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IndiaPulse

Nirman Agri Genetics Ltd. (NIRMAN)

SME Cap

Consumer stocks · SME cap · NSE

Nirman Agri Genetics Limited (NAGL) is an organized Agri-Input Company in India, engaged in production, processing, and marketing of high-quality hybrid seeds, pesticides, bio-organic products, micronutrients, and bio products. It focuses on developing superior yield potential, drought tolerance, and pest/disease resistance in seeds.

₹28.3
-0.05 · -0.18%
Quote04 Sept, 03:31 pm IST
Fundamentals22 Aug 2026 · screener
Score05 Sept, 10:20 pm IST · v4.3-runtime-valuation
Tags24 Apr 2026
Coverage12/14 · 86%
Valuation2026-07-20 · Rf 6.8% · Consumer P/E 23.3 (n=433)
Data confidence
Fresh enough for analysis
Investor decision lenses

One read, four checks

75+ is strong, 60-74 is usable, 45-59 is mixed, and below 45 needs caution. These are research lenses, not buy/sell instructions.

Investable fundamentals, management trust needs verification, price trend argues for patience, and recent execution is mixed.

Suggested next step
Research, do not rush
The four lenses are not strongly aligned. Compare peers and wait for a cleaner setup.
U-Score
UNDERVALUED
62

Fundamental lens: valuation, quality, growth, balance sheet, and cash flow.

Trust
Mixed Trust
55

low confidence · 0/0 claims checked

Technical
Bearish
32

Timing lens: price trend and sector relative strength.

Result consistency
mixed
62

Rolling lens: recent quarterly delivery, not the latest single-result score.

Latest result

Quarter ended 31 Mar 2026

Bad · 0/100

PAT -50% YoY · margin compression · Rev +28% YoY

Filed 31 Mar 2026
Open results browser →
MetricThis quarterYoYQoQ
Revenue₹50 Cr+28.2%-65.8%
EBITDA₹4 Cr-73.3%-73.3%
Operating margin7.0%-500 bps-300 bps
PAT₹3 Cr-50.0%-80.0%
PAT margin6.0%-529 bps-427 bps

NDF means not disclosed in the current structured filing feed. It is intentionally not treated as zero.

Business & thesis

Growth engines, tailwinds/headwinds, and risk radar from management commentary

Business and thesis

Where growth can come from, and what can break the case

Thesis intactReviewed 2026-08-20T08:41:10.674Z
Management commentary snapshot

Nirman Agri Genetics reports exceptional Q3 FY25 results with Total Income surging 223.26% YoY to ₹6107.20 Lacs, driven by strong market demand. EBITDA increased 124.71% and Net Profit rose 114% YoY, reflecting effective sales and operational efficiency.

The company delivered robust financial performance in Q3 and 9M FY25, demonstrating significant YoY growth in revenue and profitability. This strong showing is attributed to effective sales strategies and market demand, supported by new processing capacity and favorable government policies for the agriculture sector.

Growth engines

High-Yielding Hybrid Seeds

Developing high-yielding and resilient hybrid seeds is a core strategy to produce significantly more output per unit of land compared to traditional varieties.

Integrated Crop Solutions

The company aims to be a leading provider of crop solutions, moving beyond seed production to offer integrated offerings like micronutrients, bioproducts, and crop management tools.

Market Expansion & Penetration

Nirman seeks to increase its market reach geographically by expanding distribution networks within India and potentially exploring international markets.

Technology Adoption

The company embraces digital technologies such as precision agriculture, data analytics, and digital platforms to connect with farmers and offer customized solutions.

Capacity and execution

New Processing Plant Commissioned

Nirman Agri Genetics Ltd has successfully set up a new high-end processing plant with a capacity of 10 tons per hour.

Enhanced Production Capacity

This strategic expansion aims to boost margins and revenues by enhancing production and processing capacity across all product lines.

Tailwinds

Growing Global Demand for Food

With a rising global population and changing dietary habits, the demand for food is consistently increasing, creating a strong and stable market for agricultural products.

Government Initiatives & Budget Support

The Union Budget 2025-26 emphasizes regenerative agriculture, inclusive growth, and enhanced access to agricultural credit, with schemes like PM Dhan-Dhaanya Krishi Yojana.

Technological Advancements in Agriculture

The agriculture sector is undergoing a significant technological transformation and product improvements, including innovations in biotechnology.

Increased Agricultural Exports

India's agricultural exports reached $53.1 Bn in FY22-23, with 18 out of 23 principal commodities in APEDA's export basket showing positive growth during April–December 2023.

Risk radar

Reliance on Forward-Looking Statements

Actual results may differ materially from forward-looking statements due to future changes in business, competitive environment, and the ability to implement strategies and initiatives.

Market & Regulatory Environment Changes

Future developments in the competitive and regulatory environment, and political, economic, regulatory, and social conditions in India can impact actual results.

