Fermenta Biotech (FERMENTA) — concall transcript

📢 Key Event
Fermenta Biotech reported Q4 FY22 revenue of ₹96 crores, down 3.3% YoY but up 3.6% QoQ, with operational EBITDA at ₹18 crores (+73.5% YoY) and PAT at ₹8 crores (8% margin).

🔄 What Changed
Operational EBITDA grew 73.5% YoY to ₹18 crores; PAT declined 66% YoY to ₹8 crores due to loss of Section 10AA tax benefits; proposed 25% dividend (₹1.25/share).

🔮 What's Next
Vegan D3 product launch in next two quarters; Saykha plant commercialization likely by year-end; capacity expansion at Dahej plant for new products; average EBITDA margin target of 20%+ over 4-5 years.

💡 Investor Takeaway
The company is shifting focus to human nutrition growth and stable EBITDA margins despite animal feed volatility, with new product launches and capacity expansions expected to drive future recovery.

Fermenta Biotech reported Q4 FY22 revenue of ₹96 crores, down 3.3% YoY but up 3.6% QoQ, with operational EBITDA at ₹18 crores (+73.5% YoY) and PAT at ₹8 crores (8% margin). Full-year revenue reached [amount context mismatch] crores (+5.6% YoY), EBITDA declined 25% to ₹61 crores, and PAT fell 66% to ₹15 crores due to loss of Section 10AA tax benefits for SEZ units. Board proposed a 25% dividend (₹1.25/share) pending shareholder approval. Management highlighted strong human nutrition volume growth (15% QoQ), lower animal feed prices, and ongoing capacity expansions at Dahej and Kullu facilities. Key projects include vegan D3 launch in next two quarters, Saykha plant delays, and partial wool grease outsourcing. No new debt plans were mentioned.

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About Fermenta Biotech Ltd (FERMENTA)

Healthcare · Pharmaceuticals · Listed on BSE

Market Cap: ₹1,379.87 Cr P/E: 22.7 ROE: 14.3% ROCE: 18.1% Div Yield: 0.80%

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🔥 Also filed on 31 March 2022

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Source: Stock Announcements. Analysis by StockFin.ai. For informational purposes only — not investment advice.

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