Limited.

Thank you and over to you, sir.

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Unidentified_2 [2]

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