Modi Naturals Ltd will host a virtual meeting for analysts and institutional investors on June 19, 2026. The session is scheduled to take place from 11:00 AM to 12:00 Noon IST and is organized by Phillip Capital PCG. The company stated that discussions will be based solely on publicly available information.

The company confirmed that no unpublished price sensitive information (UPSI) will be shared during the interaction. This disclosure was made to the stock exchanges in compliance with Regulation 30(6) of the Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements), Regulations, 2015.

The meeting details are as follows:

Modi Naturals noted that changes to the schedule may occur due to exigencies on the part of the participants or the company. The intimation was signed by Rajan Kumar Singh, Company Secretary & Compliance Officer.

Modi Naturals Limited has announced its audited financial results for the quarter and year ended March 31, 2026. The company reported a consolidated net profit of ₹5028.35 lakh for FY26, marking a significant increase of 62.1% from ₹3102.57 lakh in the previous year. Revenue from operations for the year stood at ₹71918.32 lakh, compared to ₹66291.28 lakh in FY25. The results were reviewed by the Audit Committee and approved by the Board of Directors at its meeting held on May 13, 2026. Additionally, the company has uploaded the transcript of its earnings conference call held on May 14, 2026, on its website.

Financial Performance

The table below summarises the key consolidated financial metrics for the year ended March 31, 2026:

The standalone net profit for FY26 was ₹1001.41 lakh, with revenue from operations at ₹38183.15 lakh and basic EPS of ₹7.68.

Q4 Performance Highlights

Modi Naturals delivered a strong quarter, with key profitability metrics showing marked improvement on a year-on-year basis. The following table captures the Q4 consolidated performance highlights:

The consolidated EBITDA margin for Q4 FY26 improved to 10.1% from 8.48% in Q4 FY25, reflecting enhanced operational efficiency. An exceptional item of ₹485.57 lakh, representing an insurance claim received by the subsidiary on account of loss of profit due to business interruption from a machinery breakdown in FY 2023-24, was recognised during the year.

Segment Performance

The company operates across three consolidated segments: Branded, Bulk, and Ethanol. The following table presents the segment-wise revenue and EBITDA for the year ended March 31, 2026:

The Ethanol segment contributed the maximum revenue of ₹33735.17 lakh for the year, followed by Bulk at ₹19828.97 lakh and Branded at ₹18354.19 lakh. The standalone entity operates across two segments — Branded and Bulk — with combined revenue from operations of ₹38183.16 lakh for FY26.

Balance Sheet Highlights

The consolidated balance sheet as at March 31, 2026 reflects significant asset growth, primarily driven by capital investment in the Ethanol segment. Key balance sheet metrics are presented below:

Net cash from operating activities for the year stood at ₹6105.80 lakh, compared to ₹4879.42 lakh in the previous year, while net cash used in investing activities was ₹7194.30 lakh, reflecting the significant capital expenditure of ₹8009.47 lakh on property, plant and equipment.

Management Commentary and Outlook

During the earnings conference call, management highlighted the successful commissioning of Phase 2 of the ethanol expansion, increasing capacity from 130 KL to 282 kiloliters per day. The company achieved FY26 guidance across revenue, EBITDA, and PAT. For FY27, the company provided a conservative revenue guidance of ₹950 crores, factoring in about 50% capacity utilization of the expansion. Management stated that with full capacity utilization, consolidated revenue could cross ₹1,100 crores.

The company does not envisage any large capex for FY27, except for an investment of up to ₹20 crores in a value addition project in the byproduct stream of the ethanol division. Working capital days improved to 62 days as of March 31, 2026, from 66 days in the previous year. Return on capital employed improved to 19.9% in FY26 from 18.3% in FY25.

Auditor Changes and Registered Office Shift

The board accepted the resignation of M/s Doogar & Associates (FRN: 000561N), Chartered Accountants, effective May 13, 2026. M/s B. CHHAWCHARIA & CO. (FRN: 305123E), Chartered Accountants, New Delhi, was appointed to fill the casual vacancy with effect from May 13, 2026, subject to shareholder approval. The board also approved a proposal to shift the registered office of the company from 405, Deepali Building, 92, Nehru Place, New Delhi-110019 to its corporate office at D-54, 2nd Floor, Okhla Industrial Area, Phase I, New Delhi-110020.