BLACKROSEBSEBlack Rose Industries LtdMediumNeutral
Announced Tue, 19 May · 15:31 IST

Annual Performance review of the Company for FY2026.

Business Updates View source PDF

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Price reaction · full curve 14 horizons · vs prior close
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₹102.89
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₹102.95
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AI summary

Black Rose Industries reported FY26 consolidated revenue of Rs. 325.85 crore, down 17.4% from Rs. 394.71 crore in FY25, due to chemical price corrections despite robust volumes. However, profitability improved with EBITDA up 8% to Rs. 35.36 crore and PAT up 5.8% to Rs. 22.42 crore. The manufacturing division outperformed with 20.4% revenue growth and 45.9% EBITDA growth, driven by strong performance in acrylamide liquid and near-doubling of N-methylol acrylamide volumes. The distribution division saw a 13.9% revenue decline due to subdued export demand and US tariff uncertainty. EBITDA margins improved to 10.97% from 9.70%, and the company advanced its polyacrylamide solid project to piloting stage.

Likely market impact

Revenue declined due to external chemical price weakness, but margin improvement and strong manufacturing growth signal operational resilience. The shift toward higher-value manufacturing and new product pipeline could support re-rating if volumes continue to grow.