Management accountability

What management said, and what results must prove

Management accountability

What management said, and what results must prove

Issuer guidance and extracted claims are tracked against later reported outcomes. Treat these as management statements, not IndiaPulse forecasts.

Analyst reading lens
Compare YOY

The investor presentation explicitly provides financial comparisons for Q3 FY25 versus Q3 FY24, and 9M FY25 versus 9M FY24, highlighting significant year-on-year growth percentages for key metrics. No sequential quarterly data is provided.

Sector KPIs management disclosed

Capacity Enhancement

A new high-end processing plant with a capacity of 10 tons per hour has been successfully set up, enhancing production and processing capacity across all product lines.

Market Reach Expansion

Market expansion is a key objective, seeking to increase market reach geographically by expanding distribution networks within India and potentially exploring international markets.

Productivity Improvement

High-yielding, disease-resistant, drought-tolerant hybrid seed varieties are offered to help farmers achieve better yields and higher-quality produce.

Sustainable Practices Adoption

The company promotes sustainable farming practices like conservation tillage, crop rotation, and integrated pest management to improve soil health and reduce water usage.

Management forward view

Confidence in Positive Momentum

Mr. Pranav Bagal, Managing Director, states, 'We are confident in our ability to continue this positive momentum.'

Commitment to Operational Efficiency

Management highlights that improvements in EBITDA and Net Profit demonstrate their commitment to operational efficiency and maximizing shareholder value.

Empowering Farmers

The company's mission is to empower farmers, making their journey easier and more rewarding by providing tools and guidance.

Thesis monitor

Numbers and claims to verify in the next filings

CheckpointCurrent evidenceWhat to verify next
Revenue Growth₹6107.20 Lacs (Q3 FY25)Sustained high growth rates in total income, indicating continued market penetration and demand for integrated crop solutions.
Net Profit Growth₹673.02 Lacs (Q3 FY25)Monitoring net profit margins for efficiency gains and effective cost management as operations scale with new capacity.
Capacity Utilization10 tons per hour (new plant capacity)Tracking the ramp-up and utilization rates of the new processing plant to ensure efficient capital deployment and production optimization.
Impact of Government SchemesPM Dhan-Dhaanya Krishi YojanaAssessing the tangible benefits and increased demand generated from government initiatives in targeted agricultural districts.

Verification checkpoints are IndiaPulse research interpretation, not investment advice.

Technical timing lens

Trend score and candlestick chart

32Bearish

full bear SMA stack · SMA20 -21.9% / mo · MACD + · near 52W low

Stock trend: 24
Sector RS: 45
Sector 3M: -2.3% vs Nifty -1.5%

Technical chart

NIRMANdaily · 1Y · AUTO-42.4%
Latest close ₹28.30 on 2026-09-04
Bar
-2.4%
RSI
32
MACD hist
0.16
52W pos
0%
2026-09-04O ₹29.00H ₹29.50L ₹28.20C ₹28.30Vol 12,300 sh
₹26.32₹35.58₹44.84₹54.10₹63.3652L28.302026-03VolRSIMACD2026-032026-042026-062026-072026-09
Up bar
Down bar
EMA 20
EMA 50
Volume + 20D avg
Result date
RSI(14)
MACD / signal

Daily technical trend read

Mixed signals

Signals are conflicting — long-term trend down. RSI 32. Wait for confirmation.

  • Price < SMA20 < SMA50 < SMA200 — full bearish stack.
  • SMA20 falling (~28.1% over last month) — short-term momentum negative.
  • RSI(14) at 32 — sideways, no extreme reading.
  • MACD above signal, histogram expanding — bullish momentum building.
  • Within 5% of 52-week low — testing support.

Mechanical read from the price + indicator series above. Not a recommendation — technical setups can reverse without warning, especially around earnings and macro events.

Valuation & score drivers

U-Score 62 · UNDERVALUED · pillar breakdown, sector model, fair-value anchor

62U-SCORE
Deep Value

Fundamental score breakdown

UNDERVALUED
Valuation30/30
Growth21/25
Quality7/20
Balance Sheet9/15
Cash Flow0/10
Piotroski
6/9 (+3)
Penalties
-8
Raw sum
62

Why this score?

Top U-Score contributors and drags from the latest stored fundamentals.

62/100 · UNDERVALUED

Positive drivers

  • Fair-value margin of safety is positive at 96.3%.
  • Valuation contributes 30/30 to the score.
  • Growth contributes 21/25 to the score.

Main drags

  • Penalty bucket subtracts 8 points.
  • Cash flow is weaker at 0/10; verify the latest quarterly trend.
  • Quality is weaker at 7/20; verify the latest quarterly trend.
Sector valuation model

Consumer valuation: PE/PEG and brand-quality premium

Consumer franchises can deserve higher multiples, but only when growth quality supports them.

