Chemfab Alkalis Limited has informed the Exchange regarding 'Submission of Investor Presentation for quarter and financial year ended 31st March 2026'.
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Chemfab Alkalis submitted its Q4 & FY26 investor presentation. Q4FY26 consolidated revenue was Rs 68.74 crore (up 10.6% QoQ but down 21.7% YoY) with operational EBITDA of Rs 8.36 crore (up 61.7% QoQ), and EBITDA margin improved to 12.16% from 8.32% in Q3FY26. For FY26 standalone, revenue stood at Rs 288.56 crore with EBITDA of Rs 36.70 crore and margin of 12.72%. Chlor-Alkali segment (68% of revenue) reported Q4 revenue of Rs 55.63 crore with ECU realisations improving to Rs 39,100/MT from Rs 38,500/MT in Q3. OPVC segment (32% of revenue) saw Q4 revenue of Rs 13.11 crore, significantly impacted by no fund flows under Jal Jeevan Mission. Key positives include: (1) Technology Modernisation Programme completed in Nov 2025, (2) Hybrid Power Plant ready and expected to commence supply from last week of May 2026, (3) Management guiding FY27 to be materially stronger driven by caustic price stabilization, operational efficiencies, and revival in OPVC demand with Jal Jeevan Mission 2.0 and AMRUT 2.0.
Management's positive outlook for FY27 is driven by multiple tailwinds: lower power costs from hybrid power, improved caustic realizations, and anticipated OPVC demand recovery from Jal Jeevan Mission 2.0. The completed modernization programme should drive margin improvement going forward.