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Earnings Call

Himadri Speciality Chemical Earnings Call: Key Takeaways

Himadri reported record FY26 consolidated EBITDA of ₹1,006 Cr and PAT of ₹755 Cr. Transitioning from carbon value chain to Li-ion battery materials with massive capex in LFP and Anode segments.

Highlights
MarginsStrategic focus on value-added products driving margin expansion.
Demand visibilityStrong pull for advanced anodes and LFP from EV/ESS sectors.

Growth

FY26 Consolidated Revenue reached ₹4,660.7 Cr; EBITDA grew 18.77% YoY to ₹1,005.7 Cr; PAT grew 36% YoY to ₹755 Cr.

Outlook

Investing ₹1,125 Cr for LFP (Q3FY27) and ₹220 Cr for Speciality Carbon Black (Q3FY26); targeting 200,000 MTPA LFP capacity.

Risks

Exposure to raw material security for lithium; potential delays in commissioning large-scale greenfield LFP projects.

Source

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

Read the document ↗

Himadri Speciality Chemical Ltd: key numbers

Share price
₹669.95
Market cap
₹33,804 Cr
Revenue (annual)
₹4,661 Cr
Net profit (annual)
₹751.3 Cr
P/E (TTM)
42.3×Sector 37.0×
Promoter holding
52.50%+0.00% QoQ
FII holding
6.80%Current quarter

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

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14:01 IST BSE
Annual General Meeting

Himadri Speciality Chemical Annual General Meeting

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09:57 IST BSE
Merger & Restructuring

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Himadri Speciality Chemical Ltd will hold a board meeting on 21 September 2026 to consider a proposed scheme of arrangement regarding the demerger of DBRL's Tyre Business.

20:01 IST BSE
Board Meeting Outcome

Himadri Speciality Chemical Board Meeting Outcome

Himadri Speciality Chemical Ltd's Board approved altering the Memorandum of Association to align with the Companies Act, 2013 and enable new business activities, subject to shareholder approval.

19:28 IST NSE
Acquisition

Himadri Speciality Chemical Acquisition Worth ₹0.52 Cr

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Value
₹0.52 Cr
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Merger & Restructuring

Himadri Speciality Chemical Merger & Restructuring Worth ₹0.52 Cr

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Value
₹0.52 Cr