Consumer PE/PEG
Primary lens
PE and PEG relative to growth, ROE, margins, and brand strength.
Secondary checks
Volume growth, pricing power, distribution, same-store or category growth.
Main risk check
Premium valuation needs durable growth and margin resilience.
PE
1.3
PB
0.2
EV/EBITDA
1.2
ROE
14.8%
ROCE
15.2%
FCF Yield
Debt/Equity
0.0
MoS
+96.3%
Score movement

Stored run vs live recompute

This shows the stored score trend when snapshots exist, and also compares the latest stored nightly score with a live recompute from current fundamentals and price.

Stored run: 05 Sept 2026
v4.3-runtime-valuation
Final score
62
Previous: 62
Verdict
UNDERVALUED
Previous: UNDERVALUED
Margin of safety
+96.3%
Previous: +96.3%

Score history

12 stored score snapshots. Latest stored move: +0 points.

05 Sept 2026
v4.3-runtime-valuation
62
62
63
62
62
62
63
63
63
62
62
62

Factor attribution

No pillar movement versus the latest stored run. Historical score trend will appear after snapshot storage is enabled.

Modelled fair value

Graham Number
₹280.48
+89.9% MoS
Growth-justified P/E
35.0
Growth-justified Value
₹768.55
+96.3% MoS
PEG
0.01

Trust score

Does management behaviour match later outcomes? Claim delivery, forensic breakdown, evidence depth

Trust Score
55Mixed Trust · low confidenceTrust Lite

Trust asks: does management behaviour match later outcomes? Higher is better, but confidence and evidence depth matter as much as the number.

Mixed Trust: Claim history is still being built. It ranks around the 16th percentile of the scored universe and 18th percentile within Consumer. Main check: cash conversion is weak at 28/100.

Mixed Trust Lite: Promoter pledge is zero. Key concern: Promoter holding fell 12%.

Computed 05 Sept 2026
management-trust-v1
8 docs text-extracted · 1 concalls text-extracted
Score band
Mixed Trust

Usable, but needs evidence. Treat guidance with a margin of safety.

Relative rank
16th percentile

overall median 67 · Consumer: 18th pctile, median 66 · SME: 16th pctile, median 64

Evidence depth
Financial-only

8 documents have extracted text, but claim history is not strong enough yet.

Claim delivery
Outcome history still building

0 claims extracted · No contradicted claim yet

How to read this Trust Score

Mixed Trust · low confidence
What it measures
Reliability of management and financial delivery, using financial behaviour only.
Confidence
Treat this as an early read until more concalls and outcomes are matched.
Investor use
Needs extra due diligence; demand valuation comfort and recent improvement.

Read Trust alongside U-Score, result consistency, and technical trend. A cheap stock with weak Trust needs a larger margin of safety; a high Trust score does not make an expensive stock attractive by itself.

Forensic breakdown

Read low sub-scores as due-diligence warnings, not automatic sell signals.

Promoter
48
watch · holding, pledge, alignment
Cash flow
28
weak · profit to cash conversion
Balance sheet
88
strong · leverage and solvency
Discipline
58
watch · capital discipline
Results
62
acceptable · quarterly consistency

Trust positives

  • Promoter pledge is zero.
  • Debt/equity is 0.00.
  • 4/4 latest quarters had positive YoY revenue growth.
  • 3/4 latest quarters had positive YoY PAT growth.

Trust risks

  • Promoter holding fell 12%.
  • Operating cash flow is negative at ₹-24 Cr.
  • Promoter holding is only 15%.
  • Only 1 years of positive FCF.

Trust Lite uses financial behaviour only. Prefer claim-tested Trust when enough concall claims have later outcomes.

Financials

Full fundamentals table and 10-year revenue / profit / ROE history

Fundamentals

Valuation

P/E
1.32
P/B
0.18
EV/EBITDA
1.17
Market Cap
23.30Cr

Profitability

ROE
14.80%
ROCE
15.20%
ROA
13.95%
Dividend Y
6.88%

Growth (CAGR)

Revenue 5Y
120.00%
EPS 5Y
223.00%
Revenue 3Y
90.00%
EPS 3Y
64.00%

Balance Sheet

Debt/Equity
0.00
Interest Coverage
Altman Z
9.67
Book Value
159.00

Cash Flow

FCF Yield
FCF Positive Y
1/5
OCF
-24.00 Cr
EPS TTM
21.99

Shareholding

Promoter Hold
15.00%
Promoter Pledge
0.00%
Momentum 52W
0%

Financial History

Updated 5/9/2026

Revenue

₹ Cr
No data

Net Profit

₹ Cr
No data

Return on Equity

%
No data

Peers

Business-comparable names in Consumer, ranked by similarity

Verify on:NSE India ↗
All information is for study purposes only. For investment decisions, consult your financial advisor. See Playbook for methodology.