Kesar Petroproducts Limited has submitted its Q3FY26 earnings presentation to the Bombay Stock Exchange under Regulation 30 of SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015. The company has made the audio recording and transcript of the investor conference call available for stakeholders.

Regulatory Submission Details

The company filed the earnings presentation on February 17, 2026, following the scheduled conference call held at 12:00 PM IST. The submission was made in compliance with regulatory requirements for listed companies to provide transparency on financial performance.

Accessibility and Documentation

The earnings presentation and related materials have been made accessible through multiple channels. The audio recording of the earnings call is available via Google Drive link, while the complete transcript has been attached for easy reference by investors and analysts.

Corporate Communication

The submission was signed digitally by Ramjan Kadar Shaikh, Whole Time Director (DIN: 08286732), ensuring proper authorization and compliance. The company's registered office is located at 404, Naman Centre, C-31/G Block, BKC, Bandra (E), Mumbai - 400051.

This regulatory filing demonstrates the company's commitment to maintaining transparency and providing comprehensive information to stakeholders regarding its Q3FY26 financial performance and operational updates.

Kesar Petro Products , a leading manufacturer of Phthalocyanine Blue Crude and its derivatives, has reported robust financial results for the first quarter. The company's focus on operational efficiency, product innovation, and market diversification has yielded significant improvements in both revenue and profitability.

Financial Highlights

• Revenue from operations reached Rs. 4,953.00 lakhs, marking an 8.14% year-on-year increase
• EBITDA surged by 148.25% to Rs. 921.00 lakhs
• Profit After Tax (PAT) rose by 177.83% to Rs. 589.00 lakhs
• EBITDA margin expanded to 18.59% from 8.10% in the corresponding quarter of the previous year
• PAT margin improved to 11.89% from 4.63% in the same quarter last year

Operational Performance

Kesar Petroproducts is currently operating at 60-65% capacity utilization across its product range. The company aims to increase this to 75% in the next two quarters. The revenue composition includes:

• 80% from pigments
• 20% from CPC Blue Crude

The focus remains on higher-margin downstream pigments, which have significantly improved the company's profitability.

Strategic Initiatives

1. Capacity Expansion: The company is working on unlocking capacities for its pigment portfolio, which is expected to drive margin improvements.

2. By-product Utilization: Kesar Petroproducts is developing a complex fertilizer plant using waste from pigment production. Commercial production is expected to commence from January 2026.

3. Power Plant Integration: A 2 MW captive power plant is being integrated with the fertilizer plant to achieve economies of scale and improve overall efficiency.

4. Modernization: The company is investing in plant modernization to reduce labor dependency and increase production efficiency.

Future Outlook

Management has provided guidance for the future:

• 20-25% revenue growth
• 12-15% bottomline growth
• EBITDA margins targeted in the 18-19% range

The company plans to reduce debt by 20-25% in the current fiscal year and aims for long-term growth of 20-25% per annum through operational efficiency, product diversification, and waste utilization initiatives.

Expansion into Fertilizers

The new complex fertilizer plant, utilizing waste from pigment production, is expected to contribute 20-25% of revenue at 75% utilization. This initiative not only creates a new revenue stream but also aligns with the company's sustainability goals.

Shreyas Sharma, CEO of Kesar Petroproducts, commented on the fertilizer project: "We have the raw materials. We have ammonia in our stock. We have phosphoric acid. We have sulfuric acid. So, we have those things. So those are already our raw materials."

Conclusion

Kesar Petroproducts' strong quarterly performance demonstrates the effectiveness of its strategic initiatives. With a focus on high-margin products, operational efficiency, and innovative waste utilization, the company is well-positioned for sustainable growth in the coming quarters. Investors will be watching closely as the new fertilizer plant comes online, potentially driving further improvements in revenue and profitability.