Transcript of Investor/Analyst Conference Call held on May 18, 2026

Mgmt Guided Margin ImprovementPromoter Disclosed Acquisition PlansOrder Pipeline DisclosedAnalyst Day Multiyear TargetsInvestor Communications View source PDF

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₹31.45

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₹31.90

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AI summary

Fineotex Chemical reported Q4 FY26 revenue of INR314 crores (up 162% YoY) and PAT of INR44 crores (up 118% YoY). The US acquisition of CrudeChem Technologies (53% stake, with 25% more due Jan 2028) contributed ~INR165-170 crores in the quarter and is tracking at ~$90-100 million annualized run rate. Management guided for blended EBITDA of 18-20% (potentially in FY27 itself) versus current 14%, and set a $200 million revenue target for CCT by 2028 (ahead of original 2030 timeline). Capacity doubling is underway with $7 million capex already deployed. International revenue now represents 70% of total sales. The company is evaluating further M&A in US and Middle East with INR300+ crore cash on books.

Likely market impact

Strong execution on the CrudeChem acquisition with clear margin improvement path and multi-year growth targets positions the stock favourably, though the aggressive $200M revenue guidance for CCT by 2028 will require monitoring.