| 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
- ₹678.75
- Market cap
- ₹34,248 Cr
- Revenue (annual)
- ₹4,661 Cr
- Net profit (annual)
- ₹751.3 Cr
- P/E (TTM)
- 42.9×Sector 37.5×
- 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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