| Revenue growth | 54.87% YoY to ₹171.22 Cr; organic split not disclosed. |
|---|---|
| Margins | Mgmt claims expansion; implied EBITDA margin ~6.6% vs ~7.2% LY. |
| Order book | Orders not a constraint; no order book figure disclosed. |
| Demand visibility | Tarapur capacity sold out; GCC demand strong but Hormuz-constrained. |
| Management confidence | Optimistic; avoids numeric guidance, cites geopolitical headwinds. |
Growth
Revenue +54.87% YoY to ₹171.22 Cr; EBITDA +43% to ₹11.32 Cr; margin compressed, ~6.6% vs ~7.2%.
Outlook
No numeric guidance; FY28 top/bottom-line growth claimed; FY29-30 bottom-line inflection via Dahej.
Risks
Geopolitical Hormuz disruption; Dahej at ~40% utilisation; capex needs warrant/QIP approval; margin claims unquantified.
Earnings Call Transcript filed with NSE, NSE: AMBANIORGO. Summary written with AI assistance from the document.
Ambani Orgochem Ltd: key numbers
- Share price
- ₹170.90
- Market cap
- ₹128.8 Cr
- Revenue (annual)
- ₹240.7 Cr
- Net profit (annual)
- ₹1.33 Cr
- P/E (TTM)
- 96.6×Sector 34.1×
- Promoter holding
- 52.59%
- FII holding
- 0.00%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Ambani Orgochem Ltd
All →Ambani Orgochem Management Change
Ambani Orgochem announced the resignation of non-executive non-independent director Bhavin Patel, effective 29 October 2026. The resignation was attributed to professional priorities and commitments.
Ambani Orgochem Convertible Warrants
Ambani Orgochem members approved a Rs 43.93 Crore preferential warrant issue and capital changes. Promoters receive 30.1 lakh of the 43.93 lakh warrants.
- Value
- ₹43.93 Cr
Ambani Orgochem Investor Presentation: Key Takeaways
H1 FY27 consolidated: revenue ₹171.22 cr (+54.87%), EBITDA ₹11.32 cr (+43.00%), PAT ₹3.45 cr vs ₹0.19 cr. Strategy: capacity expansion and downstream specialty chemicals.
Ambani Orgochem Annual General Meeting
Ambani Orgochem's 1st EGM on 26 October 2026 took up four special resolutions. Items cover authorised capital, the capital clause, and preferential warrants.
Ambani Orgochem Convertible Warrants
Ambani Orgochem issued a corrigendum to its EGM notice, reducing the proposed preferential issue size of convertible warrants to Rs. 43.925 Crore following allotment revisions.
- Value
- ₹43.92 Cr
Ambani Orgochem Convertible Warrants
Ambani Orgochem reduced its proposed preferential issue of convertible warrants by Rs. 0.25 Crore, following the removal of one allottee. The revised issue size is Rs. 43.925 Crore.
- Value
- ₹43.92 Cr