Meghmani Organics Limited · NSE:MOL
Meghmani Organics — Q4 FY26 Earnings Presentation
42 slides from Meghmani Organics's earnings presentation, May 14, 2026
Slide 1: Stock exchange cover letter for Q4 FY26 investor presentation
Ref: MOL/2026-27/19 May 14, 2026 To, To, National Stock Exchange of India BSE Limited Limited Floor- 25, P J Tower, “Exchange Plaza”, Bandra-Kurla Complex, Dalal Street, Bandra (East) Mumbai 400 001 Mumbai 400 051 Scrip Code:- 543331 SYMBOL:- MOL Sub: - Investor Presentation on Financial Results for
Slide 2: Meghmani Organics Limited Q4 FY26 Investor Presentation
Meghmani Organics Limited Q4 FY26 Investor Presentation
Slide 3: Content
CONTENT 03. MOL at a Glance 08. Crop Protection 09. Pigments 14. Titanium Dioxide (TiO2) 17. Crop Nutrition 22. Financial Highlights 29. Historical Financial Performance 31. Leadership and Management 34. Investment Rationale 38. Scheme of Amalgamation 39. Being a responsible social steward 2
Slide 4: MOL at a Glance
MOL at a Glance Crop Crop Pigments Protection Nutrition
Slide 5: An Integrated diversified Chemical Company with Global Footprint
An Integrated diversified Chemical Company with Global Footprint 39 Years 9 75+ 3500+ of chemical industry Integrated manufacturing Countries Distributors and dealers experience facilities across India 1 38.9% GLP Lab Contribution of Renewable * Accreditation for Crop Energy (%) Protection segment f
Slide 6: Our Business Verticals
Our Business Verticals Meghmani Organics Limited (100%) (100%) STANDALONE MCNL1 KCL2 Crop Protection Pigments Crop Nutrition Titanium Dioxide (TiO2) Location Ankleshwar, Panoli & Dahej Vatva, Panoli, Dahej SEZ Sanand Dahej Manufacturing Facilities 4 3 1 1 Intermediates, technical and Alpha Blue, Bet
Slide 7: Fostering sustainable solutions globally
Fostering sustainable solutions globally Ahmedabad Corporate Office Sanand Vatva Dahej ▪ Pigment Plant Ankleshwar Panoli ▪ Crop Nutrition Plant ▪ R&D Center ▪ Agro IV Plant ▪ Pigment Plant ▪ Agro II Plant ▪ Agro III Plant ▪ Agro V Plant (MPP) ▪ Pigment Plant ▪ Titanium Dioxide (TiO2 ) Plant Corporat
Slide 8: An enduring journey of nearly four decades
An enduring journey of nearly four decades Incorporated as a Diversification by Commissioned Pigment Manufacturer setting up 17,400 10,800 MTPA 2,4-D in GIDC Vatva, MTPA Greenfield plant in Dahej Ahmedabad with 3,180 First Crop Protection Pigment Plant for CPC Acquired 7,800 MTPA Commissioned new MT
Slide 9: Crop Protection
Crop Protection Insecticides Herbicides Intermediates
Slide 10: Crop Protection: Segment Overview
Crop Protection: Segment Overview 55,980 MTPA ₹ 1,631 Crore Total Crop Protection Capacity Revenue from operations in FY26 87% 78% Share in total Exports revenue mix Ankleshwar Plant Dahej Plant Panoli Plant Dahej Plant - MPP CERTIFIED FOR ISO 9001, ISO 14001, ISO 50001, ISO 45001, & RESPONSIBLE CAR
Slide 11: Crop Protection: MOL's Positioning in the Industry Landscape
Crop Protection: MOL's Positioning in the Industry Landscape Integrated Crop Protection manufacturer State-of-the-art R&D Facility Well-recognized Formulation brands with products across entire value chain Megacyper, Megaban, Synergy, Courage, Megaclaim, Megastar Power, Megakill, Megastar Pesticide
Slide 12: Crop Protection: Multi Purpose Product (MPP) plant
Crop Protection: Multi Purpose Product (MPP) plant 5,000 MTPA Dahej Installed Capacity Plant Location • Will manufacture high value new-age insecticides. • Recently introduced Products: • Flubendamide • Cyfluthrin • Beta Cyfluthrin • Spiromesifen • Pymetrozine • Lambdacyhalothrin • Ethiprole Rationa
Slide 13: Pigments
Pigments Phthalocyanine Pigments
Slide 14: Pigments: Segment Overview
Pigments: Segment Overview 33,180 MTPA ₹ 461 Crore Total Pigment Capacity * Revenue from operations in FY26 78% 22% Share in total Exports revenue mix Vatva Plant Panoli Plant Dahej Plant (SEZ) CERTIFIED FOR ISO 9001, ISO 14001, & ISO 45001 * Excluding TiO2 “ Revenue from Operations (₹ Crore) & Expo
Slide 15: Titanium Dioxide (TiO2)
Titanium Dioxide (TiO2) Kilburn Chemicals Limited
