Enclosed herewith Results Presentation for the period ended December 31, 2025.
DAICHI · price
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Dai-ichi Karkaria filed its Q3 FY25-26 results presentation with BSE. The company reported a mixed demand environment, with softer realizations and uneven demand in certain segments. Quarterly sales were hit by the temporary loss of an Oilfield chemical tender, impacting both volumes and revenues, though management expects to regain this business in coming quarters. The existing alkoxylation capacity ran close to full utilisation during the period. A new ethoxylation reactor is on track for commissioning in Q4 FY26, which is expected to substantially expand alkoxylation capacity. The company continues to invest in R&D and customer engagement to support incremental growth opportunities.
Near-term pressure on revenues and margins due to softer realizations and the lost oilfield tender, but the upcoming ethoxylation capacity addition could be a growth lever from FY27 onwards. Watch for recovery in the oilfield segment and ramp-up of the new reactor.