HDFC Securities
We maintain NEUTRAL with a TP of Rs 730/sh (22x Dec FY19E EPS). Dhanuka Agritech (DAL) reported muted revenue growth of 4.6% YoY at Rs 2.21bn in 3QFY18, this was largely driven by volume growth. Higher RM costs resulted in lower gross margins at 43.3% (-134bps). EBITDA stood at Rs 353mn was impacted owing to higher employee cost (+13.4% YoY), consequently, EBITDAM declined by 237bps YoY to 15.9%. APAT stood at Rs 286mn (+6.4% YoY).
Number of FII/FPI investors increased from 104 to 115 in Jun 2025 qtr.
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