| Revenue growth | H1 +32%; Q2 +31% YoY |
|---|---|
| Margins | EBITDA margin 12.4% vs 16.0%; PBT margin 10.9% vs 14.0% |
| Order book | Water Technologies order book growth 28% |
| Demand visibility | Water Technologies order book growth momentum cited |
| Management confidence | Positive revenue outlook; no figures |
Growth
H1 revenue +32% YoY. Q2 FY27 ₹95.8 Cr vs ₹73.0 Cr (+31%). Q2 EBITDA ₹8.4 Cr vs ₹11.1 Cr.
Outlook
No quantified guidance. Management says revenue outlook positive across all business units.
Risks
Extreme material cost volatility eroding profitability. Material costs 56% of expenses vs 46% last year.
Last quarter's promises, checked
Delivered
- Water ~10% volume growth Q1 → total MT +34% YoY (water-only not disclosed) (= BEAT)
- Revenue growth positive all BUs → H1 rev +32%; water +28%, constr +30%, distrib +86%, cleaning +59% (= BEAT)
Partly delivered
- Constr Q1 volume +15–20% → constr revenue +30% H1 (no Q1 or volume split) (= PARTIAL)
- Water pie 87% → 80% then 70% → water +28% vs others +30–86%; share not disclosed (= PARTIAL)
Missed
- Next 4 qtrs ≥₹100 Cr possible → Q2 FY27 ₹95.8 Cr (= MISS)
- ~3% margin hit, recovers in couple qtrs → EBITDA margin 12.4% vs 16.0% (−3.6pp); Q2 EBITDA ₹8.4 Cr vs ₹11.1 Cr (= MISS)
- Private-customer price hikes (cited 5%/8%/12%) to offset margin loss → EBITDA margin still −360bps (= MISS)
Investor Presentation filed with BSE, NSE: CHEMBONDCH. Summary written with AI assistance from the document.
Chembond Chemicals Ltd: key numbers
- Share price
- ₹194.48
- Market cap
- ₹523.1 Cr
- Revenue (annual)
- ₹326.1 Cr
- Net profit (annual)
- ₹34.96 Cr
- P/E (TTM)
- 15.3×Sector 34.1×
- Promoter holding
- 68.17%+0.17% QoQ
- FII holding
- 0.65%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Chembond Chemicals Ltd
All →Chembond Chemicals Annual General Meeting
Chembond Chemicals has issued a postal ballot notice seeking member approval to appoint Mrs. Mamta Nirmal Shah as Non-Executive Non-Independent Director. E-voting runs from 1 to 30 November 2026.
Chembond Chemicals Management Change
Chembond Chemicals appointed Mrs. Mamta Nirmal Shah as a Non-Executive Non-Independent Director effective October 24, 2026. The same board outcome also approved Q2/H1 results and a postal ballot to ratify her appointment.
Chembond Chemicals Q2 FY27 Results: Net Profit ₹3.3 Cr, Down 54.2% YoY
Chembond Chemicals Ltd reported revenue from operations of ₹95.8 Cr (+31.2% YoY) and net profit of ₹3.3 Cr (-54.2% YoY) for Q2 FY27.
- Key figure
- Net profit ₹3.3 Cr · -54.2% YoY
Chembond Chemicals Board Meeting Date
Chembond Chemicals Ltd will hold a board meeting on October 24, 2026, to consider and approve its unaudited standalone and consolidated financial results.
Chembond Chemicals Other Announcement
Chembond Chemicals Ltd has filed its quarterly shareholding pattern for the quarter ended September 30, 2026. This is a routine compliance disclosure as per SEBI regulations.
Chembond Chemicals Promoter Buying: ₹0.41 Cr
Promoter Nirmal V Shah acquired 15,000 equity shares of Chembond Chemicals Ltd via market purchase, increasing their stake. The transaction value is Rs. 0.41 Crore.
- Value
- ₹0.41 Cr