Financial Performance Overview

KN Agri Resources Limited announced its standalone financial results for Q4 FY26 and full year FY26 ended March 31, 2026. The company reported revenue growth despite facing significant external challenges from geopolitical volatility.

Quarterly Performance (Q4 FY26 vs Q4 FY25)

| Metric | Q4 FY26 | Q4 FY25 | Change |

| Revenue from Operations | ₹480.97 crore | ₹495.68 crore | -3.0% |

| EBITDA | ₹22.08 crore | ₹24.98 crore | -11.61% |

| EBITDA Margins | 4.59% | 5.04% | -45 bps |

| PAT (before exceptional items) | ₹12.63 crore | ₹15.84 crore | -20.26% |

| PAT Margins | 2.62% | 3.20% | -58 bps |

Annual Performance (FY26 vs FY25)

| Metric | FY26 | FY25 | Change |

| Revenue from Operations | ₹1809.62 crore | ₹1724.85 crore | +4.91% |

| EBITDA | ₹58.18 crore | ₹64.44 crore | -9.71% |

| EBITDA Margins | 3.21% | 3.73% | -52 bps |

| PAT (before exceptional items) | ₹31.70 crore | ₹36.90 crore | -14.09% |

| PAT Margins | 1.75% | 2.14% | -39 bps |

Operational Highlights and Performance Drivers

The company achieved its highest ever soybean crushing volume in FY26 despite inconsistent soybean supply. However, profitability was impacted by the West Asia conflict which:

  • Restricted soybean imports affecting production
  • Hindered Soy DOC exports due to reduced container availability and substantial increase in ocean freight rates
  • Affected domestic sales due to increased freight rates and packaging costs

Segment Performance

Retail Business: Branded retail oil sales showed strong growth with a 48% increase in FY26 compared to FY25.

Lecithin Business: Lecithin sales achieved significant growth with a 38% increase in FY26 compared to FY25.

Strategic Initiatives and Outlook

Management commentary from Vijay Shrishrimal, Managing Director, outlined the following strategic focus areas:

  • Continued emphasis on retail sales expansion in FY27
  • Plans to add other edible oils and soy products (nuggets) to the portfolio
  • Expansion of geographical outreach for products
  • The wholly owned subsidiary KN Retail Pvt Limited's modern Pulses unit is almost ready for production and expected to contribute to FY27 performance
  • Lecithin business expected to continue growth trend in FY27 with customized variants for several new destinations

Business Overview

KN Agri Resources Limited operates in production of Edible Oils, Soymeal, Soy value added products and Supply chain of Agri Commodities. The company has three strategically located plants in Madhya Pradesh comprising:

  • Three solvent extraction plants
  • Two oil refineries
  • Two lecithin plants
  • One flour mill

Products are sold under brands "KHANPAN" and "CLASSIC".

Financial Definitions

  • Revenue from operations includes sale of products and other operating revenue such as production linked incentives, export incentives, scrap sales and others
  • EBITDA calculated as profit for the period plus finance costs, fair value loss on financial instruments, exceptional items (net), depreciation & amortization expense, and total tax expense minus other income
  • PAT reported before exceptional items (net of tax)

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