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Earnings Call

Black Rose Industries Earnings Call: Key Takeaways

Black Rose Industries reported a strong Q4 FY26 with 38% revenue growth and 90% EBITDA growth. The company is transitioning from chemical distribution to higher-margin manufacturing of acrylamide and downstream products.

Highlights
Revenue growth38% growth in Q4 FY26.
MarginsEBITDA margins improved to 11% in Q4.
Order bookStrong pipeline for merchant exports noted for upcoming quarters.
Demand visibilitySubdued Q1 near-term demand; strong order pipeline for merchant exports.
Management confidenceHigh confidence in sustaining growth through manufacturing expansion.

Growth

Q4 revenue grew 38% YoY; EBITDA margins improved from 9.7% to 11%. Overall annual revenue saw a minor dip due to chemical price corrections.

Outlook

EBITDA expected to be sustainable; commercialization of PAM solid project planned for FY27; specialty amines project decision pending.

Risks

Geopolitical instability in the Middle East impacting supply chains; unpredictable US tariff policies affecting export demand in oil and gas.

Source

Earnings Call filed with BSE, NSE: BLACKROSE. Summary written with AI assistance from the document.

Read the document ↗

Black Rose Industries Ltd: key numbers

Share price
₹115.55
Market cap
₹589.3 Cr
Revenue (annual)
₹323.0 Cr
Net profit (annual)
₹22.42 Cr
P/E (TTM)
20.6×Sector 41.4×
Promoter holding
75.00%+0.00% QoQ
FII holding
0.00%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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Annual General Meeting

Black Rose Industries Annual General Meeting

Black Rose Industries held its 36th Annual General Meeting. Shareholders discussed and considered ordinary and special business items, including dividend declaration and auditor remuneration ratification.

16:05 IST BSE
Financial Results

Black Rose Industries Q4 FY26 Results: Net Profit ₹9.4 Cr, Up 54.1% YoY

Black Rose Industries Ltd reported revenue from operations of ₹104 Cr (+26.2% YoY) and net profit of ₹9.4 Cr (+54.1% YoY) for Q4 FY26.

Key figure
Net profit ₹9.4 Cr · +54.1% YoY