Amir Chand Jagdish Kumar (exports) Limited · NSE:AMIRCHAND
Amir Chand Jagdish Kumar (exports) — Q4 FY26 Earnings Presentation
32 slides from Amir Chand Jagdish Kumar (exports)'s earnings presentation, May 27, 2026
Slide 1: Exchange intimation letter for investor presentation
May 27, 2026 To, BSE Limited, National Stock Exchange of India Ltd., Phiroze Jeejeebhoy Tower, Exchange Plaza, 5th Floor, Plot C/1, G Block, Dalal Street, Bandra - Kurla Complex, Bandra (E), Mumbai - 400 001. Mumbai - 400 051. BSE Scrip Code: 544743 NSE Symbol: AMIRCHAND Dear Sir(s) / Madam(s), Sub:
Slide 2: Investor Presentation | Q4 & FY26
AMIR CHAND JAGDISH KUMAR (EXPORTS) LIMITED INVESTOR PRESENTATION | Q4 & FY26 TASTE THE BEST!
Slide 3: Safe Harbor
Safe Harbor This presentation and the accompanying slides (the “Presentation”), which have been prepared by Amir Chand Jagdish Kumar (Exports) Limited (the “Company’), have been prepared solely for information purposes and do not constitute any offer, recommendation or invitation to purchase or subs
Slide 4: Company Overview
COMPANY OVERVIEW
Slide 5: About the company
About the company Amir Chand Jagdish Kumar (Exports) Ltd. (ACJKEL) has carved its place as one of India’s top three basmati rice producers and exporters, powered by its flagship AEROPLANE brand. With an installed capacity of ~550,800 MTPA and fully integrated operations spanning procurement, process
Slide 6: Our growth story so far
Our growth story so far 2003 2008-09 2013 2017-18 2022 2026 Incorporation • Crossed Rs. 500 Cr in Enhanced installed • Granted Three Star Export House status Started production and Launched the as a Public revenue capacity of Unit I by the Ministry of Commerce and packaging of new FMCG IPO and got L
Slide 7: Business segments at a glance
Business segments at a glance ACJKEL operates a fully integrated, farm-to-consumer value chain across two product segments — anchored by basmati rice and supplemented by a strategically important FMCG diversification leg RICE SEGMENT FMCG SEGMENT Core Revenue Driver Strategic Diversification Process
Slide 8: Comprehensive range of product portfolio
Comprehensive range Of product portfolio MULTI-BRAND PRESENCE IN INDIAN & INTERNATIONAL MARKETS PREMIUM MID PREMIUM VALUE HORECA OTHER SPECIALITY RICE FMCG • Aeroplane La-Taste • Aeroplane Metro • Aeroplane Super Tibar • Jet • Aeroplane Kolam Rice • Aeroplane Phirni (Instant) • Aeroplane Classic • A
Slide 9: Strategically located, state of the art facilities
Strategically located, state of the art facilities Two milling & processing units in Punjab and Haryana, plus a packaging facility in Delhi - strategic locations ensuring access to premium paddy and lower logistics costs. AMRITSAR (PUNJAB) SAFIDON (HARYANA) ALIPUR (DELHI) Processing Unit 1 Processin
Slide 10: Experienced leadership
Experienced leadership PROMOTERS INDEPENDENT DIRECTORS Jagdish Suri Yogendra Kumar Singhal Chairman & Managing Director Independent Director 4+ decades in rice industry. Leads procurement, domestic sales, 40+ years in securities markets, primarily in registrar & transfer operations & finance. agent
Slide 11: Key competitive strengths
Key competitive strengths Leading Producer & Brand Procurement Advantage Integrated Operations Pan-India Distribution 40+ years in basmati; “Aeroplane” is a Extensive sourcing network across North 436 distributors across GT, MT, One of few players with end-to-end trusted anchor brand with strong rec
Slide 12: Distribution and Business Strategy
DISTRIBUTION AND BUSINESS STRATEGY
Slide 13: Integrated distribution engine driving global scale
Integrated distribution engine driving global scale Deep-Rooted & Scalable Network • 436 domestic distributors | 53 global distributors | Presence in 38 countries • Strong foothold across metros, Tier 1 & Tier 2 cities, expanding into Tier 3 & 4 • Long-standing relationships → repeat export orders &
Slide 14: Robust global supply chain
Robust global supply chain RAW MATERIAL SOURCING STRATEGY DISTRIBUTION STRATEGY In-house sourcing supported by entrenched B2C operations enabled by general trade, procurement network modern retail formats, and e-commerce platforms Direct consumer engagement via 325 agent partnerships ensure institut
Slide 15: Key business strategies
Key business strategies Expand Reach, Deepen Distribution o Accelerate penetration in Tier 3 & 4 cities while strengthening Tier 1/2 presence o Scale distributor network to 700+ by FY28 o Multi-channel growth: General Trade | Modern Trade | HORECA Build a Future-Ready FMCG Portfolio o Outcome: Highe
Slide 16: Industry Overview
INDUSTRY OVERVIEW
Slide 17: Rice industry overview
