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Earnings Call Transcript

Clean Science & Technology Earnings Call Transcript: Key Takeaways

Clean Science reports record consolidated sales driven by the HALS segment scaling up, though legacy business faced raw material supply disruptions. Management is aggressively pivoting toward high-margin, advanced HALS chemistry via a new Swiss strategic collaboration.

Guidance and delivery
Management target Revenue 67.0% FY28
Highlights
Revenue growthConsolidated revenue up 10% YoY to 264 Cr; record quarterly sales.
MarginsEBITDA at 37%; HALS margins expected to improve with higher grades.
Demand visibilitySteady demand environment despite geopolitical headwinds and supply chain challenges.
Management confidenceBalanced; optimistic on HALS scale-up but cautious on global logistics.

Growth

Consolidated revenue grew 10% YoY, with HALS now contributing 22% of sales, diversifying away from legacy products.

Outlook

Targeting 300-350 Cr additional revenue from Swiss partnership over 4 years; HALS scaling toward 300 Cr annually.

Risks

Raw material price volatility due to Middle East crisis and shipping vessel non-availability impact margins.

Last quarter's promises, checked

Delivered

  • Guided HQ/Catechol stabilization in 1-2 quarters → delivered customer approvals (= BEAT)
  • Guided positive EBITDA for subsidiary → delivered 15% EBITDA margin (= BEAT)
  • Guided HALS volume momentum → delivered 1,000+ tonnes/quarter (= BEAT)

Partly delivered

  • Guided FY27 Capex 80-100 Cr → delivered 100 Cr investment in subsidiary (= PARTIAL)

Missed

  • Guided legacy Performance Chemicals volume growth → delivered 6% decline (= MISS)
Source

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

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Clean Science & Technology Ltd: key numbers

Share price
₹807.25
Market cap
₹8,580 Cr
Revenue (annual)
₹956.5 Cr
Net profit (annual)
₹229.7 Cr
P/E (TTM)
36.8×Sector 37.5×
Promoter holding
51.29%+0.00% QoQ
FII holding
13.37%Current quarter

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

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