Enclosed herewith Results Presentation for the period ended September 30, 2025
DAICHI · price
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Dai-Ichi Karkaria, a specialty chemicals maker, posted Q2 FY25-26 sales of ₹42.7 crore, up 17% in value and 7% in volume compared to the same quarter last year. Growth was led by the oilfield chemicals segment, which benefited from higher overseas demand and sustained orders from key accounts. Other segments were broadly steady, with slight softness in export-linked demand. Industry sentiment remained subdued due to global trade uncertainties and selective demand slowdown. Operationally, the Dahej site ran stably with improvements in batch cycle times, and a new ethoxylation reactor is on track to be commissioned in the next financial year to support growth in high-demand segments. The management expressed confidence in delivering sustainable growth in the second half, supported by capacity expansion, value-added product mix, and stable operations.
Shareholders view this as a steady, in-line quarter with no major surprises — healthy value growth was largely driven by the oilfield segment and capacity utilisation. The upcoming ethoylation reactor commissioning is a positive medium-term trigger, though near-term export headwinds and subdued industry conditions cap upside momentum for the stock.