Zuari Industries Earnings Call Transcript FY25

  • Zuari Industries Earnings Call Transcript FY25

  • Strong presence in the agri-chemical sector, heavy engineering, lifestyle products, real estate and infrastructure
  • Value of listed investments crosses 4700 cr
  • The biggest subsidiary of the company is Zuari Infraworld, which operates in the field of real estate
    • In real estate business, unlocking strong value for investors through development of diverse and high potential portfolio.
    • Flagship project, St. Regis Financial Centre Road project in Dubai is fully sold out. 
      • It is a mega-development, ultra-premium luxury, 232 units. Racing ahead for completion, ahead of schedule and plan to complete it by January 2026. 
      • This certainly has given a lot of confidence and believe that it has laid the foundation for a significant growth in our real estate portfolio. 
    • In Goa, hold substantial land, close to 400 acres, precisely 381 acres of land which is under monetisation and as and when an opportunity presents,will be monetising this land in Goa.
    • In real estate, land monetization efforts have been impacted by the regulatory uncertainties in the state of Goa. 
    • However, on operational project performance, Zuari Infraworld, the real estate arm or subsidiary of the company, achieved a full sell-out of St. Regis Residences project in Dubai and transitioned to an asset-light model with new development management mandates being signed in Hyderabad and Kolkata.
  • The biggest division of the company is its sugar, power and ethanol division, which is based in Lakhimpur, Aira in Uttar Pradesh, where the facility of crushing 10,000 tons per day of sugarcane.
    • Have a distillery which operates at a capacity of 125 KLPD and have 22 megawatt of power export capability in that location.
  • Operate an oil tanking business through a 50-50 joint venture with Adani Ventures in Goa
  • Sugar is the largest contributor which accounts for 69% of revenue in the previous financial year, which was supported by 10,000 TCD capacity.
    • Government's push towards a 30% ethanol blending target by 2030 has injected fresh momentum into the sector after reaching the 20% mark in April 2025
  • Established a Bioethanol joint venture with Envien International and is building the first grain-based distillery project in Lakhimpur. 
    • It is a 180 KLPD bioethanol project with an outlay of about 300 crores.
  • Footprint in agrochemicals has over five decades of expertise and is backed by holdings in Chambal Fertilisers, Zuari Agrochemicals, Mangalore Chemicals and Fertilisers directly and through Zuari Agrochemicals once again into Paradeep Phosphates Limited (PPL) and Mangalore Chemicals and Fertilisers. 
    • All key players in India's agricultural input space.
  • In the infrastructure and engineering domain, invested through Texmaco Infrastructure and Holdings Limited and Texmaco Rail and Engineering. 
    • This gives exposure to railways and real estate. 
    • Also, part of comprehensive corporate network framework are the strategic ventures hold across various service sectors. 
  • In trading, operate through Zuari International Limited in Management Services via Zuari Management Services and Engineering Construction through Simon India Limited. 

 Thank you for contacting Rounaq! Please let us know how we can help you. 

Whatsapp: 7838491131

SEBI registered RA : Rounaq Bakshi
Waheguru

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