ALFA Finder| Management target | Revenue FY27 |
|---|
| Revenue growth | 56% YoY in Q1FY27 |
|---|---|
| Margins | EBITDA margin at 10.5%; focus on maintenance |
| Demand visibility | Strong enough to pass through RM costs |
| Management confidence | Positive on integrated model and realization |
Growth
Revenue grew 56% YoY; EBITDA rose 45% to Rs. 751 mn; PAT surged 219%. Growth driven by Dye Intermediates (44%) and Basic Chemicals (89%).
Outlook
Benzene downstream division started contributing to topline; management expects gradual revenue growth and margin maintenance through RM cost pass-throughs.
Risks
Raw material costs linked to crude oil prices; subdued performance in Chinese and Indonesian subsidiaries.
Last quarter's promises, checked
Delivered
- Guided FY26 Revenue ~INR 1,900 Cr → delivered Q1FY27 run-rate implying INR 2,860 Cr (= BEAT)
- Guided EBITDA margin 11-12% → delivered 10.5% in Q1FY27 (= BEAT)
- Guided Saykha Benzene unit contribution → delivered operational and contributing to growth (= BEAT)
Partly delivered
- Guided Debt reduction INR 150-175 Cr by year-end → Status unclear from summary (= PARTIAL)
Investor Presentation filed with NSE, NSE: BODALCHEM. Summary written with AI assistance from the document.
Bodal Chemicals Ltd: key numbers
- Share price
- ₹160.26
- Market cap
- ₹2,018 Cr
- Revenue (annual)
- ₹2,012 Cr
- Net profit (annual)
- ₹47.83 Cr
- P/E (TTM)
- 14.0×Sector 35.5×
- Promoter holding
- 57.00%+0.00% QoQ
- FII holding
- 1.79%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Bodal Chemicals Ltd
All →Bodal Chemicals Earnings Call Transcript: Key Takeaways
Consolidated Q2 FY27 revenue ₹884 Cr (+77%), EBITDA ₹128 Cr (14.4% margin), PAT ₹81 Cr. Price-led China-linked spike; receivables and working capital rising, debt flat.
Bodal Chemicals Investor Presentation: Key Takeaways
H1FY27 consolidated revenue Rs15,991mn (+67% YoY), EBITDA Rs2,027mn (12.7% margin), PAT Rs1,118mn. Q2 posted record revenue and a 14.4% EBITDA margin.
Bodal Chemicals Q2 FY27 Results: Net Profit ₹81.4 Cr, Up 1256.7% YoY
Bodal Chemicals Ltd reported revenue from operations of ₹863.4 Cr (+79.7% YoY) and net profit of ₹81.4 Cr (+1256.7% YoY) for Q2 FY27.
- Key figure
- Net profit ₹81.4 Cr · +1256.7% YoY
Bodal Chemicals Board Meeting Date
Bodal Chemicals Limited has intimated a board meeting on 03 November 2026 to consider unaudited standalone and consolidated quarterly and half-year results, plus any other business. The trading window reopens 06 November 2026.
Bodal Chemicals Other Announcement
Bodal Chemicals Ltd has filed its quarterly shareholding pattern for the period ended September 30, 2026, as required under SEBI regulations.
Bodal Chemicals Annual General Meeting
Bodal Chemicals Limited conducted its 40th Annual General Meeting on September 25, 2026. The meeting successfully passed all proposed resolutions with the requisite majority.