Punjab Chemicals & Crop Protection has notified the stock exchanges that the transcript of its Earnings Conference Call for Q4 and FY26 is now publicly accessible on the company's official website. The disclosure was filed on May 11, 2026, in compliance with applicable SEBI listing regulations.

Regulatory Filing Details

The communication was submitted pursuant to Regulation 30 read with Regulation 46 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015. The filing covers the audited standalone and consolidated financial results of the company for the fourth quarter and the full year ended March 31, 2026.

Transcript Availability

The transcript of the Earnings Conference Call held on May 5, 2026, is available on the company's official website. Investors and stakeholders can access the document through the link provided in the regulatory filing. The filing was signed by Rishu Chatley, Company Secretary & Compliance Officer (ACS-19932), on behalf of Punjab Chemicals and Crop Protection Limited.

Company Overview

Punjab Chemicals and Crop Protection Limited is registered under CIN No. L24231PB1975PLC047063. The company's registered office and works are located at Milestone-18, Ambala-Kalka Road, Village & P.O. Bhankharpur, Derabassi, Distt SAS Nagar, Mohali (Punjab) - 140201, India.

Punjab Chemicals & Crop Protection Limited has released its investor presentation for Q4 and FY26 under Regulation 30 of SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, filed on May 5, 2026. The company, which completed 50 years of existence in 2025, delivered its highest-ever turnover of ₹1,030 Cr in FY26, backed by strong growth across revenue, EBITDA, and profitability metrics. The presentation was submitted to both BSE and NSE by Company Secretary Rishu Chatley. Additionally, the audio recording of the earnings call held on May 5, 2026, is now available on the company's website.

Q4 & FY26 Consolidated Result Highlights

Punjab Chemicals registered consolidated revenue of ₹208.6 Cr in Q4 FY26, growing 3.1% YoY, while full-year FY26 revenue stood at ₹1,029.8 Cr, up 14.4% YoY. Growth was driven by improvement in domestic and export sales and increased demand. New products contributed 14% of revenue in FY26, growing 16% on a YoY basis. Gross margins for Q4 FY26 stood at 49.4%, up 590 bps YoY, while full-year gross margins stood at 40.1%. The following table summarises the key consolidated P&L metrics:

Full-year EBITDA stood at ₹118.1 Cr, delivering robust growth of 19.1%, fueled by operational efficiencies and a refined product portfolio. Profit After Tax for Q4 FY26 stood at ₹11 Cr, up 55.8% YoY, while FY26 PAT jumped 64.3% to ₹64.0 Cr. Profit before exceptional items and tax for FY26 grew 49.5% to ₹86.3 Cr.

Geographical Revenue Split

The company's revenue mix reflects a balanced domestic and export orientation. Domestic revenue for FY26 stood at ₹581 Cr while international revenue reached ₹449 Cr, compared to ₹553 Cr and ₹348 Cr respectively in FY25.

Consolidated Balance Sheet Highlights

The consolidated balance sheet as of March 2026 reflects a strengthened financial position. Total equity rose to ₹423.5 Cr from ₹364.7 Cr, while total assets stood at ₹823.0 Cr versus ₹800.6 Cr in the prior year. Non-current borrowings declined to ₹37.4 Cr from ₹61.0 Cr, reflecting improved debt management. The debt-to-equity ratio improved to 0.3x in FY26 from 0.4x in FY25.

Production and Capacity Utilisation

The company operates two primary manufacturing facilities at Derabassi and Lalru in Punjab. Derabassi recorded production of 24,575 MT in FY26 at 81% capacity utilisation, the highest since FY22. Lalru produced 1,520 MT at 65% utilisation. A revamp of two manufacturing blocks was carried out at the Lalru unit as part of asset renewal and safety improvement.

Performance Track Record

Over the past five fiscal years, Punjab Chemicals has demonstrated a consistent revenue base with a strong recovery in FY26. ROCE improved to 18.0% in FY26 from 14.4% in FY25, while ROE rose to 16.2% from 11.2%. Cash flow from operations improved significantly to ₹86 Cr in FY26 from ₹25 Cr in FY25.

Business Strategy and Way Forward

Punjab Chemicals has outlined a capital investment plan involving investment in a new manufacturing block at its existing site and capacity debottlenecking over the next six quarters. The company has earmarked approximately ₹60 crore capex for two multi-purpose plants to cater to growth over the next 2–3 years and is actively scouting for a new site to support growing operations. Three MOUs have been signed with global customers for high-value agrochemicals and intermediates, with commercialization expected in 12–18 months. The company expects incremental revenue of ₹120–150 crore over the next 2–3 years from new product lines. R&D expenditure is planned to double over the next two years, and commercial production trials are underway for four new products.

Board Decisions and Governance

The Board of Directors met on May 1, 2026, and approved the audited standalone and consolidated financial results for the quarter and year ended March 31, 2026. The board recommended a final dividend of Rs. 3.00 per equity share, representing a 30% dividend payout. Statutory auditors B S R & Co. LLP issued unmodified opinions on both standalone and consolidated financial statements. For FY 2026-27, the board appointed M/s Khushwinder Kumar & Co as Cost Auditors (subject to shareholder ratification), M/s S M A M & Co as Internal Auditors, and Mr. Anil Khanna of M/s J.R. Khanna & Company as Tax Auditor.