Chemcon Speciality Chemicals Limited has informed the Exchange about Investor Presentation
CHEMCON · price
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Chemcon Speciality Chemicals shared its February 2026 investor presentation detailing Q3 FY26 results. Revenue rose to ₹57.3 Cr (vs ₹54.4 Cr in Q3 FY25), but EBITDA fell sharply to ₹6.7 Cr from ₹11.3 Cr, and PAT dropped to ₹5.1 Cr from ₹8.8 Cr, reflecting significant margin compression driven by higher raw material costs. For 9M FY26, revenue grew to ₹164.6 Cr (vs ₹152.5 Cr) but EBITDA declined to ₹21.3 Cr from ₹26.9 Cr. Management cited Chinese dumping, pricing pressure, muted demand, and crude oil volatility as headwinds. The company acquired Shivam Petrochem Industries for ₹36 Cr (slump sale) and is setting up two new plants (P10, P11) for organic chemicals, targeted for Q4 FY26.
Despite higher revenues, sharp EBITDA and PAT declines signal pricing pressure and rising input costs, which are likely to weigh on the stock in the short term. However, the Shivam Petrochem acquisition and upcoming P10/P11 capacity expansion could support medium-term growth, though visibility remains limited until demand and Chinese supply conditions normalise.