DINESH

Sharda Cropchem

Industry: Agribusiness
Latest CMP 786
Today's Change ▼ -0.79%
52-Week High / Low 1,242 | 749
Price Date: 14-Aug-2026
Recommendation Strong Buy
Target Price 1,230
Expected Upside 25.1%
Forecast Horizon 2 Years
Historical CAGR 12.6%
1,000 Invested 23-Sep-2014
Today's Value 4,105
Investment Period 12 Years

Stock Snapshot

Post Results Return
-8.5%
Mild Negative Re-rating
1-Year Target Price
1,068
2-Year Target Price
1,230
52-Week High / Low
1,242 / 749
20-Day Return
-10.2%
Market Cap (Cr.)
7,093
Current PE
11.0
P/BV Ratio
2.3
Dividend Yield
1.1%
Industry PE
22.1

Price Performance

Basis of our Recommendation

Sharda Cropchem's management has expressed a confident outlook for FY27, projecting revenue growth of 10-15% and stable gross margins around 35%. This optimism is underpinned by a robust registration pipeline of 1,004 pending applications, which is expected to drive future product launches and market entries, particularly in North America and Latin America. The company's asset-light, IP-driven model allows for scalable growth with limited capital requirements, positioning it well to capitalize on structural tailwinds in the global crop protection industry. Despite facing geopolitical risks and forex volatility, Sharda's debt-free balance sheet and strong cash position provide a solid foundation for long-term expansion. Vista's financial outlook reflects these developments, anticipating moderate revenue growth and stable margins, supported by improving pricing power in the agribusiness sector. The expected upside remains attractive, with a 12-month target price of approximately 1,097.45. Over the next 12-24 months, key opportunities include leveraging the extensive registration portfolio and expanding market presence, while watchpoints include potential delays in product registrations and external supply chain dependencies

👍 Why We Like This Stock

  • Management projects revenue growth of 10-15% for FY27, driven by a robust registration pipeline and improving pricing
  • The company's asset-light, IP-driven model allows for scalable growth with limited capital requirements, enhancing its competitive position
  • A debt-free balance sheet provides financial stability, enabling strategic investments and long-term expansion

Things To Watch Out For

  • Geopolitical instability and forex volatility pose risks to operational performance and profitability
  • Delays in converting the substantial product registration pipeline could hinder growth expectations
  • Cautious investor sentiment may impact stock performance despite attractive valuation metrics

Key Parameters

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

Financial Snapshot

Actuals Forecast
FY24 FY25 FY26 FY27 FY28
Revenue (Cr.) 3,163 4,320 5,268 5,158 5,714
Profit Before Tax (Cr.) 72 371 856 939 1,033
PBT Margin 2.3% 8.6% 1624.9% 18.2% 18.1%
Net Profit (Cr.) 43 319 708 781 859
Earnings Per Share 4.8 35.4 78.5 86.5 95.3

Analyst Recommendations

Broker Recommendation Target Price Date
Anand Rathi ▲ Buy 1,350 31-Jul-2026
Khambatta Securities ▲ Buy 1,325 18-May-2026
Consensus Recommendation ▲ Strong Buy
Consensus Target 1,350
Coverage 2 Analysts
Analysts' Viewpoint
Sharda Cropchem's strategic focus on its extensive registration portfolio and operational efficiencies underpins its positive growth trajectory, even amidst regional challenges in Europe. The company's debt-free balance sheet and strong cash position provide a solid foundation for long-term expansion. While geopolitical instability and reliance on external suppliers pose risks, management remains optimistic about consistent volume growth and stable margins, supported by anticipated normalization of European demand and price hikes throughout FY27.

Company Overview

Show Company Profile

Sharda Cropchem Limited, a crop protection chemical company, provides various formulations and generic active ingredients worldwide. It offers agrochemical products, including insecticides, fungicides, herbicides, veterinary drugs, plant growth regulators, fumigants, regulators, rodenticides, metalaxyl, propiconazole, phenthoate, pendimethalin, and dithianon; and biocides. The company also provides conveyor belts, such as textile ply, rough top, steel cord, chevron/pattern, elevator, sidewall, pipe, and PVC/PVG solid woven conveyor belts, as well as cotton transmission belts, PVC and polyurethane light duty belting products, and V-belts. In addition, it offers industrial chemicals used in water treatment, food and food ingredients, and other industrial applications; and dyes and dye intermediates, as well as general chemicals. Further, the company supplies and distributes pharmaceuticals and intermediates products, including prothioconazole, azoxystrobin, P-nitrophenol - parathion-methyl, 2,4-dichloroacetophenone - propiconazole, cyclopropanecarboxylic acid - trinexapac-ethyl, and P-fluorobenzaledehyde - cyfluthrin. Sharda Cropchem Limited was founded in 1987 and is based in Mumbai, India.