Announced Thu, 12 Feb · 15:38 IST

Bhagiradha Chemicals & Industries Limited has informed the Exchange regarding 'Investors Presentation on the Financial Highlights for the quarter ended December 31, 2025'.

Mgmt Guided Margin ImprovementAnalyst Day Multiyear TargetsInvestor Communications View source PDF

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Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

Bhagiradha Chemicals reported Q3FY26 revenue of Rs. 114.0 crores, up 11% YoY, driven by better product mix and improved price realisations despite a marginal decline in volumes due to seasonal softness. EBITDA surged 49% YoY to Rs. 13.7 crores with margins expanding to 12.0% (from 8.9%), while PAT grew 28% YoY to Rs. 4.6 crores. Gross margins expanded sharply by 311 bps YoY to 43.0%, aided by process upgrades and a favourable product mix. For 9MFY26, revenue rose 19% to Rs. 377.8 crores and EBITDA grew 22% to Rs. 37.7 crores, though PAT dipped 4% to Rs. 14.1 crores due to elevated finance costs and depreciation. Management reiterated confidence in a strong ramp-up from the Bheema subsidiary facility and guided for better growth in FY27.

Likely market impact

Positive near-term sentiment as Q3FY26 showed strong margin expansion and earnings growth despite seasonal volume softness. The long-term ~5x revenue target over 6-7 years, backed by the Rs. 800+ crore Bheema expansion, signals meaningful future growth, though near-term PAT remains pressured by higher interest and depreciation costs from the ongoing capex.