Q1FY27 Earnings Call: 28% Revenue Growth, 2 New Products, INR 2,000 Cr Capex
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Q1FY27 revenue grew 28% YoY to INR 1,432 Cr; EBITDA up 33% at INR 313 Cr (22% margin); PAT up 27% at INR 228 Cr. CMD unveiled two new high-value products: indigenously developed Carbon Nanotube (200 MTPA, commissioning Q4FY27) and Super Speciality Carbon Black (6,000 MTPA). LFP cathode Phase 1 of 2,000 MTPA by Q3FY27, with 200,000 MTPA long-term plan backed by INR 4,800 Cr capex. Total two-year capex about INR 2,000 Cr, self-funded via free cash flow, no debt. INR 1,100 Cr PAT target by FY28 reiterated.
Strong quarter with high-value product additions and self-funded capex roadmap; reiteration of FY28 PAT target and China-independent supply chain boosts confidence.