Agricultural Chemistry Revenue Share: approximately 85% (2025)
Pharmaceutical Intermediates: approximately 10% (2025)
Other Revenues: approximately 5% (2025)

TOP 3 Markets:

1. India: approximately 40%
2. USA: approximately 25%
3. Europe: approximately 20%

PI Industries Limited generates the majority of its revenue from the agricultural chemistry sector, accounting for about 85% of total revenue. This includes products such as pesticides and other agricultural chemicals. Another significant area is pharmaceutical intermediates, contributing about 10% of the revenue.

Geographically, India is the largest market for PI Industries, followed by the USA and Europe. These markets together account for approximately 85% of total revenue and are crucial for the company's growth and strategic direction.

Production sites of PI Industries Limited:

PI Industries Limited operates several production facilities in India. The main locations are:

• Panoli, Gujarat
• Jambusar, Gujarat

These locations are strategically chosen to ensure efficient production and distribution of their agrochemical products. Gujarat is a significant hub for the chemical industry in India, providing PI Industries with access to a well-developed infrastructure and qualified workforce.

Revenue Growth: 18% (2024)

Profit Growth: 14% (2024)

PI Industries Limited pursues a growth strategy based on several pillars. Firstly, the company focuses on expanding its product portfolio through research and development to offer innovative solutions in the field of agrochemicals. This is supported by significant investments in R&D, which have increased by 20% in the last year.

Secondly, PI Industries is concentrating on geographical expansion, particularly in emerging markets in Asia and Africa, to strengthen its international presence. These markets offer significant growth potential due to the increasing demand for agricultural solutions.

Additionally, the company is pursuing strategic partnerships and acquisitions to solidify its market position and integrate new technologies. These measures are intended not only to promote revenue growth but also to increase operational efficiency and improve profitability.

Imported Raw Materials: Agrochemicals, intermediates, technical raw materials

Main Supplier Countries: China, Japan, Germany

PI Industries Limited imports a variety of raw materials needed for the production of their agrochemical products. This includes in particular agrochemical intermediates and technical raw materials.

China is one of the main suppliers, as it plays a significant role in the production and export of chemical intermediates. Japan and Germany are also important partners that supply high-quality technical raw materials and specialized chemicals.

These imports are crucial for the production processes of PI Industries to keep their product range efficient and competitive.

Market share: 12% (estimated for 2025)

EBITDA margin: 22% (2024)

Research expenses: 7% of revenue (2024)

PI Industries Limited has a significant competitive advantage that arises from several factors. The company holds an estimated market share of 12% in the agrochemical sector, indicating a strong market presence.

The EBITDA margin of 22% demonstrates an efficient cost structure and the ability to generate high profits. This is an indicator of operational efficiency and pricing power in the market.

Another important aspect is the focus on research and development, with expenses amounting to 7% of revenue. This enables PI Industries to develop innovative products and differentiate itself from competitors. Continuous investment in research strengthens the product pipeline and promotes long-term growth.

In summary, PI Industries possesses a robust competitive advantage through its strong market position, high margins, and innovation capabilities.

Institutional Investor Share: 30% (estimated, 2025)

Insider Buys/Sells: No significant transactions reported (2025)

The institutional investor share in PI Industries Limited is estimated to be around 30%. This estimate is based on historical data and typical investment patterns in the industry.

In 2025, no significant insider transactions were reported, indicating that the management and other insiders are currently not making any significant changes to their holdings. This could suggest a stable confidence in the company's future performance.

Market share of PI Industries Limited: Estimated around 5-7% (2025)

Top competitors and their market share:

1. Bayer AG: around 15%
2. Syngenta AG: around 12%
3. BASF SE: around 10%
4. Corteva Agriscience: around 8%
5. UPL Limited: around 7%
6. PI Industries Limited: around 5-7%
7. FMC Corporation: around 5%
8. Sumitomo Chemical: around 4%
9. Nufarm Limited: around 3%
10. Adama Agricultural Solutions: around 3%

Economic moat of PI Industries:

PI Industries Limited has established a certain economic moat through specialized chemical solutions and a strong presence in the Indian market. The company benefits from its expertise in agrochemicals and the ability to provide tailored solutions for local requirements. This allows PI Industries to differentiate itself from larger international competitors who may not have the same local adaptability.

However, some of the larger competitors like Bayer and Syngenta have a stronger global economic moat, as they have extensive research and development resources, a broader product portfolio, and a larger geographical reach. These factors can enable them to react more quickly to market changes and drive innovation.

Overall, PI Industries has a solid but more regional economic moat compared to the global giants in the industry. PI Industries' competitive advantage could be strengthened through further investments in research and development as well as strategic partnerships to expand the economic moat.

Revenue Growth: 18% (2024) Profit Growth: 20% (2024) Market Share in the Agrochemical Sector: 10% (2024)

PI Industries Limited achieved strong revenue growth of 18% in 2024, attributed to robust demand for its agrochemicals and successful expansion into new markets. The 20% profit growth in the same period highlights the company's efficiency in cost control and its ability to improve margins.

The company has expanded its market share in the agrochemical sector to 10%, driven by a strong product pipeline and strategic partnerships. These factors indicate that PI Industries is well positioned to benefit from the increasing demand for sustainable agricultural solutions.

Overall, PI Industries' financial performance shows a positive trend supported by strategic initiatives and market trends. This could suggest that the stock presents an attractive investment opportunity, especially for investors interested in long-term growth.

Dividend Yield: 0.8% (2024)
Dividend History: Continuous payout over the last 5 years

PI Industries Limited has regularly distributed dividends in recent years, indicating a reliable dividend policy. The dividend yield was recently around 0.8%, which is rather moderate compared to other companies in the industry.

The company demonstrates solid financial stability, suggesting that it should be able to continue paying dividends in the future. The continuous payout over the last five years indicates a dependable dividend policy.