Enclosed is the Transcript of Earning Call held on 14.05.2026
CLEAN · price
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Clean Science reported Q4 FY26 standalone revenue of INR 193 crores (up 8% QoQ but down 19% YoY), with EBITDA margin at 46% and PAT margin at 40%. Full year standalone revenue declined 12% to INR 796 crores due to loss of a key FMCG customer (4-MAP product) and pricing pressure. The HALS business achieved its highest ever quarterly revenue with over 1,000 tonnes sold in Q4, with export mix improving from 20% to 50%. Subsidiary Clean Fino-Chem reported its first positive EBITDA of INR 7-8 crores in Q4, with the HQ/Catechol plant under stabilization phase. Promoter directors voluntarily reduced their performance bonus to less than 1% of PBT from the entitled 4%. The company declared a final dividend of INR 4 per share (400% of face value).
While standalone revenue declined due to customer loss and pricing pressure, margin improvement driven by HALS mix and favorable product mix signals operational strength. The subsidiary achieving positive EBITDA is a key milestone. Management remained cautious on FY27 guidance pending geopolitical developments.