| Revenue growth | 57.9% YoY for Q2FY27 |
|---|---|
| Margins | Transitioning from commodity to high-margin specialty solutions. |
| Order book | Commercial orders secured for ENERGEX grades. |
| Demand visibility | Strong traction in Li-ion components and high-voltage cables. |
| Management confidence | High |
Growth
Revenue grew 57.9% YoY to ₹1,691 Cr; PAT increased 31.2% YoY to ₹231 Cr on a consolidated basis.
Outlook
Investing ₹1,613 Cr capex in LFP, Specialty Chemicals, and CNT; targeting significant sustainable growth in profitability over next 2 years.
Risks
Subject to statutory, regulatory, creditor, and shareholder approvals for demerger; exposure to international market performance and competition.
Last quarter's promises, checked
Delivered
- Guided 200 MTPA Anode Facility → Commissioned in April 2026 (= BEAT)
- Guided 2,000 MTPA LFP Phase 1 → Under construction for Q3FY27 (= BEAT)
- Guided focus on bottom line → PAT Margin reached 16% in Q1FY27 (= BEAT)
Partly delivered
- Guided Birla Tyres turnaround → Sales at ₹127Cr but EBITDA still negative (= PARTIAL)
Missed
- Guided continuous mining → 0 revenue due to licensing delay (= MISS)
Investor Presentation filed with NSE, NSE: HSCL. Summary written with AI assistance from the document.
Himadri Speciality Chemical Ltd: key numbers
- Share price
- ₹529.80
- Market cap
- ₹26,732 Cr
- Revenue (annual)
- ₹4,661 Cr
- Net profit (annual)
- ₹751.3 Cr
- P/E (TTM)
- 31.3×Sector 34.5×
- 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 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 Results Update
Himadri Speciality Chemical reported consolidated H1FY27 revenue of ₹3,123 Cr and PAT of ₹460 Cr, reflecting growth across its specialty chemicals and battery material portfolios.
Himadri Speciality Chemical Q2 FY27 Results: Net Profit ₹231.3 Cr, Up 31.3% YoY
Himadri Speciality Chemical Ltd reported revenue from operations of ₹1,691 Cr (+57.9% YoY) and net profit of ₹231.3 Cr (+31.3% YoY) for Q2 FY27.
- Key figure
- Net profit ₹231.3 Cr · +31.3% YoY
Himadri Speciality Chemical Other Announcement
Himadri Speciality Chemical Ltd has submitted its quarterly shareholding pattern as mandated under SEBI Regulations. This disclosure provides data on the company's equity share distribution.