Chemfab Alkalis Limited has informed the Exchange regarding 'Chemfab Alkalis Limited has informed the Exchange regarding 'Investor Presentation for quarter ended 30.06.2025'.
CHEMFAB · price
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Chemfab Alkalis reported Q1FY26 revenue of ₹87.58 crore, up 15.2% YoY, with operational EBITDA at ₹14.73 crore (up 41.8% YoY) and margins expanding 306 bps to 16.81%. The Chlor-Alkali segment saw ECU realizations dip from ₹42,386/MT to ₹40,955/MT due to softer global caustic prices, and planned maintenance for recoating/re-membraning impacted production. The OPVC pipes segment faced muted demand with no major uptick in Jal Jeevan Mission fund flows. Management highlighted two key capex projects—₹260 crore technology modernization and ₹215 crore hybrid power project—both commissioning in Q2FY26, expected to deliver meaningful cost savings and improved profitability from Q3FY26 onwards. OPVC capacity is being expanded from 14,000 TPA to 23,000 TPA by FY26, with a 5th line due in Q2FY26.
Short-term headwinds from lower caustic prices and maintenance shutdown may keep near-term stock sentiment muted, but management's clear guidance for margin improvement from Q3FY26, ongoing capex execution, and OPVC capacity ramp-up tied to Jal Jeevan Mission (extended to 2028) provide a positive medium-term outlook. Investors should watch Q2FY26 commissioning milestones and H2 order inflows as key catalysts.