India · Delayed Price · Currency is INR Himadri Speciality Chemical Earnings Call Transcripts
Fiscal Year 2026
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Record FY 2026 results with highest ever EBITDA and PAT, driven by value-added products, specialty carbon black expansion, and strategic moves in lithium-ion battery materials. Strong outlook with margin sustainability, global market growth, and disciplined capital allocation.
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Strong Q3 and nine-month FY2026 results with PAT up 41% YoY, driven by value-added products and operational excellence. Specialty Carbon Black expansion, new export corridors, and battery materials projects position the company for sustained growth, with all future investments funded by internal accruals.
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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.
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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
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Revenue grew 10% and PAT rose 36% in FY25, driven by specialty products and operational efficiency. Major expansions in carbon black, specialty chemicals, and LFP battery materials are underway, with PAT expected to exceed INR 800 crore by FY27.