ALFA Finder| Revenue growth | 28.04% YoY in Q1FY27 |
|---|---|
| Margins | EBITDA margin expansion mentioned as 'margin-accretive shift' |
| Demand visibility | Strong, driven by global battery material and energy transition |
| Management confidence | High; citing 'significant sustainable growth' over next 2 years |
Growth
Q1FY27 Revenue grew 28.04% YoY to Rs. 1,432 Cr; EBITDA rose 33.10% to Rs. 313 Cr.
Outlook
Strategic roadmap through 2028 includes Rs. 1,613 Cr total capex for LFP, CNT, and Specialty Chemicals.
Risks
Exposure to global energy transition cycles and competitive entry barriers in specialty chemical segments.
Last quarter's promises, checked
Delivered
- Expand specialty carbon black capacity → Delivered 130,000 MTPA (= BEAT)
- Debottleneck coal tar distillation → Delivered 600,000 MTPA (= BEAT)
- Commission anode material facility → Delivered 200 MTPA in April 2026 (= BEAT)
Partly delivered
- FY26 Revenue growth → Delivered flat YoY performance (= PARTIAL)
Earnings Call filed with BSE, NSE: HSCL. Summary written with AI assistance from the document.
Himadri Speciality Chemical Ltd: key numbers
- Share price
- ₹574.70
- Market cap
- ₹28,998 Cr
- Revenue (annual)
- ₹4,661 Cr
- Net profit (annual)
- ₹751.3 Cr
- P/E (TTM)
- 33.9×Sector 35.5×
- Promoter holding
- 52.49%-0.01% QoQ
- FII holding
- 7.33%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Himadri Speciality Chemical Ltd
All →Himadri Speciality Chemical Debt & Borrowing: ₹200 Cr
Himadri approved a corporate guarantee up to Rs.200 Crore for step-down subsidiary Sturdy Niketan's ICICI Bank facility. Corporate office also shifted within Kolkata.
- Value
- ₹200.0 Cr
Himadri Speciality Chemical Management Change
Himadri Speciality Chemical's board revised its senior management list following organisational restructuring. Six personnel are listed, including the CFO and Company Secretary.
Himadri Speciality Chemical Other Announcement
Himadri Speciality Chemical's members approved an alteration of its Memorandum of Association and adoption of a new MOA under the Companies Act, 2013. The approval was by special resolution through postal ballot on October 27, 2026.
Himadri Speciality Chemical Annual General Meeting
Himadri Speciality Chemical announced postal ballot results approving a special resolution to alter and adopt a new Memorandum of Association. Remote e-voting concluded 27 October 2026 with the requisite majority.
Himadri Speciality Chemical Earnings Call Transcript: Key Takeaways
Himadri delivered massive 58% revenue growth while maintaining steady margins despite high freight costs.
Himadri Speciality Chemical Investor Presentation: Key Takeaways
Himadri reported strong Q2 FY27 performance with revenue at ₹1,691 Cr and PAT at ₹231 Cr, driven by high-value product transitions and expansion into battery materials.