Chembond Chemicals Limited has informed the Exchange about Transcript
CHEMBONDCH · price
▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.
Chembond Chemicals reported its highest-ever quarterly revenue of Rs. 101.4 crores in Q4 FY26, with full-year FY26 consolidated revenue at Rs. 326.15 crores (up 12% YoY). Water Technologies remains the dominant segment at 87% of revenue. Management acknowledged ~3% margin pressure from raw material cost increases (zinc, molybdenum) since late February, noting it takes about 2 quarters to pass on cost increases. Approximately 30% of the water business comes from public sector units (Indian Oil, NTPC, NPC) which refused price increases until the government declared force majeure two weeks ago. The company holds Rs. 65 crores in cash for network growth and geographical expansion. Management targets 1000 crore revenue over 4 years, with construction chemicals being the top growth priority.
The strong quarterly revenue crossing Rs. 100 crore is positive, but near-term margins face pressure from input costs. The stock could see moderate interest given volume-driven growth, though margin concerns and heavy dependence on water business (87%) may limit upside.