NSEAnalysts/Institutional Investor Meet/Con. Call Updates3d ago · 17 Aug 2026, 01:17 pm

Analysts/Institutional Investor Meet/Con. Call Updates

Insecticides (India) Limited · INSECTICID

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Insecticides (India) Limited has announced the transcript of its Q1 FY 2027 earnings conference call, which was held on August 11, 2026, to discuss the unaudited standalone and consolidated financial results for the quarter ended June 30, 2026.

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Earnings Impact5/10
Growth Catalyst6/10
Governance Concern1/10
Regulatory Risk1/10
Balance Sheet Risk2/10
Liquidity Impact8/10
Market Sentiment5/10

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Insecticides (India) Limited has informed the Exchange about Transcript

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INSECTICID_17082026131739_STXERTranscriptQ1FY27.pdf

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Ref: IIL/SE/2026/1708/01 Dated: August 17, 2026 The Manager Listing Compliance Department Listing Compliance Department BSE Limited National Stock Exchange of India Limited (Through BSE Listing Centre) (Through NEAPS) Scrip Code: 532851 Symbol: INSECTICID Dear Sir/Madam, Sub: Transcript of the Earning Conference Call for the Quarter ended June 30, 2026. Pursuant to Regulation 30 read with Regulation 46 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, we wish to inform you that the transcript of the Earnings Conference Call – Q1 FY 2027 held in connection with the Unaudited Standalone and Consolidated Financial Results of the Company for the Quarter ended June 30, 2026, on August 11, 2026, is enclosed and is also available on the website of the Company and can be accessed on the following link: https://insecticidesindia.com/wp-content/uploads/2026/08/MUFG-InsecticidesIndia-Aug11- 2026-003-final-version.pdf This is for information & record. Thanking You, Yours Truly, For Insecticides (India) Limited (Sandeep Kumar) Company Secretary & CCO Encl: As above “Insecticides (India) Limited Q1 FY27 Earnings Conference Call” August 11, 2026 MANAGEMENT: MR. RAJESH KUMAR AGGARWAL – MANAGING DIRECTOR – INSECTICIDES (INDIA) LIMITED MR. SANDEEP AGGARWAL – CHIEF FINANCIAL OFFICER – INSECTICIDES (INDIA) LIMITED MR. DEVENDRA KUMAR RAY – CHIEF OPERATING OFFICER – INSECTICIDES (INDIA) LIMITED MR. DUSHYANT SOOD – CHIEF MARKETING OFFICER – INSECTICIDES (INDIA) LIMITED Page 1 of 18 Insecticides (India) Limited August 11, 2026 MODERATOR: MS. SEJAL BHATTAR – MUFG INTIME Moderator: Ladies and gentlemen, good day, and welcome to Insecticides (India) Limited Q1 FY27 Earnings Conference Call. As a reminder, all participant lines will be in the listen-only mode and there will be an opportunity for you to ask questions after the presentation concludes. Should you need assistance during this conference call, please signal an operator by pressing star then zero on your touchtone phone. Please note that this conference is being recorded. I now hand the conference over to Ms. Sejal Bhattar from MUFG Intime. Thank you, and over to you, ma'am. Sejal Bhattar: Thank you, and welcome to Q1 and 3 Months FY27 Earnings Call of Insecticides (India) Limited. Today on this call, we have with us Mr. Rajesh Kumar Aggarwal, Managing Director; Mr. Sandeep Aggarwal, Chief Financial Officer; Mr. Devendra Kumar Ray, Chief Operating Officer; and Mr. Dushyant Sood, Chief Marketing Officer. Before we proceed with the call, I would like to give a small disclaimer that this conference may contain certain forward-looking statements, which are based on beliefs, opinions, and expectations of the company as on date. These statements are not guarantee of future performance and involves risks and uncertainties which are difficult to predict. A detailed disclaimer has been given in the company's investor presentation, which is uploaded on the stock exchange. Now, I would like to hand over the conference to the management for the opening remarks. Thank you, and over to you, sir. Rajesh Aggarwal: Thank you. This is Rajesh Aggarwal. Good evening, everyone, and thank you for joining us for the Q1 FY27 Earnings Call. The first quarter of FY27 was shaped by an unusual start of the agricultural season. Channel activity started in March ahead of the anticipated timelines. A delayed and uneven monsoon, coupled with high temperatures across several regions, impacted sowing activity and delayed demand for crop protection products. While