Slide 16: Kilburn Chemicals Limited (KCL) – TiO2
Kilburn Chemicals Limited (KCL) – TiO2 Foray into Titanium Dioxide (TiO2) / White Pigments by acquiring Kilburn Chemicals Limited (KCL) from NCLT. This strategic acquisition marked MOL’s entry into the TiO₂ segment aligned with its long-term vision of expanding its pigment business. RATIONALE INFRAS
Slide 17: TiO2: Industry Overview
TiO2 : Industry Overview Global TiO2 Manufacturers Indian TiO2 Manufacturers End User Industry Application 40% 49% Market Share (%) 25% 17% 18% 60% 16% 13% 12% 13% 15% 6% 7% Domestic Capacity (%) Chemours Tronox, USA Lomon Venator Kronos, USA Others Kerala Minerals & Travancore V.V.Titanium Kilburn
Slide 18: Crop Nutrition
Crop Nutrition Nano Biostimulant Micronutrient Fertilizer
Slide 19: Crop Nutrition: Foray into Nano Urea (Liquid) Fertilizer Manufacturing
Crop Nutrition: Foray into Nano Urea (Liquid) Fertilizer Manufacturing About Nano Urea Nutrient (liquid) to provide nitrogen to plants as an alternative to the conventional urea Developed to replace conventional urea and it can curtail the requirement of the same by at least 50% Contains 40,000 mg/l
Slide 20: Crop Nutrition: Nano Urea a way to Sustainable Agriculture
Crop Nutrition: Nano Urea a way to Sustainable Agriculture Lower Carbon Footprint Reduced Environmental Impact Nano Urea production process typically involves fewer Nano Urea helps in enhancing soil health, improving resources and energy compared to conventional urea aquatic life and groundwater qua
Slide 21: Crop Nutrition: Growing Product Portfolio
Crop Nutrition: Growing Product Portfolio Nano Fertilizer Bio Fertilizer Organic Fertilizer Micro Nutrient Biostimulant Strengthening our product portfolio with addition of new Nano Fertilizer products – Nano DAP, Nano NPK and Nano Zinc 20
Slide 22: Crop Nutrition: On Field Activities
Crop Nutrition: On Field Activities FARMERS MEET FIELD DAY DEMONSTRATION RESULTS Before use of Nano Urea After use of Nano Urea 21
Slide 23: Financial Highlights
Financial Highlights f Bo. ee [
Slide 24: Q4 FY26 Key Highlights (Standalone)
Q4 FY26 Key Highlights (Standalone) Business Operations • Crop Protection Production in Q4 FY26 stood at 10,294 MT, up by 6% YoY. Capacity utilisation for the segment stood at 74%. • Pigments Production in Q4 FY26 stood at 2,495 MT, down by 35% YoY. Capacity utilisation for the segment stood at 30%.
Slide 25: Q4 & FY26 Results: Crop Protection
Q4 & FY26 Results: Crop Protection Production (MT) & Utilisation (%) Revenue & Exports (%) EBITDA & EBITDA Margin (%) 9,674 10,294 9,283 382.1 61.4 58.3 369.7 348.6 31.3 70% 66% 74% 91% 94% 85% 16.6% 15.3% 9.0% Q4 FY25 Q3 FY26 Q4 FY26 Q4 FY25 Q3 FY26 Q4 FY26 Q4 FY25 Q3 FY26 Q4 FY26 1,631.2 41,892 40
Slide 26: Q4 & FY26 Results: Pigments
Q4 & FY26 Results: Pigments Production (MT) & Utilisation (%) Revenue & Exports (%) EBITDA & EBITDA Margin (%) 8.2 3,840 132.4 3,144 108.0 102.8 3.2 2,495 0.7 46% 38% 30% 82% 81% 66% 6.2% 0.7% 3.0% Q4 FY25 Q3 FY26 Q4 FY26 Q4 FY25 Q3 FY26 Q4 FY26 Q4 FY25 Q3 FY26 Q4 FY26 15,237 553.3 26.9 13,191 460.6
Slide 27: P&L Statement (Standalone)
P&L Statement (Standalone) Particulars Q4 FY26 Q4 FY25 YoY% FY26 FY25 YoY% Revenue from Operations 456.6 502.1 (9%) 2,091.8 2,003.9 4% COGS 289.2 296.4 (2%) 1,276.9 1,238.6 3% Gross Profit 167.4 205.7 (19%) 815.0 765.3 6% Gross Margins % 36.7% 41.0% 39.0% 38.2% Employee Expenses 26.0 24.4 6% 110.3 9
Slide 28: Balance Sheet (Standalone)
Balance Sheet (Standalone) Particulars Mar-26 Mar-25 Particulars Mar-26 Mar-25 Equity & Liabilities Assets Share Capital 25 25 Property, Plant & Equipment 901 952 Reserves & Surplus 1,733 1,607 Capital WIP 69 67 Shareholder's Funds 1,758 1,632 Intangible Assets 19 17 Financial Assets 30 21 Long-term
Slide 29: P&L Statement (Consolidated)
P&L Statement (Consolidated) Particulars Q4 FY26 Q4 FY25 YoY% FY26 FY25 YoY% Revenue from Operations 474.3 553.5 (14%) 2,174.0 2,079.7 5% COGS 301.4 311.7 (3%) 1,326.1 1,263.9 5% Gross Profit 172.9 241.7 (28%) 847.8 815.9 4% Gross Margins % 36.4% 43.7% 39.0% 39.2% Employee Expenses 32.0 29.7 8% 135.