Rice industry overview China and India dominate the Global Rice Production during MY 2023-24 and MY 2024-25 India is the largest exporter of rice to the world (MY* 2024-25) 1,50,000 25,000 India exported basmati rice to 150 countries globally 1,00,000 20,000 with major export destination being Middl
Slide 18: Growth drivers of basmati rice industry
Growth drivers of basmati rice industry India leads Basmati exports, fueled by strong demand from Iran, Saudi Arabia, Iraq, Export Opportunities UAE and others — expanding acreage and farmer participation Increasing Domestic Rising incomes, dietary shifts, and health awareness boost consumption, whi
Slide 19: ESG Initiatives
ESG INITIATIVES
Slide 20: Driving sustainable growth through UNFCCC-certified facility
Driving sustainable growth through UNFCCC-certified facility ACJKEL’s Amritsar Manufacturing Plant (Unit I) is a carbon-efficient, environmentally friendly facility registered under the UNFCCC, serving as a key pillar of the company’s environmental credibility while distinguishing it from similarly
Slide 21: Q4 & FY26 Financial Highlights
Q4 & FY26 FINANCIAL HIGHLIGHTS
Slide 22: Q4 & FY26 Key performance metrics
Q4 & FY26 Key performance metrics Revenue EBITDA & EBITDA Margin PAT & PAT Margin 6.9% 6.4% 2.1% 2.9% +20% +11% +66% Q4 FY26 695 44 20 580 40 12 Q4 FY25 Q4 FY26 Q4 FY25 Q4 FY26 Q4 FY25 Q4 FY26 Revenue EBITDA & EBITDA Margin PAT & PAT Margin 8.2% 9.8% 3.0% 4.5% +14% +38% +70% FY26 2,287 225 103 2,002
Slide 23: FY26 Operational highlights
FY26 Operational highlights Geographical Revenue Mix Working Capital Management (in Days) FY25 v FY26 224 208 209 168 2,287 157 157 2,002 1,539 1,236 75 71 75 766 748 19 20 23 FY25 FY26 FY24 FY25 FY26 India Exports Inventory Days Debtor Days Creditor Days Investor Presentation 22
Slide 24: Consolidated profit & loss statement
Consolidated profit & loss statement Particulars (Rs. Cr) Q4 FY26 Q4 FY25 YoY% Q3 FY26 QoQ% FY26 FY25 YoY% Revenue from Operations 694.7 580.3 19.7% 571.2 21.6% 2,287.1 2,001.6 14.3% COGS 607.5 483.3 465.6 1,938.6 1,696.8 Gross Profit 87.2 97.0 105.6 348.5 304.8 Gross Profit Margin % 12.5% 16.7% 18.
Slide 25: Consolidated balance sheet
Consolidated balance sheet Particulars (Rs. Cr) FY26 FY25 Particulars (Rs. Cr) FY26 FY25 EQUITY & LIABILITIES ASSETS Equity Non ‐ Current Assets (a) Equity share capital 103.6 82.0 Property, plant and equipment 87.9 92.6 (b) Other equity 820.6 297.1 Capital work‐in‐progress 1.7 1.7 Total Equity 924.
Slide 26: Consolidated cash flow statement
Consolidated cash flow statement Particulars (Rs. Cr) FY26 FY25 Cash Flow from Operating Activities Profit before Tax 137.3 80.2 Adjustment for Non-Operating Items 83.3 75.1 Operating Profit before Working Capital Changes 220.6 155.3 Changes in Working Capital -378.5 -53.6 Cash Generated from Operat
Slide 27: Annexures
ANNEXURES
Slide 28: Performance in charts
Performance in charts Revenue EBITDA & EBITDA Margin PAT & PAT Margin 6.1% 7.1% 8.2% 9.8% 1.3% 2.0% 3.0% 4.5% +20% CAGR +41% +81% 103 2,287 CAGR 2,002 225 CAGR 1,550 164 61 1,316 110 30 80 18 FY23 FY24 FY25 FY26 FY23 FY24 FY25 FY26 FY23 FY24 FY25 FY26 ROCE (%) ROE (%) Debt to Equity (x) 17.4% 17.6%
Slide 29: Historical consolidated profit & loss statement
Historical consolidated profit & loss statement Particulars (Rs. Cr) FY26 FY25 FY24 FY23 Revenue from Operations 2,287.1 2,001.6 1,549.5 1,315.8 COGS 1,938.6 1,696.8 1,300.0 1,105.7 Gross Profit 348.5 304.8 249.5 210.1 Gross Profit Margin % 15.2% 15.2% 16.1% 16.0% Employee Expenses 15.1 14.0 12.2 10
Slide 30: Historical consolidated balance sheet
Historical consolidated balance sheet Particulars (Rs. Cr) FY26 FY25 FY24 FY23 Particulars (Rs. Cr) FY26 FY25 FY24 FY23 ASSETS EQUITY & LIABILITIES Non ‐ Current Assets Equity (a) Equity share capital 103.6 82.0 5.4 5.4 Property, plant and equipment 87.9 92.6 97.7 101.8 (b) Other equity 820.6 297.1
Slide 31: Historical consolidated cash flow statement
Historical consolidated cash flow statement Particulars (Rs. Cr) FY26 FY25 FY24 FY23 Cash Flow from Operating Activities Profit before Tax 137.3 80.2 39.3 23.2 Adjustment for Non-Operating Items 83.3 75.1 64.1 50.4 Operating Profit before Working Capital Changes 220.6 155.3 103.4 73.6 Changes in Wor
Slide 32: Thank You
COMPANY : INVESTOR RELATIONS ADVISORS: MUFG Intime India Private Limited A part of MUFG Corporate Markets, a division of MUFG Pension & Market Services Amir Chand Jagdish Kumar (Exports) Limited CIN: L15312DL2003PLC121979 Mr. Sumeet Khaitan sumeet.khaitan@in.mpms.mufg.com Ms. Sadhna Khurana – Compan
Amir Chand Jagdish Kumar (Exports) — Q4 FY26 Earnings Presentation on 6ix