UPL Ltd has made available the transcript from their Capital Markets Day held on May 11, 2026, detailing their financial results for the fiscal year ended March 31, 2026. You can find this information on UPL's official website.
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Recent Discussions
HSBC maintains its positive outlook on UPL, despite lowering the target price to ₹880. This decision is based on UPL's impressive Q4FY26 performance, which surpassed the fiscal year 2026 guidance. The strong financial position of UPL is seen as a key factor in managing uncertainties moving forward.
UPL has increased its capital expenditure for FY27 to a range of $300-$350 million, which is an uptick from the $261 million spent in FY26. The company aims to drive margin growth and enhance EBITDA through specialty chemicals and integration strategies.
Investment firm Nuvama has maintained a Hold rating for UPL, but reduced the target price from ₹816 to ₹762. This indicates a potential downward movement in UPL's share price. Investors are advised to carefully consider this revised outlook before making investment decisions.
UPL intends to extend its working capital cycle to 65 days, an increase from the previous 53-57 days over the past two years. The company also aims for a medium-term net debt to EBITDA ratio of 1.2-1.5x.
In a discussion with Anil Singhvi, UPL's CFO, Bikash Prasad, shared insights about the company's Q4 results on CorporateRadar, highlighting key aspects of their performance.
UPL anticipates a tax rate of 20-22% for fiscal year 2027 and expects to generate around $700 million in revenue during the same period. The company's Non-Pharmaceutical Products (NPP) segment aims for a compound annual growth rate (CAGR) of 12% between 2026 and 2031, with a goal of achieving $1 billion in revenue by fiscal year 2031.
Jefferies recommends investing in UPL with a predicted price of INR 810 per share, despite Q4 sales outperforming expectations, as margins and RPAT fell short. Notably, the company has successfully reduced its gross debt by $850M to $2.3B for the fiscal year 2026.
UPL Ltd experienced an uptick in trading activity recently, as evidenced by the rise in open interest. However, the company's stock has struggled to keep pace with its sector and wider market indices, likely due to investor uncertainty or mixed sentiment.
Kotak Securities has retained a 'Reduce' rating for UPL and set a target price of ₹650, despite a 18% YoY revenue growth in Q4FY26 due to FX gains. However, the growth was offset by voluntary provisions and higher taxes. Potential concerns remain over the Sinova investment and reorganization plans.
UPL's shares experienced a 5% boost following optimistic forecasts for FY2026 and the first quarter, indicating promising prospects ahead.
Canara Bank experiences a 10% decrease in Q4 profits; anticipation builds for the upcoming results of JSW Energy and UPL, joined by 70 other companies reporting Q4FY26 earnings.
Companies like PVR Inox, Canara Bank, Indian Hotels, and UPL are releasing their Q4 results today, offering valuable insights into their financial performance. A total of over 60 firms will be announcing earnings this week.
In the recently concluded fiscal year 2026, UPL Limited has demonstrated a notable success, with their EBITDA margin reaching 17.9%. This figure surpasses their previously given guidance range of 12-16%, signifying an encouraging upside surprise for the company.
UPL anticipates a revenue increase of 4-8% by FY26, with projected EBITDA between 12-16%. The company has lowered its net debt to EBITDA ratio to less than 1.6x and emphasizes innovation as a key focus area for future success.
UPL plans for a significant 10-14% increase in revenues and a more substantial 14-18% boost in earnings before interest, taxes, depreciation, and amortization (EBITDA) by the first quarter of their financial year 2027.
UPL's projected Q1 earnings for FY27 show a significant rise, with revenue anticipated to grow between 10-14%, and EBITDA forecasted to increase by 14-18%. This suggests promising financial health for the company in the coming quarter.
UPL surges on robust earnings, meeting fiscal 2026 projections and boosting Q1 2027 expectations. Canara Bank struggles amid increased slippages, despite meeting forecasts, reflecting ongoing challenges.
UPL has boosted its Q1 FY27 EBITDA forecast and is aiming for double-digit revenue growth. The company's focus is on reducing debt and refinancing to enhance financial stability.
UPL experiences pressure due to war-related disruptions in their manufacturing operations, underscoring the potential risks associated with agricultural input supply chains.
UPL is set to pay back a $500M debt in March, aiming to improve their financial situation by refinancing commitments and bolstering liquidity, thus alleviating any potential financial strain.
Anticipated UPL Q4FY26 results on May 11 indicate a revenue boost due to increased demand, improved pricing, and operational recovery. Analysts at Elara Capital predict a revenue of around ₹17,130 crore, while Anand Rathi estimates slightly lower at ₹16,895.6 crore. Both expect strong margin growth for the company.
UPL Limited experienced a modest 0.33% increase last week, ending at Rs.646.15 while the Sensex rose by 1.25%. Notably, MarketMojo has revised its rating for UPL to 'Hold', indicating a mildly bearish shift in the stock's momentum.
UPL Ltd will announce its FY26 financial results and discuss possible dividends on May 11, 2026. Additionally, a Capital Markets Day presentation for FY26 is scheduled at 4 PM IST, which will be live-streamed online.
UPL Brazil's $86.7M investment increases their stake in Sinova to 55.8%, strengthening their agricultural retail presence in Brazil and potentially helping Sinova manage its debt.
Morgan Stanley has reinstated coverage for UPL Limited, assigning an "Equal Weight" rating and a price target of INR 658. This suggests a neutral stance towards the company's stock.
UPL Ltd saw a notable 5.03% increase on April 1, 2026, bucking the broader market trend and outpacing its sector by 1.39%. The question remains whether this surge signifies a recovery or a relief rally in the company's stock prices.
UPL Limited secured unanimous approval from shareholders during the March EGM for crucial deals, all votes were in favor via virtual conference. More details about these transactions can be found on UPL's official website.