GRM Overseas Q4 revenue doubles to ₹597 cr, but EBITDA margin halves to 5%

Rice exporter GRM Overseas (Kamdhenu, Chef brands) posted Q4FY26 revenue of ₹597.20 cr, up 104.94% YoY, while net profit rose 5.51% to ₹21.61 cr. EBITDA margin compressed sharply to 5.00% from 11.20%. FY26 PAT climbed 21.39% to ₹74.34 cr on revenue of ₹1,769.20 cr (+31.22%). Stock at ₹160.05, up 58% YoY.

— Source publishedSat, 30 May, 2026, 13:38 IST·First seen Sat, 30 May, 2026, 13:47 IST·Source Mint · Markets

What happened

Rice exporter GRM Overseas (brands Kamdhenu, Chef) reported Q4FY26 revenue doubling to ₹597 cr but EBITDA margin halved to 5%. FY26 PAT rose 21% to ₹74 cr;

Key facts

  • Q4 net profit ₹21.61 cr (+5.51%)
  • Q4 revenue ₹597.20 cr (+104.94%)
  • Q4 EBITDA ₹30 cr
  • EBITDA margin 5.00% vs 11.20%
  • FY26 PAT ₹74.34 cr (+21.39%)
  • FY26 revenue ₹1,769.20 cr (+31.22%)
  • stock ₹160.05

Why this matters

GRM's scale-up of Kamdhenu/Chef brands at thin 5% EBITDA margins suggests vulnerability to consolidation or strategic capital from players who can fix the margin structure.