UPL Strong Q2 & H1 FY26 Performance with Improved Profitability

UPL reported a strong financial performance for Q2 and H1 FY26. Q2 PATMI improved by approximately ₹1,000 crore, fueled by broad-based EBITDA growth and financial discipline. There was strong H1 performance with positive PATMI and planned de-gearing. The company’s EBITDA guidance for FY26 has been upgraded, reflecting the strong operational momentum and improved profitability.

Key Financial Highlights

UPL has demonstrated significant financial improvements in the second quarter and first half of fiscal year 2026:

  • Revenue: Q2 reached ₹12,019 crore (up 8% YoY); H1 reached ₹21,235 crore (up 5% YoY).
  • Contribution Margin: Q2 stood at 41.9%, an increase of 420 bps; H1 reached 42.6%, up by 410 bps.
  • EBITDA: Q2 at ₹2,205 crore, climbed by 40%; H1 at ₹3,508 crore, a 29% increase.
  • PATMI: Q2 reported ₹553 crore; H1 reached ₹465 crore, marking a substantial turnaround.

Deleveraging and Working Capital

UPL has also focused on strengthening its balance sheet:

  • Net Debt: Reduced by over ₹3,700 crore, bringing it to ₹23,802 crore.
  • Net Debt/EBITDA: Improved to 2.7x.
  • Net Working Capital Days: Reduced to 118 days.

Segment Performance

The positive results were driven by strong performance across key platforms:

  • UPL Corp: Demonstrated revenue growth and contribution margin improvements.
  • Advanta: Showed substantial growth, driven by higher volumes in field corn and sunflower.
  • Superform: Reported improved mix and favorable input costs.

FY26 Outlook and Guidance

Given the strong first-half performance, UPL has upgraded its FY26 EBITDA growth guidance from 10-14% to 12-16%.

Source: BSE

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