Management of Dhanuka Agritech discussed acquisition of Bayer products, portfolio mix between herbicides and insecticides, capex plans and cash conversion issues

Mon 5 Oct 2026

Nagpur plant revenue contribution

25 to 30 percent

Stock gain from 52-week low

80 percent

Heard on business television between 11:55:57 - 11:58:57 IST.

• Company acquiring Bayer products including Trivandrum and Ilicard brands for global footprint and exports via Dehej plant.
• Herbicide portfolio has higher share due to farmer traction, but dry year to hurt herbicide consumption while insecticide consumption rises, net impact low single digit.
• Cash conversion has remained below profitability from FY24-26 despite a debt-free balance sheet, due to investments in Dehej unit, Bayer brand acquisition and new Nagpur formulation unit.
• Nagpur plant to be an automated formulation facility contributing 25-30% of revenue, different in gestation and cycle time from Dahej technical plant.
• Working capital has been a drag this year due to inventory build-up with principal partners for imports; management expects recoveries to remain in control.
• Stock has gained 80% from its 52-week low but FY27 may be weak until new revenue streams and monsoon improve.

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