Analyst Concall
UPL sees sustainable portfolio revenue of $700 mln in FY27
This story was originally published at 19:28 IST on 3 August 2026
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--CONTEXT: UPL management's comments in post-earnings call with analysts
--UPL: Saw planting delays across major regions in India, Europe on El Nino
--UPL: Expect sustainable solutions portfolio to generate $700 mln in FY27
--UPL: Hope to earn $150 mln from launch of new products this year
--UPL: See Q2 supported by demand for differentiated products, new launches
--UPL: Remain focused on disciplined cash management, operational efficiency
--UPL: Have been guiding channel to be cautious on building inventory
--UPL: See global agrochemicals demand staying flat to slightly up
--UPL: Expect price hikes to be modest, in low single digit
AHMEDABAD/NEW DELHI – UPL Ltd. expects its sustainable solutions portfolio to generate revenue of around $700 million in 2026-27 (Apr-Mar), supported by growing adoption of biologicals and differentiated natural crop protection products, the company's management said in a post-earnings call with analysts on Monday.
"Our recent successful launches... across most geographies give us confidence that we will deliver on our commitment of generating approximately $700 million in revenue for the full year from our sustainable solutions portfolio," management said.
The company said it is on track to generate $150 million in revenue from new product launches this year and expects the September quarter to be supported by rising demand for differentiated products and higher sales from these launches.
"We will continue to accelerate the commercialisation of new products and innovation and growth opportunities. I'm pleased to report that we are on track to achieve our $150 million in revenue from new product launches this year. These priorities remain fully aligned with our FY27 strategy and position us for both near-term performance and long-term value creation for our stakeholders," a company official said.
Management said crop planting delays across India and Europe due to El Nio affected demand in the June quarter, while distributors remained cautious about inventory build-up. UPL added that it has advised channel partners to avoid excess stocking to prevent a repeat of the inventory overhang seen in FY24. The company expects global crop protection demand to remain flat to slightly higher this year and sees price hikes staying modest, in the low single digits.
"In the crop protection business, I think one of the things that we have done is that we don't want a repeat of FY24 when global prices reduced due to oversupply and channel at a higher level of inventory. So, we are also guiding our channels to be very, very cautious on building inventory. So, they are taking inventory when needed in the farm. So, that is the guidance that we have also been giving to the channel. So, that's how we are saying that the volume is low, but I think it's also been very, very cautious," the company official said.
Management added that it remains focused on disciplined cash management and operational efficiency while driving growth through innovation and new product commercialisation.
UPL's consolidated net profit for the June quarter came in at INR 100 million as against a loss of INR 880 million a year ago. The agrochemical company's revenue from operations rose 10% on year to INR 101.81 billion.
Monday, the company's shares ended at INR 620 on the National Stock Exchange, up 2.6% from the previous close. End
Edited by Saji George Titus
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