Chemfab Q1 FY27 Investor Presentation: Margins Improve, ECU Realisations Rise

Mgmt Guided Margin ImprovementOrder Pipeline DisclosedInvestor Communications View source PDF Explain this filing

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AI summary

Chemfab Alkalis Q1 FY27 consolidated revenue fell 20% YoY to 73.16 crore rupees but operational EBITDA rose 19% QoQ to 10.13 crore rupees, with margins expanding 245 bps to 13.85%. Chemical segment ECU realisations rose sequentially to 39,600 rupees per MT, and 10 MW captive hybrid power started on 25 May 2026, supporting margin gains. OPVC revenue dropped 85% YoY to 5.75 crore rupees due to Jal Jeevan Mission fund delays, yet EBITDA margins jumped sharply to 41.57%. Management guides for sustained margin improvement ahead.

Likely market impact

Captive power and ECU gains support margin upside; OPVC demand revival from Q2FY27 onwards could drive further earnings improvement.