Rossari Biotech Ltd (NSE:ROSSARI)
₹ 513.95 -12 (-2.28%) Market Cap: 28.40 Bil Enterprise Value: 31.63 Bil PE Ratio: 18.86 PB Ratio: 2.13 GF Score: 84/100

Q1 2026 Rossari Biotech Ltd Earnings Call Transcript

Jul 21, 2025 / 10:30AM GMT
Release Date Price: ₹705.45 (-5.09%)

Key Points

Positve
  • Rossari Biotech Ltd (BOM:543213) reported a steady revenue growth of 11% year-over-year, driven by strong performance in the HPPC and EHN segments.
  • The company is making significant progress in its capacity expansion projects, which are expected to enhance manufacturing capabilities and improve supply chain agility.
  • Rossari Biotech Ltd continues to focus on R&D, which is a cornerstone of its growth strategy, enabling the company to offer innovative and sustainable solutions.
  • The company is setting up an overseas formulation facility in Southeast Asia, which will serve as a strategic hub to improve delivery schedules and tailor solutions for regional customers.
  • Rossari Biotech Ltd maintains a strong balance sheet with robust liquidity, allowing flexibility to pursue growth initiatives.
Negative
  • The export business faced challenges due to global uncertainties, impacting the agri and textile segments.
  • The institutional and B2C business reported a loss of approximately 7 crores in Q1, affecting the consolidated margins.
  • There was a margin contraction with EBITDA margin decreasing to 12.5% from 13.3% in the same quarter last year.
  • Revenue growth has been tempered by subdued realizations and market dynamics, with some orders being phased over specific months.
  • The company experienced intermittent production stoppages due to capacity expansion activities, impacting overall production and exports.
Operator

Ladies and gentlemen, good day and welcome to Rosario Biotech Limited's earnings 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 the conference call, please signal an operator by pressing 0 on your touchstone phone.

Please note that this conference is being recorded.

I now hand the conference over to Mr. Au Pujari from CDR India.

Thank you and over to you, Mr. Pujari.

Anoop Poojari
CDR India - Investor Relations

Thank you. Good evening, everyone, and thank you for joining us on Rosari biotech Q1 F 526 earnings conference call. We have with us Mr. Edward Menes, promoter and ex existive Chairman, Mr. Sunil Shari, promoter and managing director, and Mr. Caitan Salo, group Chief Financial Officer of the company.

We would like to begin the call with opening remarks from the management following which we'll have the forum open for a question and answer

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