Investor Presentation - May 2026

Promoter Disclosed Acquisition PlansInvestor Communications View source PDF

CHEMCON · price

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

Price reaction · full curve 14 horizons · vs prior close

+10.4%1-day move

₹184.70

prior close

₹190.00

base price

After-mkt

timing

5m10m15m30m1D2D3D4D5D7D15D1M2M3M

-1.8-1.7-1.4-1.6+10.4+4.7+1.0-0.4+0.0-0.9+4.0+3.4-3.1—

Up moveDown movePending

AI summary

Chemcon reported Q4FY26 revenue of ₹75 crore (37% YoY growth) and FY26 revenue of ₹240 crore (16% YoY growth). However, profitability declined with FY26 EBITDA at ₹30.2 crore (-8% YoY) and PAT at ₹23.6 crore (-3% YoY), as EBITDA margins compressed from 15.8% to 12.6% due to subdued demand, pricing pressure, and geopolitical headwinds. The company acquired Shivam Petrochem Industries for ₹36 crore via slump sale to expand into bulk drugs and specialty chemicals, with integration nearing completion. Newer products like Bromobenzene and 2-Bromo are gaining traction in pharma and agrochemical sectors. Two new plants (P10, P11) are planned for Q1 FY27e to expand organic chemicals capacity.

Likely market impact

While Q4 showed strong recovery, the full-year margin compression signals ongoing pricing and demand challenges that could weigh on profitability despite revenue growth. The Shivam acquisition may provide diversification benefits if integration succeeds as planned.