Punjab Chemicals & Crop Protection Ltd (NSE:PUNJABCHEM)

Q1 2026 Punjab Chemicals and Crop Protection Ltd Earnings Call Transcript

Jul 29, 2025 / 08:00 AM GMT

Release Date Price: ₹1547 (+14.36%)

Transcript

Key Points

Positve

Punjab Chemicals & Crop Protection Ltd (BOM:506618) reported a strong revenue growth of 31.9% year-on-year, driven by robust performance in both domestic and export markets.
The company achieved a gross margin of 33.1% and an EBITDA growth of 24.5% year-on-year, supported by volume growth and a diverse product portfolio.
New products introduced over the last two years have been well-received in the market, with expectations of increased value addition in the near term.
The company announced a strategic investment of INR 60 crores to expand its manufacturing capabilities, targeting growth in the Japanese and European markets.
Capacity utilization across all three sites showed a positive trend, with the industrial chemical division operating at full capacity.

Negative

Despite strong revenue growth, the EBITDA margin for the quarter decreased to 10.8% from 11.4% in the same period last year, partly due to increased inventory levels.
The company's receivable levels increased from 77 to 125 days in the last financial year, indicating potential challenges in cash flow management.
Gross margins at 33% were the lowest in the last 15-16 quarters, attributed to product mix changes and strategic inventory decisions.
There is ongoing excess capacity in the market, which continues to pose a challenge for maintaining market share.
The company is exploring third-party manufacturing options due to capacity constraints, which may impact control over production processes.

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

PCHM.NS - Punjab Chemicals and Crop Protection Ltd
Q1 2026 Punjab Chemicals and Crop Protection Ltd Earnings Call
Jul 29, 2025 / 08:00AM 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 the Punjab Chemicals and Crop Protection Limited Q1FY26 post results conference call. 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 this conference call.

Please signal an operator by pressing, then 0 on your touchtone phone. Please note that this conference is being recorded. I now hand the conference over to Mr. Riju.

Thank you and over to you, sir.

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Unidentified_2 [2]
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