| Revenue growth | 24.9% YoY growth to ₹433.4 Cr driven by volume and value-mix. |
|---|---|
| Margins | EBITDA margins slightly contracted to 15.1% due to maintenance and logistics. |
| Demand visibility | Robust global demand for barium carbonate, chromium derivatives, and strontium. |
| Management confidence | Highly optimistic, particularly regarding new specialty chemical launches and backward integration. |
Growth
Revenue grew 24.9% YoY to ₹433.4 Cr; PAT rose 23% to ₹39.6 Cr. Chromium derivative mix improved from 40% to 50%.
Outlook
Management targeting 20% EBITDA margins and 15-20% barium volume growth for FY27. DMSO and chrome metal start in FY28.
Risks
Logistics costs spiked to 10% of revenue and may double. One-time barium cost adjustments and strontium yield issues impacted margins.
Last quarter's promises, checked
Delivered
- Strontium regular sales → Commenced Q1FY27 (= BEAT)
- Domestic:Export mix 50:50 → Maintained 49:51 (= BEAT)
- Strontium gross margins 50-52% → Delivered ~50% (= BEAT)
Partly delivered
- EBITDA margin target 15% → Delivered 15.1% but logistics costs rising (= PARTIAL)
- Capex FY27 ₹300 Cr → Tracking at ₹200-250 Cr range (= PARTIAL)
Missed
- Barium volume growth 15-20% → Not explicitly confirmed in Q1 results (= MISS)
Earnings Call Transcript filed with BSE, NSE: VISHNU. Summary written with AI assistance from the document.
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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- manufacturing capacity
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Vishnu Chemicals Investor Presentation: Key Takeaways
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- Key figure
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- Key figure
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