India · Delayed Price · Currency is INR Himadri Speciality Chemical Earnings Call Transcripts
Fiscal Year 2027
-
Revenue grew 28% year-over-year to INR 1,432 crore with strong EBITDA and PAT margins. Major CapEx in advanced materials, battery components, and specialty chemicals is fully funded by free cash flow. Strategic investments and product mix shift are expected to drive future growth and profitability.
Fiscal Year 2026
-
Record FY 2026 results with highest ever EBITDA and PAT, driven by value-added products, new specialty carbon black and anode facilities, and Birla Tyres revival. Strong margin outlook, global expansion, and disciplined capital allocation position the company for sustained growth.
-
Strong financial growth with PAT up 41% YoY for nine months FY2026, driven by high-value product focus and capacity expansions. Battery materials and specialty chemicals projects are on track, with all future growth to be funded by internal accruals and no further dilution or debt.
-
Record Q2 and H1 profitability driven by high-value specialty products and operational efficiency, despite lower revenue from raw material price corrections and deferred exports. Capacity expansions in carbon black and coal tar pitch, strong sustainability credentials, and robust demand position the company for double-digit growth and margin sustainability.
-
Record Q1 FY26 EBITDA and PAT were achieved through high-value product sales and operational efficiencies, despite lower revenue from raw material price corrections. Major expansions in specialty carbon black, battery materials, and Birla Tyres are set to drive growth, with net profit targeted to double by FY27.
Fiscal Year 2025
-
FY25 saw double-digit growth in revenue, EBITDA, and PAT, driven by specialty products and operational efficiency. Major capacity expansions in carbon black and LFP cathode materials are underway, with strong export momentum and a robust balance sheet supporting future growth.