Chemcon Speciality Chemicals Limited has informed the Exchange about Investor Presentation
CHEMCON · price
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Chemcon Speciality Chemicals reported Q1 FY26 revenue of ₹53.5 Cr, up 18% YoY from ₹45.5 Cr, driven by a steady recovery in its Organic Chemicals segment (HMDS, CMIC, Bromobenzene). EBITDA rose 8% YoY to ₹7.7 Cr and PAT grew 19% YoY to ₹6.4 Cr, with PAT margin steady at 11.9%. Management flagged that persistent Chinese supply moderated pricing of key products, and weak oil drilling activity globally hurt demand for inorganic chemicals, though a recovery is expected. The P-10 and P-11 expansion plants, which will manufacture a completely new range of organic chemicals, remain on track for Q3 FY26 commissioning. Total borrowings also reduced sharply from ₹42.7 Cr (Mar-24) to ₹24.7 Cr (Mar-25), strengthening the balance sheet.
The 18% revenue growth and PAT margin stability are mildly positive, but pricing pressure from Chinese competition and soft oil-drilling-linked inorganic demand cap near-term optimism. The debt reduction and upcoming P-10/P-11 capacity additions provide a longer-term growth cushion, potentially supporting the stock on positive volume and new-product traction in coming quarters.