FCLBSEFineotex Chemical LtdMediumNeutral
Announced Sat, 16 May · 18:14 IST

Investor Presentation for the financial result of the company for the quarter and year ended March 31, 2026

Mgmt Guided Margin PressureInvestor Communications View source PDF

FCL · price

Loading chart…

▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve 14 horizons · vs prior close
+30.0%1-day move
₹25.38
prior close
₹26.99
base price
After-mkt
timing
5m10m15m30m1D2D3D4D5D7D15D1M2M3M
+2.5-0.7+0.2+1.4+30.0+33.5+23.9+31.8+55.6+53.7+57.2+71.4+54.6
Up moveDown movePending
AI summary

Fineotex Chemical reported strong Q4 FY26 results with revenue jumping 162% YoY to Rs. 313.73 crore, driven by the newly acquired CrudeChem Technologies (US oilfield chemicals business). Full-year FY26 revenue grew 45% to Rs. 772.23 crore, while PAT increased 14% to Rs. 125.01 crore. However, margins declined across the board due to integration costs and raw material volatility from Middle East geopolitical tensions. Q4 EBITDA margin fell to 13.93% from 17.77% a year ago, and gross margin dropped to 29.07% from 36.22%. The company maintained debt-free status with ROIC of 31% and working capital at 79 days. CrudeChem integration showed improved operational efficiency and capacity utilization, with management doubling manufacturing capacity at the new US facility to capture growing oilfield chemicals demand.

Likely market impact

The strong topline growth from the CrudeChem acquisition is positive, but margin compression signals integration headwinds and competitive pricing pressure. The company's debt-free status and improving returns (ROIC 31%) provide financial flexibility, while capacity expansion in the US positions the business for larger contracts in the oilfield chemicals market.