We are enclosing herewith the 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 ....
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Himadri Speciality Chemical reported strong FY25 results with total revenue growing 10% to INR 4,596 crores, EBITDA up 33% to INR 844 crores, and PAT rising 36% to INR 558 crores. Sales volumes grew 16% year-on-year to 552,206 metric tons, with EBITDA per ton at INR 15,276 and ROCE at 34%; the company remains net cash positive at INR 371 crores. Management guided for INR 800+ crores PAT by FY27, with FY26 capex of INR 600-700 crores fully funded through internal accruals. Key growth projects on track include the Singur specialty carbon black brownfield expansion (operational Q3 FY26), the world's first commercial LFP cathode plant outside China (Phase 1 by Q3 FY27), and a phased relaunch of Birla Tyres from end of Q1 FY26.
The earnings beat, clear multi-year PAT roadmap, and zero-debt capex plan are positives for shareholders, though execution risk remains high as several large projects come on stream simultaneously over FY26-FY27.