ALFA Finder| Management target | Revenue FY28 |
|---|
| Revenue growth | 17% YoY growth in Q1 FY27 consolidated revenue. |
|---|---|
| Margins | EBITDA margin at 16%; focusing on expansion towards high-margin specialty products. |
| Demand visibility | Global Carbon Black demand projected to grow ~3% CAGR. |
| Management confidence | High; expanding into high-margin advanced battery materials and specialty chemicals. |
Growth
Revenue grew 17% YoY to Rs 2,474 Cr; EBITDA rose 23% YoY to Rs 400 Cr; PAT surged 65% YoY.
Outlook
Targeting 1 MN MTPA Carbon Black capacity by FY28. Commissioning 20,000 MTPA specialty line; focusing on high-margin products.
Risks
Geopolitical disruptions affecting logistics costs, raw material availability, and volatile oil prices impacting Oil & Gas segment.
Last quarter's promises, checked
Delivered
- Guided Q2 FY27 margin normalization → delivered 16% margin in Q1 (= BEAT)
- Guided 90,000 tons CB expansion → delivered 880,000 tons total capacity (= BEAT)
- Guided net-net debt reduction → delivered INR 454 Cr reduction (= BEAT)
Partly delivered
- Guided INR 200-250 Cr cost savings → on track but yet to reflect in performance (= PARTIAL)
- Guided INR 75 Cr/qtr Aquapharm EBITDA → delivered INR 29 Cr in Q4 (= PARTIAL)
Missed
- Guided 1,000 MTPA super-conductive line commissioning → delayed by gas shortage (= MISS)
Investor Presentation filed with BSE, NSE: PCBL. Summary written with AI assistance from the document.
PCBL Chemical Ltd: key numbers
- Share price
- ₹282.55
- Market cap
- ₹11,117 Cr
- Revenue (annual)
- ₹8,189 Cr
- Net profit (annual)
- ₹197.9 Cr
- P/E (TTM)
- 41.0×Sector 17.6×
- Promoter holding
- 53.38%+0.00% QoQ
- FII holding
- 6.34%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from PCBL Chemical Ltd
All →PCBL Chemical Management Change
PCBL Chemical appointed Rituraj Singh Kalra as Executive Director and Chief - International Markets (Rubber Blacks) effective 9 November 2026. He is designated Senior Management Personnel, based in Belgium.
PCBL Chemical Patent
PCBL Chemical was granted Patent No. 607860 by the Indian Patent Office for a carbon black composition for elastomer compounds. The patent term runs 20 years from the filing date of 12 January 2020.
PCBL Chemical Earnings Call Transcript: Key Takeaways
Consolidated revenue rose 14% to ₹2,474 Cr and PAT 20% to ₹74 Cr, but volumes fell and the quarter was flattered by a ₹333 Cr US tariff refund.
PCBL Chemical Investor Presentation: Key Takeaways
Q2FY27 consolidated revenue Rs 2,474 Cr (+14% YoY), EBITDA Rs 310 Cr (+12%), PAT Rs 74 Cr (+20%). Strategy: Carbon Black scale-up, Aquapharm specialty growth, advanced battery materials.
PCBL Chemical Annual General Meeting
PCBL Chemical seeks shareholder approval via postal ballot to re-appoint independent director T. C. Suseel Kumar for five years. E-voting runs till 2 December 2026.
PCBL Chemical Q2 FY27 Results: Net Profit ₹74.1 Cr, Up 20.1% YoY
PCBL Chemical Ltd reported revenue from operations of ₹2,474 Cr (+14.4% YoY) and net profit of ₹74.1 Cr (+20.1% YoY) for Q2 FY27.
- Key figure
- Net profit ₹74.1 Cr · +20.1% YoY