Q2 2026 Rossari Biotech Ltd Earnings Call Transcript
Key Points
- Rossari Biotech Ltd (BOM:543213) reported an 18% year-on-year revenue growth for Q2 FY26, driven by healthy volume expansion across its business segments.
- The company's international business showed robust growth, with exports rising 36% year-on-year in Q2 and 27% in H1, highlighting the expanding scale of its international franchise.
- Successful commissioning of an additional 20,000 metric tons per annum capacity at their facility and 15,000 metric tons per annum of oxylation capacity at Unitor marks a significant milestone in strengthening their manufacturing base.
- Rossari Biotech Ltd (BOM:543213) has developed new products guided by green chemistry principles, enhancing their technology pipeline and ability to address emerging global trends.
- The company maintains a strong balance sheet with healthy liquidity, conservative leverage, and sufficient headroom to support ongoing growth initiatives.
- The pricing environment remained subdued, impacting realizations and putting pressure on profitability despite volume growth.
- Institutional and B2C business segments showed soft growth, with only a 1% year-on-year increase, indicating challenges in these areas.
- EBITDA margin decreased to 12.3% from 13.2% in the previous year, reflecting the impact of subdued pricing and continued investments.
- Working capital was stretched, with net working capital days increasing to 102 days from 95 days in March, due to tight business conditions and long payment cycles.
- The company faces uncertainties in global markets, including tariff issues and pricing pressures, which could impact future growth and profitability.
Ladies and gentlemen, good day and welcome to Rossari Biotech Limited Earnings Conference Call. [Operator Instructions].
I now have the conference over to Mr. Mitesh Jain.
Thank you and our teams Jane.
Thank you. Good afternoon, everyone, and thank you for joining us on Rosari Biotech Limited Q2 FY26 Earnings Conference Call. We have with us Mr. Edward Menezes, the motor and executive Chairman, Mr. Sunil Chari, Promoter and Managing Director, and Mr. Ketan Sablok, Group Chief Financial Officer of the company.
We will begin the call with opening remarks from the management, following which we will have the forum open for a question-and-answer session.
[Operator Instructions].
I would now like to invite Mr. Edward Menezes to make his opening remarks. Over to you, sir.
Thank you, Mitesh.
And good afternoon, everyone, and thank you for joining us on our earnings conference
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