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Earnings Call

PCBL Chemical Earnings Call: Key Takeaways

PCBL reported Q4 FY26 revenue of ₹2,066cr and EBITDA of ₹248cr. Management focuses on capacity expansion and feedstock diversification despite West Asia logistics headwinds.

Why this was an Alfa AlertNot a filter event. Performance was largely recovering from headwinds and no specific guided range beat was mentioned.
Highlights
Revenue growthFY26 revenue down 2.5% YoY to ₹8,189cr.
MarginsExpect margin normalization by Q2 FY27 after lag effect passes.
Demand visibilityPositive signals from U.S. tariff rationalization and India-EU FTA.
Management confidenceHigh; entering FY27 with confidence despite previous headwinds.

Growth

FY26 revenue stood at ₹8,189cr vs ₹8,404cr in FY25. Q4 carbon black volumes grew 8% YoY.

Outlook

Targeting 20-25% Aquapharm topline growth in FY27 and 40 billion EBITDA by 2030. Commissioning new specialty lines.

Risks

Escalation in West Asia conflict causing increased logistics costs, transit delays, and raw material volatility.

Source

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

Read the document ↗

PCBL Chemical Ltd: key numbers

Share price
₹339.60
Market cap
₹13,362 Cr
Revenue (annual)
₹8,189 Cr
Net profit (annual)
₹197.9 Cr
P/E (TTM)
51.6×Sector 18.7×
Promoter holding
53.38%+0.00% QoQ
FII holding
5.79%Current quarter

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

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