ALFA Finder| Management target | Revenue 20.0% FY27 |
|---|
| Revenue growth | Standalone revenue +21% YoY, -4% QoQ; growth not profit-accretive. |
|---|---|
| Margins | Q2 EBITDA margin ~21%, lowest cited; FY27 guided 24–25%. |
| Demand visibility | ATBS recovery deferred to H2; management expects Q3 strength, unproven. |
| Management confidence | Defensive-optimistic; repeats 'worst is behind us' despite margin collapse. |
Growth
Standalone income +21% YoY but -4% QoQ; EBITDA -27%, margin ~21%. Top-line growth is not converting to profit.
Outlook
FY27 top line guided +20–25% YoY (lower bound shown); EBITDA margin guided 24–25%; ₹500 Cr capex, second ₹500 Cr unconfirmed.
Risks
ATBS volume recovery pushed to H2 on customer destocking; logistics and energy costs not fully passed on; MEHQ commercial sales delayed to April.
Earnings Call Transcript filed with BSE, NSE: VINATIORGA. Summary written with AI assistance from the document.
Vinati Organics Ltd: key numbers
- Share price
- ₹1,042.80
- Market cap
- ₹10,810 Cr
- Revenue (annual)
- ₹2,227 Cr
- Net profit (annual)
- ₹443.7 Cr
- P/E (TTM)
- 26.2×Sector 28.2×
- Promoter holding
- 74.28%+0.00% QoQ
- FII holding
- 3.64%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Vinati Organics Ltd
All →Vinati Organics Promoter Buying: ₹2.53 Cr
Suchir Chemicals, a Vinati promoter-group entity, bought 25,000 shares on NSE for Rs. 2.53 Crore. Its stake rose from 45.87% to 45.90%.
- Value
- ₹2.53 Cr
- Promoter stake change
- +0.03%
Vinati Organics Promoter Buying
Promoter entity Suchir Chemicals bought 25,000 Vinati Organics shares on 5 Nov 2026, lifting promoter stake to 74.306%. Disclosed under SAST Regulation 29(2).
- Promoter stake change
- +0.02%
Vinati Organics Capacity Expansion: ₹500 Cr Investment
Vinati Organics' Board approved a ₹500 Crore capex plan for new greenfield specialty chemical projects. Funded via internal accruals, commissioning is expected within two years.
- Value
- ₹500.0 Cr
- Execution
- within two years
Vinati Organics Q2 FY27 Results: Net Profit ₹78.4 Cr, Down 31.8% YoY
Vinati Organics Ltd reported revenue from operations of ₹680.2 Cr (+23.6% YoY) and net profit of ₹78.4 Cr (-31.8% YoY) for Q2 FY27.
- Key figure
- Net profit ₹78.4 Cr · -31.8% YoY
Vinati Organics Board Meeting Date
Vinati Organics informed BSE and NSE that its Board is scheduled for 30 Oct 2026 to approve unaudited Q1/H1 FY27 results. Trading window closure runs from 1 Oct 2026 till 48 hours post-meeting.
Vinati Organics Other Announcement
The company filed its quarterly shareholding pattern under Regulation 31(1)(b) for the period ended September 30, 2026, as required by SEBI regulations.