AMBANIORGO AMBANIORGO Q2 FY27 results (Jul–Sep 2026) and concall
Ambani Orgochem had a strong H1 FY27. Revenue grew 54.87% to ₹171.21 crores and net profit jumped to ~₹3.5 crores from ₹19.07 lakh, helped by product approvals, the Dahej ramp-up and growth with existing customers. Operating margin fell slightly, however: EBITDA grew 43%, so margin was ~6.6%. Dahej is stuck at ~40% utilization because of Strait of Hormuz logistics. Growth depends on the Tarapur acrylic expansion (debt-funded, ₹15-20 crores, due by Q4 FY27) and a Dahej salicylic expansion funded by warrants/QIP in FY28. Management promised H2 would beat H1 but gave few hard numbers.
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What they filed
Q2 FY27: revenue up 77.4%, net profit up 250.0% against the same quarter last year.
| Line item | Q4 FY23 | Q2 FY24 | Q4 FY24 | Q2 FY25 | Q4 FY25 | Q2 FY26 | Q4 FY26 | Q2 FY27 |
|---|---|---|---|---|---|---|---|---|
| Revenue | 12 | -7 | 12 | 31 | 51 +325% | 35 +600% | 19 +58% | 55 +77% |
| EBITDA | 5 | 5 | 0 | 4 | 6 +20% | 8 +60% | 8 | 11 +175% |
| Net profit | 1 | 0 | 3 | -2 | 1 +0% | 0 | 1 −67% | 3 +250% |
How to read this
₹ crore, as filed. The percentage beside a figure is the change against the same quarter a year earlier — never the quarter before, which would make every seasonal business look like it collapses and booms each year.
Inve summary of a publicly available earnings call transcript; see how call summaries are prepared. Not investment advice.
