Annual Report FY26: Revenue up 15.7% but margins decline

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CHEMCON · price

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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reactionminutes from the announcement price · days from the prior close

+2.3%Reaction day

₹192.51

prior close

₹195.48

announcement price

In-mkt

timing

Nifty Microcap 250market · in no size index; the smallest one is used-0.4%+2.8% vs market

Specialty Chemicals peers, median of 102sector-0.4%+2.8% vs sector

On the reaction day the stock moved 2.8 pts more than Nifty Microcap 250 and 2.8 pts more than its Specialty Chemicals peers, over the same two closes: a difference in percentage points, not a measure of what the filing did.

Minutes after the announcementfrom the announcement price · no benchmark

Stock

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30m

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Sessions after the filingfrom the prior close

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Reaction day

+2.3-0.4+2.8-0.4+2.8

Next day

+5.2+0.2+5.0+0.4+4.8

+3.2-0.1+3.2-0.3+3.5

+3.9+0.2+3.6+0.8+3.1

+3.9+0.5+3.4-0.0+3.9

+2.9-0.4+3.3-0.2+3.0

+4.4-0.4+4.8+0.0+4.4

15d

+10.4-2.5+12.9-2.0+12.3

+18.5+0.3+18.2+1.0+17.5

-2.3-9.4+7.0-9.4+7.0

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UpDownMarket · Nifty Microcap 250Sector · Specialty Chemicals peers, median of 102Pending

Minute windows have no benchmark: there is no intraday index history to compare against.

AI summary

Chemcon reported FY26 revenue of Rs 240 crore, up 15.7% YoY from Rs 207.4 crore, driven by improved demand and better realizations. However, sharp rise in raw material costs pressured profitability. EBITDA fell 8.2% to Rs 30.2 crore with margin at 12.6% versus 15.9% earlier. PAT declined 3.7% to Rs 23.6 crore and EPS was Rs 6.44 versus Rs 6.68. Integration of Shivam Petrochem slump sale acquisition is progressing, expected to contribute in coming years.

Likely market impact

Topline growth is healthy, but margin compression and lower PAT may weigh on near-term sentiment despite improving demand outlook.