Himadri Speciality Chemical Q4 & FY26 Investor Presentation

Mgmt Guided Margin ImprovementPromoter Disclosed Acquisition PlansAnalyst Day Multiyear TargetsInvestor Communications View source PDF

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▲ 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

+6.0%1-day move

₹538.00

prior close

₹549.00

base price

After-mkt

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+4.0+6.1+7.1+8.1+6.0+6.1+11.5+13.1+13.6+19.4+2.4+11.0+23.5+46.4

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AI summary

Himadri reported record FY26 consolidated results: revenue Rs 4,661 Cr (+1% YoY), EBITDA Rs 1,006 Cr (+19%), PAT Rs 755 Cr (+36%). Q4 revenue grew 14% YoY to Rs 1,288 Cr. Company is net cash at Rs 121 Cr with ROCE of 32%. Milestones: 70,000 MTPA speciality carbon black launched, Birla Tyres commenced, 200 MTPA anode material plant operational April 2026. LFP cathode Phase 1 targeted Q3FY27. Strategic investments in Sicona (~19-22%), IBC (17.29%), and Invati (40%) reinforce battery materials push. Final dividend of Re 0.80/share recommended.

Likely market impact

Record profitability, net cash position, and clear 2028 roadmap for battery materials expansion signal strong multi-year growth; positive for shareholders.