India · Delayed Price · Currency is INR PCBL Chemical Earnings Call Transcripts
Fiscal Year 2026
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Q4 FY 2026 saw resilient domestic growth and early signs of recovery despite global headwinds, with double-digit EBITDA growth and high-single-digit volume growth expected in FY 2027. Strategic expansions, cost initiatives, and new market access position the company for robust performance.
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Q3 FY 2026 saw lower profitability due to export headwinds and industry overcapacity, but domestic demand and new trade deals support a positive outlook. Cost optimization, capacity expansions, and sustainability initiatives are underway, with strong guidance for volume and margin growth in coming years.
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Carbon Black volumes and capacity utilization reached record highs, but margins were pressured by US tariffs and global softness. Aquapharm delivered steady growth, with new products and capacity expansions supporting a positive outlook. EBITDA recovery is expected as market headwinds ease.
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Q1 FY26 saw stable performance with revenue of INR 2,114 crore and EBITDA of INR 325 crore, driven by volume growth in both carbon black and Aquapharm segments. Strategic expansions, new patents, and capacity additions position the company for long-term growth despite global uncertainties.
Fiscal Year 2025
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Record FY25 performance with highest-ever EBITDA, sales, and power generation. Aquapharm integration progressing, with strong improvement expected in FY26. Capacity expansions and new specialty products to drive future growth, despite global volatility and margin pressures.
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Q3 saw 21% revenue growth and 15% EBITDA rise year-on-year, with strong capacity utilization and ongoing expansion projects. Specialty and export segments are growing, despite industry headwinds and margin pressures from Russian imports. PAT growth and lower finance costs are expected next year.
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Carbon black and chemicals businesses delivered strong year-on-year growth in revenue, EBITDA, and export volumes, supported by capacity expansions and integration of Aquapharm. Aggressive capex and R&D investments are set to drive further growth, with battery chemicals and specialty segments offering high-margin opportunities.
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Record Q1 FY25 results with 59% revenue and 72% EBITDA growth, driven by strong Carbon Black and Aquapharm performance. Aggressive capacity expansion and efficiency initiatives support 9.5%-10% CAGR volume growth outlook, with significant export gains in Europe and robust long-term profitability targets.