Chemfab Alkalis Limited has informed the Exchange regarding 'Chemfab Alkalis Limited has informed the Exchange regarding 'Chemfab Alkalis Limited has informed the Exchange regarding 'Investor Presentation for quarter ended 30 th September, 2025'.
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Chemfab Alkalis filed its Q2 FY26 investor presentation. Consolidated revenue fell 10.6% YoY and 19.3% QoQ to ₹70.66 cr, with operational EBITDA dropping 33% YoY to ₹8.44 cr and margins compressing to 11.94% (vs 16.03% YoY). The Chlor-Alkali segment posted another loss-making quarter (EBITDA of –₹1.27 cr) as ECU realisation slipped from ₹40,955/MT in Q1 to ₹36,700/MT on global caustic price softness and tariff impacts. The OPVC segment saw revenue fall 21.8% YoY due to weak Jal Jeevan Mission (JJM) fund flow, but EBITDA margin expanded sharply to 35.96% from 30.95% QoQ. Management guided for improvement from Q4 FY26, citing the ₹60 cr technology modernisation programme (target completion November 2025) and captive hybrid power plant (₹15 cr annual savings expected from Q4). OPVC capacity is being scaled from 14,000 TPA to 23,000 TPA by FY26 via three new lines at Sri City (Lines 5–7), with 2–2.5 year payback per line.
The weak Q2 print is largely known, but management's forward commentary on margin recovery from Q4, cost-saving initiatives, and the visible OPVC capacity expansion pipeline (backed by JJM and AMRUT 2.0 demand) could support sentiment. Key near-term triggers to watch are commissioning of the technology modernisation project, hybrid power plant charging, and resumption of JJM allocations.