Bodal Chemicals Limited herewith inform Exchange about Earning Presentation for Q4 - May 2026
BODALCHEM · price
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Bodal Chemicals reported strong Q4FY26 results with revenue of Rs 5,906 mn (up 30% YoY) and PAT of Rs 478 mn (up 158% YoY), driven by improved volumes, better realizations, and SGST incentive recognition from Punjab. FY26 full-year revenue stood at Rs 20,539 mn (up 16%) and PAT at Rs 478 mn. EBITDA margins improved to 12.0% in Q4 vs 10.9% YoY, and 9.9% for FY26 vs 9.7% prior year. Basic Chemicals segment was a standout with 80% revenue growth in FY26, aided by raw material price pass-through. The Saykha benzene downstream plant faces margin pressure from competition and raw material costs but is expected to contribute gradually. Subsidiaries had mixed performance — BCTPL grew 115% while Bodal China declined 42% and the Turkish subsidiary reported hyperinflation losses of Rs 26.5 mn. Net debt-to-equity improved to 0.67x from 0.79x.
Improved margins and strong PAT growth signal operational efficiency gains. However, the low PAT margin of 2.3% for FY26 and ongoing pressure at the Saykha plant suggest caution. The debt reduction trend and working capital improvement are positive for shareholder value.