Earning Call Transcript of HMA Agro Industries Limited for Q4 and FY 2025-26 Financial Results.
RESULTS
▲ Positive Development
LOW RISK
📅 Filed on BSE: 02 Jun 2026, 12:14 PM IST · BSE ID: e1c61b33-98da-4878-a536-63f94a6d6494
View Original BSE Filing (PDF)
💡
In Simple Terms
HMA Agro Industries shared details from its Q4 and full-year earnings call, reporting significant revenue and profit increases.
🤖 AI Summary
- HMA Agro Industries Ltd released the transcript of its Q4 and FY26 earnings conference call.
- Standalone revenue for FY26 increased to INR 67,689 million, up 39.2% year-over-year.
- Consolidated revenue for FY26 reached INR 69,164.95 million, reflecting a 34.7% YoY growth.
- Standalone Profit After Tax (PAT) for FY26 grew to INR 1,271 million, an 111.5% YoY increase.
- Consolidated PAT for FY26 was INR 1,651.86 million, showing strong growth over the previous year.
🔢 Key Numbers — exact figures from BSE filing, not rounded
FY26 Standalone Revenue
INR 67,689 million
39.2%
FY26 Q4 Standalone Revenue
INR 15,384.83 million
4%
FY26 Standalone EBITDA
INR 2,109.5 million
80.3%
FY26 Standalone EBITDA Margin
3.12%
FY26 Standalone Profit Before Tax
INR 1,718.5 million
89.2%
FY26 Standalone Profit After Tax
INR 1,271 million
111.5%
FY26 Consolidated Revenue
INR 69,164.95 million
34.7%
FY26 Consolidated EBITDA
INR 2,839.59 million
FY26 Consolidated EBITDA Margin
4.11%
FY26 Consolidated Profit Before Tax
INR 2,177.43 million
73.4%
FY26 Consolidated Profit After Tax
INR 1,651.86 million
🏢 How This Affects the Company
The company reported strong demand across its business sectors, increased clientele, and expansion into new geopolitical markets, including Malaysian authority approval for a subsidiary, supporting capacity utilization.
HMA Agro Industries achieved its strongest financial year in history with record performance across revenue, EBITDA, and PAT, driven by improved operational efficiencies and disciplined cost management.
The company managed operations successfully despite global challenges and war-like situations impacting logistics, demonstrating resilience and strong execution capacity.
No specific new risks were highlighted; however, ongoing global geopolitical challenges influencing logistics and trade movement are noted as managed by the company.
👥 What This Means For Shareholders
✅
Action Required
No specific action is required from shareholders based on this earnings call transcript filing.
👤
Who Is Affected
All shareholders are affected as the filing provides insights into the company's financial and operational performance for FY26, including standalone revenue of INR 67,689 million and consolidated PAT of INR 1,651.86 million.
🔍
Management Signal
Management expressed satisfaction with FY26 performance, highlighting record achievements across key financial parameters and a commitment to continued growth and operational discipline.
For information only. Not investment advice. ForgeUp is not SEBI-registered.
👁 Watch List — track these upcoming events
Q1 FY27 financial results — assess sustained revenue growth rates and profitability.
Updates on new market expansion and client additions mentioned during the call.
Further details on achieving the Philippines sales target in upcoming periods.
LOW RISK
The filing primarily details strong financial performance and operational updates, with no new significant risks identified.
💡 Investor Takeaway
HMA Agro Industries reported FY26 standalone revenue of INR 67,689 million, up 39.2% YoY, and consolidated revenue of INR 69,164.95 million, up 34.7% YoY. Standalone PAT was INR 1,271 million (up 111.5% YoY) and consolidated PAT was INR 1,651.86 million, marking a strong financial year.
⚖️ Strengths & Concerns
✅ Positives
- FY26 standalone revenue increased to INR 67,689 million, representing a strong 39.2% year-over-year growth.
- Standalone Profit After Tax (PAT) for FY26 grew significantly to INR 1,271 million, an 111.5% increase from the prior year.
⚠️ Concerns
- Q4 FY26 standalone revenue grew by approximately 4% to INR 15,384.83 million, a slower quarterly growth compared to the annual rate.
- The target for 25% of buffalo meat sales from the Philippines for FY26 was not achieved due to selective product buying.
❓ Frequently Asked Questions
What was HMA Agro Industries' standalone revenue for FY26?
HMA Agro Industries' standalone revenue for the financial year 2025-26 increased to INR 67,689 million, reflecting a strong growth of approximately 39.2% year-over-year.
What was the consolidated Profit After Tax (PAT) for HMA Agro Industries in FY26?
The consolidated Profit After Tax (PAT) for HMA Agro Industries in FY26 increased to INR 1,651.86 million, marking its highest consolidated profit achieved in recent years.
How did HMA Agro Industries' standalone EBITDA perform in FY26?
The standalone EBITDA for HMA Agro Industries grew significantly to INR 2,109.5 million during FY26, as compared to INR 1,170.2 million in the last year, reflecting an impressive growth of approximately 80.3% year-over-year.
What was the revenue growth for HMA Agro Industries in Q4 FY26?
For Q4 of FY26, HMA Agro Industries' standalone revenue stood at INR 15,384.83 million, compared to INR 14,368.2 million in the last quarter of the previous year, reflecting a healthy growth of approximately 4%.
Did HMA Agro Industries achieve its Philippines sales target for FY26?
The target for 25% of buffalo meat sales from the Philippines for FY26 was not achieved due to the market's selective buying of only a few products.
Questions based on this BSE filing only. For information purposes.