Himadri Speciality Chemical Limited has informed the Exchange about Transcript of earnings conference call for Financial Performance for the 4th Quarter and financial year ended 31 March 2025 held on Tuesday, 29 April 2025 at 4:00 p.m. (IST).
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Himadri Speciality Chemical reported FY25 revenue of INR 4,596 crores, up 10% year-on-year, with EBITDA rising 33% to INR 844 crores and profit after tax growing 36% to INR 558 crores. EBITDA per ton improved 15% to INR 15,276 and the company ended the year with a net cash position of INR 371 crores and an ROCE of 34%. Management guided for FY27 PAT of INR 800+ crores and FY26 cash capex of INR 600-700 crores funded entirely from internal accruals. Key growth projects include specialty carbon black expansion at Singur (60,000 to 130,000 MTPA, operational by Q3 FY26), anthraquinone and carbazole capacity (Q2 FY27), Birla Tyres phased production starting end of Q1 FY26, and the first commercial LFP cathode plant outside China (40,000 MTPA in Q3 FY27, with potential revenue of INR 2,200-2,400 crores at full capacity).
Strong FY25 results, a clear FY27 PAT target of INR 800+ crores, and multiple capacity expansion plans across specialty carbon black, LFP cathodes, and tyres signal robust growth visibility. The net cash balance sheet and self-funded capex plan reduce dilution risk and support the bullish long-term outlook, which could be positive for the stock.