| Management target | Revenue 100.0% 3-4 years |
|---|
| Revenue growth | 19.22% YoY growth to 666 Cr. |
|---|---|
| Margins | EBITDA margins stable at 24.58%; gross margins compressed YoY. |
| Demand visibility | Healthy demand in fragrance and flavor value chains globally. |
| Management confidence | Highly confident, emphasizing 20% CAGR targets and structural strength. |
Growth
Revenue grew 19.22% YoY to 666 Cr, driven by volume and price increases across domestic and international markets.
Outlook
Targeting 5,000 Cr revenue and 1,000 Cr+ EBITDA in 3-4 years. Phase 1 expansion to 54,000 MT by Sept 2026.
Risks
Gross margin fell ~650 bps YoY; delayed Phase 1 capacity expansion; significant debt levels with 1.29 Net Debt/EBITDA.
Last quarter's promises, checked
Delivered
- Guided 20%+ EBITDA margins → delivered 25.76% FY26 (= BEAT)
- Guided PRIGIV JV profit in Q4 → delivered reported profits (= BEAT)
- Guided 20% revenue growth → delivered 21.73% FY26 (= BEAT)
Partly delivered
- Guided 117 days working capital cycle → delivered 117 days (FY26 target met, but current call notes high debt) (= PARTIAL)
Missed
- Guided Phase 1 Capex completion 30 June 2026 → delivered delayed to Sept 2026 (= MISS)
Earnings Call Transcript filed with BSE, NSE: PRIVISCL. Summary written with AI assistance from the document.
Privi Speciality Chemicals Ltd: key numbers
- Share price
- ₹3,594.10
- Market cap
- ₹14,040 Cr
- Revenue (annual)
- ₹2,564 Cr
- Net profit (annual)
- ₹327.5 Cr
- P/E (TTM)
- 40.1×Sector 37.5×
- Promoter holding
- 60.60%+0.00% QoQ
- FII holding
- 1.94%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Privi Speciality Chemicals Ltd
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Privi Speciality Chemicals announced an NCLT-convened meeting of equity shareholders for October 27, 2026, to consider the proposed Scheme of Amalgamation involving two transferor companies.
Privi Speciality Chemicals Investor Presentation: Key Takeaways
Privi reported strong Q1 FY27 results with 20.01% YoY revenue growth. Strategy focuses on '5k | 1k' vision via capacity expansion and higher-value specialty molecules.
- Call
- Guides 100% growth
Privi Speciality Chemicals Q1 FY27 Results: Net Profit ₹82.8 Cr, Up 43.7% YoY
Privi Speciality Chemicals Ltd reported revenue from operations of ₹666.2 Cr (+19.2% YoY) and net profit of ₹82.8 Cr (+43.7% YoY) for Q1 FY27.
- Key figure
- Net profit ₹82.8 Cr · +43.7% YoY
Privi Speciality Chemicals Earnings Call: Key Takeaways
Privi reported strong FY26 performance with 22% revenue growth and 25.76% EBITDA margins, driven by volume growth and improved product mix.
Privi Speciality Chemicals Earnings Call: Key Takeaways
Privi delivered strong FY26 performance with 22% revenue growth and 25%+ margins. Management is pivoting from a '5k revenue' goal to a more aggressive long-term trajectory via high-value specialty molecules and backward integration.