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Investor Presentation

Vishnu Chemicals Investor Presentation: Key Takeaways

Vishnu Chemicals reported strong Q1FY27 results with 25% YoY revenue growth and 23% PAT growth, driven by a diversified domestic-to-export mix and strategic integration.

Highlights
Revenue growth24.9% YoY growth reported in Q1FY27.
MarginsGross margin 44.7%; EBITDA margin 15.1% (down from 16.1% YoY).
Demand visibilityStrong across 50+ countries and multiple end-use industries.
Management confidenceHigh; citing disciplined sales execution and market outperformance.

Growth

Revenue grew 24.9% YoY to ₹433.4 Cr; PAT increased 23.0% YoY to ₹39.6 Cr.

Outlook

Expanding solar capacity to 24.3 MW; ramp-up in South Africa and new specialty chemical capacities for medium-term growth.

Risks

High ocean freight costs due to West Asia crisis; Vizag maintenance shutdown impacted sequential Q4 to Q1 performance.

Last quarter's promises, checked

Delivered

  • Guided Q1FY27 South Africa start → Operations commenced (= BEAT)
  • Guided Strontium sales scale-up → Q1 revenue matched full FY26 (= BEAT)
  • Guided 50%+ Strontium gross margins → Reported 50-52% range (= BEAT)

Partly delivered

  • Guided 150 Cr FY26 Capex → Reported 180-190 Cr spend (= PARTIAL)

Missed

  • Guided 20% EBITDA margin target → Reported 15.1% (= MISS)
Source

Investor Presentation filed with BSE, NSE: VISHNU. Summary written with AI assistance from the document.

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Vishnu Chemicals Ltd: key numbers

Share price
₹697.65
Market cap
₹4,696 Cr
Revenue (annual)
₹1,610 Cr
Net profit (annual)
₹142.3 Cr
P/E (TTM)
31.4×Sector 37.5×
Promoter holding
69.21%+0.00% QoQ
FII holding
2.51%Current quarter

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

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