| Revenue growth | 12.7% YoY growth for FY26. |
|---|---|
| Margins | EBITDA at 17.87%; passing input costs to clients with 15-day lag. |
| Demand visibility | Strong domestic market growing 7-8%; company outperforming at 11-12%. |
| Management confidence | High; transitioning from family-run to corporate structure with aggressive hiring. |
Growth
Revenue grew 12.7% via 2,865 tonnes volume (up from 2,487). PAT margins slightly up at 13.58%.
Outlook
New Khalapur plant adding 4,950 tonnes capacity by year-end. Management targets 25-30% growth guidance.
Risks
High raw material price volatility (synthetic rubber/solvents) and heavy 64% revenue concentration in Maharashtra.
Earnings Call filed with NSE, NSE: SPEB. Summary written with AI assistance from the document.
Speb Adhesives Ltd: key numbers
- Share price
- ₹91.00
- Market cap
- ₹204.4 Cr
- Revenue (annual)
- ₹50.57 Cr
- Net profit (annual)
- ₹6.87 Cr
- P/E (TTM)
- 29.8×Sector 37.5×
- Promoter holding
- 73.18%
- FII holding
- 0.40%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Speb Adhesives Ltd
All →Speb Adhesives Bags ₹0.89 Cr Order from Abul Hassan Building Materials Trading LLC
Speb Adhesives Limited secured an international purchase order from Abul Hassan Building Materials Trading LLC. The contract is valued at approximately ₹0.89 Crore.
- Value
- ₹0.89 Cr
- From
- Abul Hassan Building Materials Trading LLC
- Execution
- One Month
Speb Adhesives Annual General Meeting
Speb Adhesives Limited has issued a notice for its 36th Annual General Meeting, scheduled to be held on September 28, 2026, via video conferencing.
Speb Adhesives Earnings Call: Key Takeaways
Speb Adhesives reported steady revenue growth but faces margin pressure from volatile crude-linked raw material costs. Management is aggressively pivoting from a family-run model to a professionalized, pan-India retail brand.
Speb Adhesives Earnings Call: Key Takeaways
Speb Adhesives Limited reports revenue growth from ₹44.80Cr (FY25) to ₹50.57Cr (FY26) with OPM expanding to 17.87%. Strategy focuses on in-house manufacturing for higher-margin water-based adhesives.
Speb Adhesives H2 FY26 Results: Net Profit ₹3.2 Cr, Up 0.0% YoY
Speb Adhesives Ltd reported revenue from operations of ₹25.8 Cr (+11.7% YoY) and net profit of ₹3.2 Cr (+0.0% YoY) for H2 FY26.
- Key figure
- Net profit ₹3.2 Cr · +0.0% YoY