ALFA Finder| Revenue growth | 17% YoY |
|---|---|
| Margins | EBITDA/ton guidance of INR 16,500-17,000 maintained for FY27. |
| Order book | Green chelates order booking running ahead of capacity. |
| Demand visibility | Strong domestic tire demand; export recovery expected in H2. |
| Management confidence | High |
Growth
Revenue grew 17% YoY to INR 2,474 Cr; EBITDA up 23% to INR 400 Cr; PAT surged 65% to INR 155 Cr.
Outlook
Commissioned 20k MTPA specialty line; targeting INR 200-250 Cr cost savings; INR 300 Cr maintenance and efficiency capex planned.
Risks
Logistics cost volatility due to Middle East crisis, raw material availability, and inventory gain reversals in Q2.
Last quarter's promises, checked
Delivered
- Guided 20,000 tons specialty line in Mudra → Commissioned 20k MTPA (= BEAT)
- Guided Q1 FY27 profitability improvement → PAT surged 65% (= BEAT)
- Guided double-digit EBITDA growth → Delivered 23% YoY growth (= BEAT)
Partly delivered
- Guided INR 200-250 Cr cost savings over 4-6 quarters → On track/Ongoing (= PARTIAL)
- Guided Aquapharm 20-25% top line growth → Revenue INR 394 Cr (= PARTIAL)
Missed
- Guided 1,000 MTPA specialty line at Palej → Delayed due to gas shortage (= MISS)
Earnings Call Transcript filed with BSE, NSE: PCBL. Summary written with AI assistance from the document.
PCBL Chemical Ltd: key numbers
- Share price
- ₹280.55
- Market cap
- ₹11,039 Cr
- Revenue (annual)
- ₹8,189 Cr
- Net profit (annual)
- ₹197.9 Cr
- P/E (TTM)
- 40.7×Sector 17.5×
- 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.
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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.
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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