Investor Presentation by the Company.
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Chemkart India Ltd, a B2B supplier of raw ingredients for nutritional and health supplements, reported H1 FY26 revenue of ₹10,322.6 lakhs, down 8.75% year-on-year due to an industry-wide price correction, especially in Creatine Monohydrate and Glycine. EBITDA fell 30% to ₹1,415.6 lakhs with margins compressing from 17.88% to 13.71%, and PAT declined 35% to ₹1,015.3 lakhs. However, revenue improved 14.5% sequentially versus H2 FY25, and management expects pricing pressure to reverse, supported by a strong order book for the second half. The company recently listed on the BSE SME platform, boosting cash reserves from ₹283 lakhs to ₹4,375 lakhs and cutting short-term borrowings sharply to ₹126 lakhs. A greenfield nutraceutical CDMO facility at JNPT SEZ is under construction, targeting export markets with a Vision 2030 plan to become a global biotechnology leader with 70% manufacturing-driven revenues.
Near-term margins remain under pressure from price corrections and US tariff-related demand softness, but sequential improvement and a strong H2 order book suggest a recovery is underway. The new SEZ-based manufacturing facility and strong balance sheet post-listing position the company for long-term margin expansion through vertical integration into higher-value CDMO services.