Please find attached Investor Presentation
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Black Rose Industries held its FY2025-26 earnings webinar on 22 May 2026. The company reported standalone revenue of INR 325.84 crores, down 4.4% YoY due to chemical price correction in distribution, while EBITDA rose 8.3% to INR 35.43 crores and PAT grew 7.3% to INR 22.50 crores. EBITDA margin expanded from 6.3% to 7.0% and PAT margin from 4.11% to 4.41%, driven by manufacturing growth (revenue up 20% to INR 114.10 crores) and operational efficiencies. The distribution business saw volume growth offset by price decline; exports were impacted by US tariffs. The company is piloting a PAM solid project and developing downstream acrylamide products. Management expects Q1 demand to remain subdued but anticipates domestic demand recovery in the second half.
The margin expansion and strong manufacturing performance signal operational efficiency improvements, though revenue decline from pricing pressure may weigh on near-term sentiment. The disclosed strong export order pipeline is a positive signal for revenue recovery.