Himadri Speciality Chemical Limited has informed the Exchange about Transcript
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Himadri reported record FY26 performance with consolidated EBITDA of INR 1,006 crores (up 19% YoY) and PAT of INR 755 crores (up 36% YoY). The company successfully commissioned its first anode material facility (200 MTPA) in Mahistikry, West Bengal, and is on track with Phase 1 of its LFP cathode plant (40,000 MTPA total, first 2,000 MT by Q3 FY27). Speciality carbon black capacity now stands at 130,000 MTPA, making it the world's largest single-location plant. The newly acquired Birla Tyres contributed INR 187 crores revenue with a target of INR 3,000 crores in 4 years. Management committed to doubling PAT from FY25 levels (INR 555 crores) to INR 1,100+ crores by FY28 and expressed confidence in sustaining and strengthening margins with new capacities coming online.
The strong margin expansion and clear multi-year growth roadmap (lithium-ion battery materials, Birla Tyres revival) positions the stock favorably. Management's focus on ROCE and disciplined capital deployment reduces execution risk for the ambitious LFP and anode capacity plans.