Slide 30: Historical Financial Performance
Historical Financial Performance
Slide 31: Standalone Annualized Financial Performance
Standalone Annualized Financial Performance Revenue & Gross Margin EBITDA & EBITDA Margin PAT & PAT Margin 41.7% 40.7% 34.9% 38.2% 39.0% 15.2% 14.2% 0.6% 9.0% 10.9% 12.3% 9.8% (3.7%) 3.3% 6.0% 379 308 364 2,494 2,557 250 2,004 2,092 1,540 229 180 125 66 10 10 FY22 FY23 FY24 FY25 FY26 FY22 FY23 FY24
Slide 32: Leadership and Management
Leadership and . aNetiat -Management
Slide 33: Leadership and Management: Board of Directors
Leadership and Management: Board of Directors Mr. Ankit Patel Mr. Karana Patel Mr. Darshan Patel Chairman & Managing Director Executive Director Executive Director Mr. Ankit Patel, a dynamic and seasoned leader, brings an Mr. Karana Patel, a visionary leader with over a decade and a Mr. Darshan Pate
Slide 34: Leadership and Management: Board of Directors
Leadership and Management: Board of Directors Mr. Maulik Patel Mr. Kaushal Soparkar Mr. Manubhai K. Patel Prof. (Dr.) Ganapati Yadav Non-Executive Director Non-Executive Director Independent Director Independent Director More than 16 years of experience in the chemical More than 15 years of experien
Slide 35: Investment Rationale
Investment Rationale
Slide 36: Why Meghmani Organics
Why Meghmani Organics Understands Chemicals since 1986, Diverse pool of Product Basket across Geographies resulting in diversified Revenue profile • Established Market Position along with management expertise across Pigments, Crop Protection and Basic Chemicals • Product reach and distribution are w
Slide 37: Group's Core Values and Vision
Group’s Core Values Integrity Environment, Credibility Law abiding Being Human The Company will maintain Health and Safety The Company will make The Company respects The Company abides by the principle of humanity complete honesty and The Company is committed to efforts towards building a and ensure
Slide 38: Shareholder Information
Shareholder Information SHAREHOLDING PATTERN - March 2026 (IN %) NSE Ticker MOL BSE Ticker MOL | 543331 Share Price (₹)^ 36.74 PROMOTER 48.95% Market Cap (₹ Crore)^ 934 FIIs 1.33% % Free Float^ 51.05% DIIs 0.70% Free float market cap (₹ Crore)^ 477 Public 49.01% Shares outstanding^ 25.4 Crores 3M AD
Slide 39: Scheme of Amalgamation – Key Rationale & Current Status
Scheme of Amalgamation – Key Rationale & Current Status Under the Scheme of Amalgamation, Kilburn Chemicals Limited (“Transferor Company 1”; “KCL”) and Meghmani Crop Nutrition Limited (‘Transferor Company 2”; “MCNL”) will be amalgamated with Meghmani Organics Limited (“Transferee Company”; “MOL”) Ke
Slide 40: Being a responsible social steward
Being a responsible social steward Blood Donation Camp Education assistance to Dahej school for Health Checkup & First Aid training Camp at setting up Computer Lab Sanjali Primary School, Bharuch Education Assistance – Mobile Education Industry Institutional Partnership- ITI Celebrating World Enviro
Slide 41: Safe Harbor
Safe Harbor This presentation has been prepared by Meghmani Organics Limited solely to provide information about the Company. No representation or warranty, express or implied is made as to, and no reliance should be placed on, the fairness, accuracy, completeness or correctness of such information
Slide 42: Meghmani Organics Ltd contact and investor relations
MEGHMANI ORGANICS LTD (CIN: L24299GJ2019PLC110321) REGISTERED & CORPORATE OFFICE: ‘Meghmani House’, Behind Safal Profitaire, Prahlad Nagar, Ahmedabad, Gujarat, 380015 Tel: +91 79 71761000 www.meghmani.com INVESTOR RELATIONS G.S.Chahal | CHIEF FINANCIAL OFFICER Nishant Vyas | INVESTOR RELATIONS E: ir