this affected industry performance during the quarter, we believe that still there is ample opportunity to recover. With rainfall improving and acreage picking up, we expect agriculture activity to gain momentum in the coming months. Talking about IIL, IIL has established itself as a potential fully integrated agrochemical company. Even in slower environment, the quarter highlighted the importance of building a business that is not dependent on single crop or product category. Page 2 of 18 Insecticides (India) Limited August 11, 2026 Over the last few years, we have focused on creating multiple growth drivers through premium products, R&D, technology partnerships, KAEROS research, international markets. These investments are helping us building a stronger and more diversified growth platform for the future. Within the core business, premiumization continues to gain traction with our Maharatna and Focus Maharatna portfolio contributing around 64% of business. During the quarter, we further strengthened this portfolio through new product launches and collaborations. GRANUVIA and Spinoace, both launched in collaboration with Corteva Agriscience, were introduced through extensive engagement with dealers, distributors, retailers and farmers across the country. We see these products as multiyear opportunities, where increasing farmer acceptance can build meaningful contribution over the coming years. These launches are supported by our continued focus on R&D and technology partnerships. During the quarter, we continued working with Corteva, Nissan and OAT Agrio to access differentiated technologies and molecules. While our internal R&D teams remain focused on developing products suited to the Indian market. Our work with OAT Agrio on a new molecule discovery is also progressing, helping strengthen the pipeline for the coming years. The next step is to translate this product pipeline into wider farmer adoption and this is where our distribution and field engagement become important. During Q1, we conducted more than 3,600 farmer meetings, 600 field days were organized, 1,400 demonstrations and over 15,000 farmer visits were made by the team of IIL, and these were all supported by more than 8,500 distributors and 70,000 retail network. These engagements helped us to maintain strong farmer connect even as the season started later than normal . Talking about our IIL Crop Solutions program, it is an important extension of this approach as it demonstrates complete crop solutions and their economics directly in the farmer field following strong farmer acceptance and demonstrated ROI from the existing 36 plots. We are now planning to double the number of plots while expanding its presence across 14 states and 4 crops. Now rice, cotton, chili, soybean will be using these 4 crops. The objective is to demonstrate efficacy and economics at the field level and create stronger product pool for the differentiated portfolio. Along with the core business, Kaeros Research contributed to make progress during the quarter. More than 40 products are already commercialized. We are expanding its portfolio and distribution footprint while developing B2B and pack-to-pack opportunities. The focus remains on scaling Kaeros into a meaningful second growth platform over the medium term. Page 3 of 18 Insecticides (India) Limited August 11, 2026 Our international business also continued to gain momentum during the quarter with registrations, partnerships and customer opportunities during the developed.--being developed across Latin America, Europe, ASEAN. With this opportunity progressing through including trials, we are taking calibrated approach to establish these relationships before scaling them with the expectation that successful engagement can develop into meaningful medium-term opportunities. Now the sales of the technicals is catching up, and there is good acceptance of these technicals across the world wherever we are going. And we believe that along with the white labelling, our business of technicals is going to flourish in the international market and that will support us in increasing the sales volumes and the sales numbers. On the operating side, crude and petroleum-linked raw material costs remain an area of pressure during the quarter, impacting parts of crop protection value chain. We continue to address this through calibrated pricing, better product mix and increasing contr [Showing first 8,000 characters — download PDF for full document]