ALFA Finder| Management target | Net Profit FY28 |
|---|
| Revenue growth | 28% YoY consolidated; 16% YoY standalone. |
|---|---|
| Margins | EBITDA margin at 22%; shift to higher-value product mix. |
| Demand visibility | Strong traction for LFP and anode materials from global OEMs. |
| Management confidence | High; focusing on self-funded brownfield and greenfield expansions. |
Growth
Consolidated revenue grew 28% YoY; PAT jumped 27% YoY to INR 228 Cr with 16% margins.
Outlook
Guided for INR 1,100 Cr PAT by FY28. Significant capex planned: INR 4,800 Cr for LFP capacity expansion.
Risks
Currency volatility impacting forex; dependence on environmental clearances for mining; long-duration customer approval cycles (1.5-2 years).
Last quarter's promises, checked
Delivered
- Expand speciality carbon black capacity → 130,000 MTPA reached (= BEAT)
- Commission anode material facility → 200 MTPA operational (= BEAT)
- Debottleneck CTP capacity → 600,000 MTPA reached (= BEAT)
Partly delivered
- Birla Tyres FY26 revenue → Delivered INR 187 Cr (vs INR 3,000 Cr 4-year target) (= PARTIAL)
Earnings Call Transcript 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.
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- Value
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Himadri delivered massive 58% revenue growth while maintaining steady margins despite high freight costs.
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