Bodal Chemicals Limited has informed the Exchange about Investor Presentation
BODALCHEM · price
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Bodal Chemicals reported Q1 FY26 consolidated revenue of Rs. 4,583 mn, up 8% year-on-year, driven by better realisations. EBITDA grew 40% YoY to Rs. 517 mn with margin expanding to 11.3% from 8.7%. Profit after tax swung to Rs. 95 mn from a Rs. 12 mn loss in Q1 FY25, with EPS of Rs. 0.8. Segment-wise, Dye Intermediates declined 6% YoY to Rs. 1,502 mn and Dyestuff fell 3% to Rs. 1,216 mn, while Basic Chemicals surged 139% QoQ to Rs. 445 mn and Chlor Alkali grew 8% YoY to Rs. 842 mn. The newly commissioned Saykha Benzene downstream project has started production but margins remain under pressure due to stiff competition. For full-year FY25, revenue stood at Rs. 17,567 mn with PAT of Rs. 185 mn. Management indicated that better volumes and realisations should drive further improvement in coming quarters.
Strong EBITDA growth and margin expansion in Q1 FY26 are positive for the stock, supported by the recovery in Basic Chemicals and steady Chlor Alkali performance. However, the continued margin pressure in the new Saykha project, high net debt-to-equity ratio of 0.79x, and weak returns (ROE at 1.7%) remain key concerns for investors.