BSEChemkart India LtdMediumNeutral
Announced Thu, 11 Sept · 18:20 IST

Investor Presentation by the Company.

Mgmt Guided Margin ImprovementInvestor Communications View source PDF

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AI summary

Chemkart India Ltd, a BSE-SME listed B2B supplier of raw ingredients for nutraceutical, sports and health supplements, shared its investor presentation. FY25 consolidated revenue grew to ₹20,328 lakhs (up from ₹13,203 lakhs in FY24), with EBITDA at ₹3,276 lakhs (16.1% margin) and PAT at ₹2,426 lakhs (11.9% margin), reflecting 3-year CAGRs of 32.7% in revenue, 67.1% in EBITDA and 64.2% in PAT. ROE stood at 46% and ROCE at 49% in FY25. The company is building a greenfield nutraceutical CDMO facility at JNPT SEZ through its subsidiary EZRM, on a 4,120 sq.m plot leased for 60 years, expected to be operational by FY27, targeting export markets with microencapsulation and liposomal technologies. Currently, 99.25% of revenue is domestic, with amino acids (44.4%) and sports nutrition (33.2%) being the largest segments.

Likely market impact

Strong financial momentum and the new SEZ-based CDMO facility point to future growth and potential margin expansion through vertical integration. However, current heavy reliance on domestic markets and rising working capital needs could cap near-term upside; the FY27 commissioning timeline is a key catalyst for shareholders to watch.