India · Delayed Price · Currency is INR Privi Speciality Chemicals Earnings Call Transcripts
Fiscal Year 2026
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Revenue grew 21.7% and EBITDA 40.4% YoY in FY 2025-26, with margins at 25.8% and PAT up 75%. Capacity expansions, new specialty products, and a profitable JV drive a strong outlook, targeting 20% growth and sustained margins.
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Reported 24% YoY revenue growth and 25%+ EBITDA margins for Q3 and nine months, with strong operational efficiency and robust export demand. Capacity expansion and new product launches are on track, targeting INR 5,000 crore revenue and INR 1,000 crore EBITDA in 3-4 years.
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Record Q2 and H1 FY2026 results with 26% YoY revenue growth and 59% YoY EBITDA growth, driven by flagship and new products, high capacity utilization, and strong demand across global and domestic markets. Capacity expansion and product diversification support a robust outlook.
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Q1 FY26 saw 22% revenue growth and 45% EBITDA growth, with margins at 24.8%. Capacity expansions, strong ESG performance, and a merger are set to drive 20% annual growth and INR 5,000 crore revenue in 3–5 years. Gross margins and efficiency gains remain robust.
Fiscal Year 2025
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Record FY25 results with 19% revenue and 37% EBITDA growth, driven by process improvements, new products, and strong export demand. Margins are expected to remain above 20% as capacity expands and value-added products increase. CapEx of INR 250-300 crore planned for further growth.
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Q3 and nine months FY25 saw strong revenue and margin growth, driven by higher yields, product mix, and capacity enhancements. 70% of business is contracted, supporting a bullish 20% growth outlook for FY26, with new products and capex expansion underway.