| Revenue growth | Revenue +38.6% YoY; mostly price realisations, single-digit domestic volume growth. |
|---|---|
| Margins | H1 EBITDA margin 17.5%, inflated by ₹25 Cr Q1 inventory gain. |
| Order book | Management says order book strong; no quantified order book or ratio disclosed. |
| Demand visibility | Healthy demand; last month highest-ever sales; exports ~25% of revenue. |
| Management confidence | Upbeat tone; reiterates guidance; sidesteps FY28 and long-term margin questions. |
Growth
Revenue +38.6% mainly price-led; single-digit domestic volume growth. H1 EBITDA +106% includes ₹25 Cr one-off Q1 gain.
Outlook
FY27 guide: revenue ₹1,550–1,650 Cr, EBITDA ₹240–250 Cr; Phase 1 capex ₹250–300 Cr; ₹2,800–3,000 Cr revenue in 5 years.
Risks
Working capital 63 to 76 days; H1 operating cash flow negative; freight up to 8x; 5-year margin target withheld.
Last quarter's promises, checked
Delivered
- Guided ₹60 Cr IPO debt repayment → ₹60 Cr repaid (= BEAT)
- Guided FY27 EBITDA margin 15–16% → H1 17.5% incl ₹25 Cr one-off (= BEAT, flattered)
Partly delivered
- Guided Phase 1 capex ₹250–300 Cr over 2 yrs → ₹75 Cr spent in H1 (= PARTIAL)
- Guided antibacterial launch in ~6 months → 'ramp-up in progress' (= PARTIAL)
- Guided FY27 EBITDA ₹240–250 Cr ex-one-off → Q1 ₹90.3 Cr, Q2 ₹58 Cr incl one-off (= PARTIAL)
Missed
- Guided working capital 60–70 days → 63–76 days (= MISS)
- Guided exports 27% and growing → ~25% of revenue (= MISS)
- Guided pricing normalise from Q1 peak → Q2 revenue +38.6%, price-led (= MISS)
Earnings Call Transcript filed with BSE, NSE: PRASOLCHEM. Summary written with AI assistance from the document.
Prasol Chemicals Ltd: key numbers
- Share price
- ₹790.90
- Market cap
- ₹4,681 Cr
- Revenue (annual)
- ₹1,233 Cr
- Net profit (annual)
- ₹83.12 Cr
- Promoter holding
- 75.25%
- FII holding
- 0.02%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Prasol Chemicals Ltd
All →Prasol Chemicals Investor Presentation: Key Takeaways
Q2 FY27 revenue Rs412.6cr (+38.6% YoY), PAT Rs37.9cr (+122.2%), EBITDA margin 14.0%. H1 FY27 revenue Rs846.2cr (+37.1%), highest-ever Q2.
Prasol Chemicals Q2 FY27 Results: Net Profit ₹38 Cr, Up 122.2% YoY
Prasol Chemicals Ltd reported revenue from operations of ₹412.6 Cr (+38.6% YoY) and net profit of ₹38 Cr (+122.2% YoY) for Q2 FY27.
- Key figure
- Net profit ₹38 Cr · +122.2% YoY
Prasol Chemicals Board Meeting Date
Prasol Chemicals gives prior intimation of a board meeting on 2 November 2026 to consider unaudited results for the quarter and half year ended September 2026. The trading window remains closed until 48 hours after the results.
Prasol Chemicals Other Announcement
Prasol Chemicals Ltd has filed its shareholding pattern for the quarter ended September 30, 2026, as per regulatory requirements.
Prasol Chemicals Other Announcement
Prasol Chemicals Limited updated its Corporate Identification Number (CIN) from "U99999MH1992PLC065026" to "L99999MH1992PLC065026" following its recent equity listing.
Prasol Chemicals Earnings Call Transcript: Key Takeaways
Prasol Chemicals reported record Q1 FY27 performance with revenue up 36% YoY. Strategy focuses on expanding high-margin acetone and phosphorus derivatives via massive capex and R&D.
- Call
- Guides 26% growth