Kesar Petroproducts Limited has announced a post-earnings conference call to discuss its Q3FY26 financial performance with analysts and investors. The company made this announcement in compliance with Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015.

Conference Call Details

The earnings conference call has been scheduled with specific timing and participation details to accommodate various stakeholders.

Participation Options

The company has provided multiple ways for participants to join the conference call, ensuring accessibility for both domestic and international stakeholders.

Digital Access:

• Diamond Pass Link: https://tinyurl.com/4mpceaud

Dial-in Numbers:

Regulatory Compliance and Information Disclosure

The announcement was made under Regulation 30 read with Para A of Part A of Schedule III of the SEBI listing regulations. The company has emphasized that only publicly available information will be referenced during the conference call, with no Unpublished Price Sensitive Information (UPSI) proposed for discussion.

The company has noted that the schedule is indicative and subject to changes due to any unforeseen developments. For RSVP and additional queries, participants can contact Fortuna PR representatives Rajshree Ganguly at +91 98338 07235 or Deepali Shah at +91 90295 57708.

Company Communication

The formal intimation was signed by Ramjan Kadar Shaikh, Whole Time Director (DIN: 08286732), and digitally submitted on February 12, 2026. The company is listed on BSE with scrip code 524174 and maintains its registered office at 404, Naman Centre, C-31/G Block, BKC, Bandra (E), Mumbai.

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.