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Earnings Call

SK Minerals & Additives Earnings Call: Key Takeaways

SK Minerals (SKM) reported strong FY26 performance with Revenue at ₹317.89 Cr, EBITDA at ₹32.14 Cr, and PAT at ₹18.12 Cr, driven by capacity expansion and product diversification into specialty chemicals.

Highlights
Revenue growthFY26 Revenue ₹317.89 Cr vs FY25 ₹211.67 Cr (50.2% growth).
MarginsEBITDA margin improved from 9.02% (FY25) to 10.11% (FY26).
Order book₹63.10 Cr as of April 2026.
Demand visibilityStrong; fueled by import substitution for specialty chemical additives.
Management confidenceHigh; citing robust order execution and successful new product launches.

Growth

FY26 Revenue grew >50% YoY; H2FY26 Operational Revenue increased 87.90% YoY to ₹208 Cr.

Outlook

Capacity expansion to 19,000 MTPA in 12-18 months; targeting ₹200 Cr revenue from new flame-retardant 'HOFNIL' by FY28.

Risks

Industry-specific downturns, raw material price fluctuations, and dependency on trading vs manufacturing segment mix.

Source

Earnings Call filed with BSE, BSE: 544584. Summary written with AI assistance from the document.

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SK Minerals & Additives Ltd: key numbers

Share price
₹480.00
Market cap
₹587.5 Cr
Revenue (annual)
₹317.9 Cr
Net profit (annual)
₹18.12 Cr
P/E (TTM)
32.4×Sector 37.5×
Promoter holding
73.53%+0.00% QoQ
FII holding
1.37%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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