Sharda Cropchem Limited disclosed the transcript of its Q3FY26 earnings conference call conducted on January 30, 2026, providing detailed insights into the company's exceptional financial performance and future growth prospects. The management team, led by Chairman and Managing Director R.V. Bubna, discussed the robust quarterly results and strategic outlook during the analyst interaction.

Earnings Call Disclosure Details

The company filed the earnings call transcript under Regulation 30 of SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, on February 3, 2026. The conference call was conducted through digital means at 1:00 PM IST on January 30, 2026, with participation from key management personnel.

Management Commentary on Q3FY26 Performance

During the earnings call, Chairman R.V. Bubna highlighted the company's achievement of highest-ever PAT for any year, driven by strong volume growth and improved product mix. The management emphasized that despite Q4 being traditionally the strongest quarter, the growth momentum is expected to continue through Q4 FY26 and remain robust in FY27.

Key Performance Metrics Discussed:

• Total revenue growth of 39% to ₹1,289 crores
• Overall volume growth of 14%
• Gross margin expansion of 220 basis points to 34.9%
• EBITDA growth of 59% to ₹246 crores with 19.1% margins
• PAT growth of 366% to ₹145 crores

Revenue Growth Composition Analysis

CFO Shailesh Mehendale provided detailed breakdown of the revenue growth drivers during the analyst interaction, offering transparency into the company's performance metrics.

Geographic Performance Insights

The management discussed regional performance variations, with Europe showing exceptional growth while NAFTA region experienced some decline. Bubna attributed Europe's strong performance to favorable climate conditions, good agricultural demand, and the company's ability to meet customer requirements on time.

Gross Margin by Geography (Q3FY26):

• Europe: 43.0%
• NAFTA: 23.5%
• LATAM: 29.2%
• Rest of World: 37.0%
• Overall Agrochemicals: 35.9%

Product Registration Portfolio Update

The earnings call revealed updated registration statistics, demonstrating the company's continued investment in expanding its global market access through comprehensive product registrations.

Forward-Looking Guidance and Outlook

Management provided positive guidance for FY27, expecting 15% volume growth and revenue growth of 15-20%. The company maintained its EBITDA margin guidance of 18-20% for both FY26 and FY27, with gross margins expected to remain sustainable around 35% levels. Planned capex for FY27 is projected in the range of ₹450-500 crores, supporting continued growth initiatives.

The management emphasized that agrochemical products remain unaffected by tariff concerns due to their registration-dependent nature, providing stability in the business model. With cash and liquid investments of ₹826 crores as of December 31, 2025, the company maintains a strong financial position while exploring opportunities for increased dividend payouts.

Sharda Cropchem Limited has announced that its Board of Directors will meet on January 29, 2026, to review and approve the company's third-quarter financial performance for FY26. The meeting will focus on considering the unaudited financial results for both standalone and consolidated operations.

Board Meeting Agenda

The Board meeting has been scheduled to address several key corporate matters as outlined in the company's regulatory filing dated January 20, 2026.

Financial Results Review

The Board will consider, approve and take on record the unaudited financial results covering both standalone and consolidated operations for the quarter and nine months ended December 31, 2025. This review represents the company's third-quarter performance for the Financial Year 2025-26.

Dividend Consideration

As part of the meeting agenda, the Board will deliberate on declaring an interim dividend on the paid-up equity share capital of the company for Financial Year 2025-26. The final decision on dividend declaration will be made during the Board meeting.

Trading Window Closure

In compliance with SEBI regulations on insider trading prevention, Sharda Cropchem Limited has implemented a trading window closure for all designated employees and connected persons.

Regulatory Compliance

The announcement has been made in accordance with Regulation 29 read with Regulation 47 of SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015. The company has notified both the National Stock Exchange of India Limited and BSE Limited about the scheduled Board meeting and trading window closure.

The communication was signed by Jetkin Gudhka, Company Secretary and Compliance Officer, ensuring proper corporate governance and regulatory adherence in the disclosure process.