Pursuant to Regulation 30 of SEBI (Listing Obligations and Disclosure Requirements), Regulations 2015, we enclosed the transcript of the 'Analyst/ Investor Meet - Audited Financial Results ....
CHEMBONDCH · price
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Chembond Chemicals reported FY26 consolidated revenue of Rs.326.15 crores (12% YoY growth), with Q4 FY26 delivering its highest ever quarterly revenue of Rs.101.4 crores. EBITDA for the year was Rs.51 crores (7% growth) and PBT was Rs.45 crores (7% growth). Water Technologies remains the dominant segment at 87% of revenue, growing 36% in H2. Management flagged a ~3% margin impact from raw material cost inflation (metals like zinc, molybdenum), exacerbated by geopolitical tensions. The company invoked force majeure, with private sector customers accepting temporary price increases while public sector PSUs (28-30% of water business) refused adjustments. Management aims to grow other segments faster to reduce water's dominance, targeting Rs.1,000 crore revenue in four years.
Near-term margin pressure expected due to raw material costs, though management indicated contract renewals at higher prices should restore margins within 2 quarters. Revenue growth momentum appears intact with strong order book for water chemicals business.