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Investor Presentation

Chemfab Alkalis Investor Presentation: Key Takeaways

Q1FY27 revenue at ₹73.16 Cr; PBT ₹2.22 Cr. Focus on Chlor-Alkali efficiency and OPVC expansion under Jal Jeevan Mission.

Guidance and delivery
Management target Revenue 344.4% FY29
Highlights
MarginsStructural reduction in Chlor-Alkali cost expected to drive margin improvement.
Order bookExpected to improve from Q2FY27.
Demand visibilityJJM extension to 2028 ensures continued demand for OPVC pipes.
Management confidencePositive outlook on cost efficiencies and OPVC revival.

Growth

Chemical segment revenue rose 27.57% YoY to ₹67.41 Cr; OPVC segment revenue declined 85.14% YoY to ₹5.75 Cr.

Outlook

OPVC market projected to expand to ₹1,000 Cr by FY29. Captive hybrid power expected to reduce costs.

Risks

Global caustic price volatility and delayed fund flows for Jal Jeevan Mission impacting OPVC demand.

Source

Investor Presentation filed with BSE, NSE: CHEMFAB. Summary written with AI assistance from the document.

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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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Chemfab Alkalis Other Announcement

Chemfab Alkalis Limited's shareholders approved the appointment of M/s. MSKC & Associates LLP as Statutory Auditors for a five-year term at the 17th AGM.

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Chemfab Alkalis held its 17th Annual General Meeting on September 9, 2026. Shareholders transacted ordinary and special business as set out in the notice.