Vinati Organics Limited Q4 FY26 earnings call summary

Earnings call of 27 May 2026, summarised by AI from the filing.

Vinati Organics Q4 FY26 standalone PAT up 27% to ₹137 cr; FY27 volume growth guided at ~15%.

Key takeaways

1. Capex ₹200-250 cr capex earmarked for FY27, funded by internal accruals; company debt-free.
2. Antioxidants risk ADD on antioxidants rejected; Chinese imports undercutting aggressively.

Original filing on BSE

Vinati Organics Limited Q1 FY27 results

As filed: Revenue ₹696 cr (+28% year on year), EBITDA ₹170 cr (+7% year on year), PAT ₹109 cr (+5% year on year), EBITDA margin 24.5% (−502 bps).

The Q1 FY27 score, against the company's own trend, is for premium members.

Earlier results and the share price after them

• Q4 FY26: Revenue ₹604 cr (−7% year on year), EBITDA ₹170 cr (−6% year on year), PAT ₹124 cr (+1% year on year), EBITDA margin 28.2% (+27 bps). Score 20 of 100, Below trend. Revenue and EBITDA growth were well below the company's own trend; profit growth was below it. EBITDA margin rose 27 bps year on year. Share price after the results: −4.7% in 30 days (Nifty 500: −3.0%).
• Q3 FY26: Revenue ₹531 cr (+2% year on year), EBITDA ₹157 cr (+10% year on year), PAT ₹101 cr (+7% year on year), EBITDA margin 29.5% (+229 bps). Score 46 of 100, In line with trend. Revenue growth was below the company's own trend; EBITDA and profit growth were in line with it. EBITDA margin rose 229 bps year on year. Revenue fell 3% from last quarter. Share price after the results: −5.2% in 30 days (Nifty 500: −1.1%).
• Q2 FY26: Revenue ₹550 cr (−1% year on year), EBITDA ₹167 cr (+25% year on year), PAT ₹115 cr (+11% year on year), EBITDA margin 30.4% (+613 bps). Score 54 of 100, In line with trend. Revenue growth was below the company's own trend; EBITDA growth was above it; profit growth was in line with it. EBITDA margin rose 613 bps year on year. Share price after the results: −4.3% in 30 days (Nifty 500: +0.7%).
• Q1 FY26: Revenue ₹542 cr (+3% year on year), EBITDA ₹160 cr (+29% year on year), PAT ₹104 cr (+24% year on year), EBITDA margin 29.5% (+590 bps). Score 65 of 100, In line with trend. Revenue growth was below the company's own trend; EBITDA growth was well above it; profit growth was above it. EBITDA margin rose 590 bps year on year. Revenue fell 16% from last quarter. Share price after the results: +4.0% in 29 days (Nifty 500: +2.2%).
• Q4 FY25: Revenue ₹648 cr (+18% year on year), EBITDA ₹181 cr (+21% year on year), PAT ₹123 cr (+18% year on year), EBITDA margin 27.9% (+66 bps). Score 72 of 100, Above trend. Revenue, EBITDA and profit growth were above the company's own trend. EBITDA margin rose 66 bps year on year. Revenue grew on the previous quarter, against its usual seasonal pattern. Share price after the results: +8.8% in 29 days (Nifty 500: +1.8%).
• Q3 FY25: Revenue ₹522 cr (+17% year on year), EBITDA ₹142 cr (+25% year on year), PAT ₹94.0 cr (+22% year on year), EBITDA margin 27.2% (+176 bps). Score 69 of 100, Above trend. Revenue and profit growth were above the company's own trend; EBITDA growth was well above it. EBITDA margin rose 176 bps year on year. Revenue fell 6% from last quarter.
• Q2 FY25: Revenue ₹553 cr (+23% year on year), EBITDA ₹134 cr (+21% year on year), PAT ₹104 cr (+24% year on year), EBITDA margin 24.2% (−55 bps). Score 65 of 100, In line with trend. EBITDA margin fell 55 bps year on year. Not enough history for a trend yet: scored on growth alone.

Past price moves after results do not indicate future moves. Not a recommendation.

Vinati Organics Limited earnings call, investor presentation and press release summaries

• Q4 FY26: Earnings call (27 May 2026)