DINESH

Rossari Biotech

Latest CMP 503
Today's Change ▲ 1.13%
52-Week High / Low 674 | 378
Price Date: 14-Aug-2026
Recommendation Sell
Target Price 620
Expected Upside 11.1%
Forecast Horizon 2 Years
Historical CAGR -6.1%
1,000 Invested 23-Jul-2020
Today's Value 681
Investment Period 6 Years

Stock Snapshot

Post Results Return
-3.9%
Mild Negative Re-rating
1-Year Target Price
518
2-Year Target Price
620
52-Week High / Low
674 / 378
20-Day Return
-3.0%
Market Cap (Cr.)
2,792
Current PE
20.2
P/BV Ratio
2.1
Dividend Yield
0.1%
Industry PE
41.1

Price Performance

Basis of our Recommendation

Rossari Biotech's management has articulated a clear focus on margin expansion and operational efficiency following significant capital expenditures. The company anticipates a 15% revenue growth in FY27, driven by improved ethylene oxide (EO) availability and strategic investments, including a new facility in Saudi Arabia. This optimism is supported by a disciplined capital allocation strategy and a commitment to enhancing their core B2B business, which continues to outperform the broader market. However, challenges such as raw material volatility and geopolitical uncertainties remain pertinent. Vista's financial outlook reflects stable revenue growth and margins, aligning with management's projections. The company's balance sheet remains conservatively financed, providing a solid foundation for future growth. Industry dynamics, including structural growth in specialty chemicals and competitive pressures, further influence Rossari's outlook. Over the next 12-24 months, key opportunities include leveraging new capacities and expanding into high-growth markets, while watchpoints include input cost volatility and the performance of the Institutional/B2C segments

👍 Why We Like This Stock

  • Management's focus on margin expansion and operational efficiency is expected to drive revenue growth
  • Strategic investments, including a new facility in Saudi Arabia, are anticipated to enhance competitive positioning
  • The company's strong balance sheet supports its growth initiatives and mitigates financial risk

Things To Watch Out For

  • Raw material cost volatility poses a significant risk to profit margins
  • Geopolitical uncertainties, particularly related to the Saudi investment, could impact operational stability
  • Underperformance in the Institutional/B2C segments may hinder overall growth potential

Key Parameters

Balance Sheet Strength
Conservatively Financed
Market Share
Stable
Industry Outlook
Weakening
Analyst View
Strong Buy
Dividend History
Consistent
FII Holdings
Stable

Financial Snapshot

Actuals Forecast
FY24 FY25 FY26 FY27 FY28
Revenue (Cr.) 1,831 2,080 2,396 2,663 2,956
Profit Before Tax (Cr.) 176 185 203 186 223
PBT Margin 9.6% 8.9% 847.2% 7.0% 7.5%
Net Profit (Cr.) 130 126 141 131 156
Earnings Per Share 23.4 22.7 25.4 23.5 28.1

Analyst Recommendations

Broker Recommendation Target Price Date
Deven Choksey ▲ Buy 604 30-Apr-2026
ICICI Securities ▲ Buy 605 21-Jul-2026
Consensus Recommendation ▲ Strong Buy
Consensus Target 605
Coverage 2 Analysts
Analysts' Viewpoint
Rossari Biotech is enhancing its competitive positioning through a strategic focus on margin expansion and capacity utilization after completing significant capex in India. The company's growth is further supported by improved ethylene oxide availability and a strategic investment in Saudi Arabia, expected to commence commercial production in 18 months. However, challenges such as raw-material volatility, limited EO availability, and geopolitical uncertainties in Saudi Arabia present risks to profitability and project timelines.

Company Overview

Show Company Profile

Rossari Biotech Limited manufactures and sells specialty chemicals in India and internationally. It offers soap and detergents; inks, paints, and coatings; ceramics and tiles; pulp and papers; cement; performance additives; and water treatment solutions. The company also provides textile specialty chemicals, such as cotton, polyester, acrylic, wool, silk, nylon, functional finishes, denim, printing, and sustainable solutions; and pet grooming products, which include natural pet shampoos, powders, deodorants, sprays, creams, and floor washing liquids under the Lozalo, Hunger Fills, and Sniffy brand names. In addition, it offers poultry nutrition products comprising vitamin-mineral formulations, toxin binders, individual and cocktail enzymes, liquid nutraceuticals, and supplements or herbal preparations. The company was formerly known as Rossari Labtech and changed its name to Rossari Biotech Limited in December 2003. Rossari Biotech Limited was founded in 1997 and is based in Mumbai, India.