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Earnings Call

Chemfab Alkalis Earnings Call: Key Takeaways

Chemfab Alkalis reported Q4FY26 revenue of ₹68.74cr and consolidated EBITDA of ₹8.36cr. The company completed a technology modernization project and is ramping up OPVC pipe capacity to 20,000 TPA.

Highlights
MarginsConsolidated operational EBITDA margin improved to 12.16% in Q4FY26.
Order bookDiversifying OPVC orders into multiple state-level projects.
Demand visibilityStrong OPVC outlook with JJM extension and AMRUT 2.0.
Management confidenceHigh for FY27 profitability due to lower energy costs.

Growth

Q4FY26 revenue grew 10.57% Q-o-Q; Operational EBITDA surged 61.70% Q-o-Q driven by Chlor-Alkali efficiency gains.

Outlook

Commissioning of hybrid power plant in May 2026 to cut costs; targeting ₹1,000cr OPVC market by FY29.

Risks

Global caustic price volatility and temporary fund flow disruptions in the Jal Jeevan Mission.

Source

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

Read the document ↗

Chemfab Alkalis Ltd: key numbers

Share price
₹352.65
Market cap
₹506.9 Cr
Revenue (annual)
₹311.0 Cr
Net profit (annual)
₹-3.43 Cr
P/E (TTM)
-2080.8×Sector 37.5×
Promoter holding
72.13%+0.00% QoQ
FII holding
0.04%Current quarter

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

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