Submission of investor presentation for the quarter and financial year ended 31st March 2026
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Chemfab Alkalis reported Q4 FY26 consolidated revenue of ₹68.74 crore with operational EBITDA of ₹8.36 crore (12.16% margin), showing sequential improvement from Q3. Chlor-Alkali segment revenue was ₹55.63 crore with ECU realisations improving to ₹39,100/MT. OPVC segment faced headwinds with revenue falling to ₹13.11 crore due to delayed Jal Jeevan Mission fund flows. Full year FY26 revenue declined to ₹288.56 crore with EBITDA margin at 12.72%. Key developments include completion of ₹56 crore technology modernisation (commissioned November 2025) and hybrid power plant expected to commence from late May 2026. OPVC capacity expanded to 20,000 TPA with Line 7 planned for Q2 FY27. Management expects FY27 to be materially stronger driven by cost efficiencies, power savings, and revival of OPVC demand from Jal Jeevan Mission 2.0.
The completion of modernisation and hybrid power projects should drive meaningful cost savings and margin improvement in FY27. Jal Jeevan Mission 2.0 approval provides order pipeline visibility for the OPVC segment, though meaningful revenue impact is expected only from Q2 FY27.