Synopsis: Nagarjuna Agri-Tech Limited approved its FY26 audited financial results at its Board meeting on May 29,2026, posting a standalone net profit of Rs. 1.57 crore versus a near-dormant base last year. Alongside the earnings turnaround, the board extended the acquisition deadlines for Kolkata-based Kathleen Confectioners, Rafflesia Confectionary, and Aarini Gourmet LLP, thereby marking a bold strategic pivot into India’s high-growth QSR and artisanal bakery segments.
Shares of Nagarjuna Agri Tech Ltd, with a market capitalization of Rs. 151.07 crore, are trading at a price of Rs. 49.28, up 4.99% from its previous closing price of Rs. 46.94. The stock touched an intraday high of Rs. 49.28 and a low of Rs. 47.50. It is trading at a P/E ratio of 96.63. The stock’s VWAP stands at Rs. 49.28, while its 52-week high and low are Rs. 83.34 and Rs. 34.59, respectively. The stock is currently trading within its price band of Rs. 46.82 to Rs. 51.74.
Nagarjuna Agri-Tech Limited, a Telangana-registered and Kolkata-headquartered company listed on the BSE, held its Board meeting on May 29, 2026, revealing a company in the midst of a dramatic strategic reinvention from a near-dormant agri-tech entity to an emerging multi-brand food and QSR platform.
On the financial performance front, the turnaround story for FY26 is striking. Standalone revenue from operations surged to Rs. 51.61 crore for the full year ended March 31, 2026, an astronomical jump from just Rs. 0.61 lakh in FY25, reflecting the company’s aggressive entry into active food trading and distribution operations.
Total standalone income for FY26 stood at Rs. 52.44 crore. Profit after tax (PAT) for the standalone entity came in at Rs. 1.57 crore, a sharp recovery from Rs. 0.46 crore in FY25. Basic and diluted EPS for FY26 stand at Rs. 1.56 versus Rs. 0.49 in FY25—a 218% improvement. For the final quarter (Q4FY26), standalone revenue recorded a massive jump to Rs. 21.48 crore with a PAT of Rs. 1.52 crore, compared to zero revenue and a negligible profit of Rs. 0.05 crore in Q4FY25.
On a consolidated basis which now includes its new subsidiary Allenby Food & Beverages Private Limited, acquired on March 20, 2026 FY26 revenue from operations came in at Rs. 52.59 crore. The subsidiary contributed revenues of Rs. 1.01 crore from its short acquisition window up to March 31, 2026, adding total assets of Rs. 153.61 crore to the group’s balance sheet. Consolidated PAT for the full year stood at Rs. 1.20 crore compared to Rs. 0.46 crore in FY25, representing a 159.4% improvement, with consolidated basic EPS adjusting to Rs. 1.19.
Expanding the QSR & Bakery Footprint
A major highlight of the Board meeting was the company’s decision to extend the final acquisition timelines for three major target food and beverage businesses to September 30, 2026. If successfully completed, these acquisitions will significantly expand Nagarjuna Agri Tech’s market share in the commercial bakery, confectionery, and quick-service restaurant (QSR) segments.
The largest proposed acquisition is Kolkata-based Kathleen Confectionery and Kathleen Food Private Limited, well-known bakery and QSR brands with a legacy of over 40 years and a network of 94 outlets, including both company-owned and franchise stores. The two businesses reported a combined FY24 turnover of over Rs. 12.5 crore. Nagarjuna plans to invest up to Rs. 15 crore to acquire complete ownership and aims to modernise operations, strengthen digital sales channels, and benefit from the growing demand for organised bakery and QSR products in India.
The company is also looking to acquire Rafflesia Confectionery, a bread manufacturer producing products such as white bread, burger buns, and pizza bread. The business reported revenue of Rs. 7.22 crore in FY25 and has been growing at nearly 20% annually. Nagarjuna plans to invest up to Rs. 3 crore to acquire full ownership.
The third target is Aarini Gourmet LLP, an artisanal bakery and confectionery business established in 2022. The company generated revenue of Rs. 3.31 crore in FY25 and has shown strong early growth. Nagarjuna intends to acquire a 60% stake for up to Rs. 3.75 crore.
The company’s balance sheet also reflects a dramatic transformation during FY26. Total standalone assets surged from Rs. 7.17 crore in FY25 to Rs. 208.89 crore in FY26, largely due to investments in subsidiaries worth Rs. 148.23 crore and trade receivables of Rs. 38.11 crore. During the fourth quarter, the company also completed a preferential share allotment, issuing over 2.12 crore equity shares at Rs. 68 per share through a share-swap arrangement as part of its acquisition strategy.
About the Company
Nagarjuna Agri-Tech Limited, with its registered office in Madhapur, Hyderabad and corporate office in Kolkata, is led by Managing Director Rachna Suman Shaw. Originally an agri-tech company incorporated in 1987, the company has pivoted into the food and beverages sector, with subsidiaries and acquisition targets spanning QSR, artisanal bakery, and food distribution segments.
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