ALFA Finder| Management target | Revenue 20.0% FY28 |
|---|
| Revenue growth | Q2 revenue +13.9% YoY to ₹773 Cr; H1 growth about 15%. |
|---|---|
| Margins | EBITDA margin 27.48% vs 26.12% prior; RMC ~52% of sales. |
| Order book | Annual contracts start Q4; no order book figure given. |
| Demand visibility | Customers signal higher offtake; specifics withheld as proprietary. |
| Management confidence | Over-optimistic: reiterates 20% growth despite H1 at ~15%. |
Growth
Q2 revenue +13.9% YoY, but volume only +4%, so growth is largely price/mix-led. H1 volume grew about 7-7.5%.
Outlook
Reiterated 20% growth for FY28, with revenue near ₹4,000 Cr. Phase 2 revenue starts Oct '27. All phases target ~₹1,900 Cr by 2030.
Risks
20% FY27 guide needs H2 near 22-23% vs H1 ~15%. Incentives fell to ₹1.6 Cr from ₹9 Cr. Fine Sciences loss-making, approvals pending.
Last quarter's promises, checked
Delivered
- Guided EBITDA margin ~24.6-25% → Q2 27.48% (= BEAT)
Partly delivered
- Guided Phase-1 6,000 MT by Jun'26 (revised Sep'26) → complete, date not stated (= PARTIAL)
- Guided ₹5,000 Cr revenue / ₹1,000 Cr+ EBITDA in 3-4 yrs → FY28 guide ~₹4,000 Cr (= PARTIAL)
Missed
- Guided 20% growth (CAGR) → H1 ~15%, Q2 +13.9% (= 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
- ₹3,370.20
- Market cap
- ₹13,165 Cr
- Revenue (annual)
- ₹2,564 Cr
- Net profit (annual)
- ₹327.5 Cr
- P/E (TTM)
- 35.3×Sector 35.5×
- Promoter holding
- 60.60%+0.00% QoQ
- FII holding
- 2.78%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Privi Speciality Chemicals Ltd
All →Privi Speciality Chemicals Other Announcement
Privi Speciality Chemicals Ltd filed its quarterly shareholding pattern for the period ending 30 September 2026. Shareholding Pattern statements are routine regulatory disclosures with no transaction or business event.
Privi Speciality Chemicals Investor Presentation: Key Takeaways
Q2 FY27 total income Rs 773.16 Cr (+13.9%), EBITDA Rs 212.49 Cr (27.5% margin, +65bps), PAT Rs 117.03 Cr (+24.6%). H1 FY27 PAT +29.1%. Targets Rs 5,000 Cr revenue by FY29-30.
Privi Speciality Chemicals Dividend
Privi Speciality Chemicals declared an interim dividend of Rs 5 per equity share for FY 2026-27 at its 29 October 2026 board meeting. Record date is 04 November 2026 and payment by 25 November 2026.
Privi Speciality Chemicals Q2 FY27 Results: Net Profit ₹117.5 Cr, Up 30.3% YoY
Privi Speciality Chemicals Ltd reported revenue from operations of ₹760.5 Cr (+12.1% YoY) and net profit of ₹117.5 Cr (+30.3% YoY) for Q2 FY27.
- Key figure
- Net profit ₹117.5 Cr · +30.3% YoY
Privi Speciality Chemicals Acquisition
Privi Speciality Chemicals' NCLT-convened equity shareholder meeting approved the Scheme of Amalgamation of Privi Fine Sciences and Privi Biotechnologies into the company. The special resolution passed with requisite majority, subject to scrutinizer report.
Privi Speciality Chemicals Board Meeting Date
Privi Speciality Chemicals intimated its board meeting is scheduled for October 29, 2026, to consider Q1/H1 results and an interim dividend. Items are proposed only and not yet decided.