India Pesticides Limited (IPL) Earnings Call Transcripts

India Pesticides Limited's Latest Earnings Call - Q4 FY2026

In Q4 FY '26, India Pesticides Limited (IPL:IN) reported a strong performance with total revenue reaching INR 271 crores, a 28.5% increase year-over-year, and net profit of INR 31 crores, reflecting a 40.6% growth. For the fiscal year, consolidated revenue grew by 27.9% to INR 1,078 crores, while EBITDA surged by 44.7% to INR 194 crores, driven by improved capacity utilization and strong domestic demand for herbicides. Management maintained its guidance for FY '27, targeting INR 3,000 crores in revenue, signaling confidence in sustained growth despite geopolitical challenges affecting exports.

Reported metrics

Guidance from management

Management maintained its revenue guidance of INR 3,000 crores for FY '27, emphasizing confidence in growth driven by strategic investments and operational efficiencies.

What management said

Actually, China is also increased travel because of the overall geopolitical situation across the bar. The fines are slightly changing on a daily basis. But we also have discussed with our customers, and we have tried to pass on the cost differential to our customer, and we have been successful in convincing them for some of the products. And we feel that we should be able to maintain these prices in the coming month...

Entire portfolio, it will be difficult to tell because some of the products, they have increased slightly more and some of the quarters, the increase is not that significant. because that depends upon the raw materials, which is getting involved in these technical products, and basically, what we feel that the sulfur based products have slightly increased more. So there, we have to discuss more with our customers, es...

What analysts pressed on

Analysts expressed concerns about the impact of geopolitical tensions on export revenues and the company's ability to sustain margins amid rising raw material costs. There were also questions regarding the adequacy of dividend payouts given the strong profitability.

Main topics on the call

• Revenue Milestone Achievement — IPL crossed the INR 1,000 crore revenue mark for the first time, achieving consolidated revenue of INR 1,078 crores for FY '26, up 27.9% YoY. Management stated, "This reflects the company's strong execution capabilities ...
• Strong Domestic Sales Growth — Domestic sales in Q4 FY '26 increased significantly to INR 183 crores from INR 118 crores in the same quarter last year, driven by robust demand for herbicides and intermediates. Management noted, "Overall, the company a...
• Export Challenges — Export revenue was INR 84 crores in Q4 FY '26, down from INR 89 crores YoY, attributed to geopolitical factors impacting pricing and logistics. Management acknowledged, "Export revenue was slightly less... due to politic...
• Capacity Expansion Plans — IPL is progressing with its capacity enhancement initiatives, particularly at the Hamirpur facility, which is expected to support future growth. Management emphasized, "The facility provides a significant pathway for fut...

Read the full India Pesticides Limited transcript (Q4 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 14 India Pesticides Limited earnings call transcripts on record, spanning November 14, 2022 to May 25, 2026. Based on this history, India Pesticides Limited reports quarterly. The most recent call on file is dated May 25, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

IPL

Exchange

NSEI

Country

IN

Sector

Materials

Industry

Chemicals

Calls on record

14

First call

November 14, 2022

Most recent

May 25, 2026

Reporting cadence

quarterly