PCBLNSEPCBL Chemical LimitedMediumNeutral
Announced Thu, 30 Apr · 14:11 IST

PCBL Chemical Limited has informed the Exchange about Investor Update Q4 FY26

Cfo Debt Reduction RoadmapInvestor Communications View source PDF

PCBL · price

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AI summary

PCBL Chemical reported Q4 FY26 revenue of Rs 2,066 Cr with EBITDA of Rs 248 Cr (12% margin), down from Q4 FY25 levels. For full year FY26, consolidated revenue stood at Rs 8,190 Cr and EBITDA at Rs 1,081 Cr (13% margin), compared to Rs 8,404 Cr and Rs 1,384 Cr respectively in FY25. The company achieved record carbon black sales volume of 6,18,956 MT in FY26, growing 8% YoY in Q4 and 4% for the year. Specialty Black sales surged 26% YoY in Q4. Positively, net borrowings were reduced by Rs 454 Cr during the year, and new capacity expansions (90,000 MTPA rubber line in TN, specialty black and battery chemicals lines) are coming online. Aquapharm Chemical contributed Rs 339 Cr revenue with Rs 29 Cr EBITDA in Q4.

Likely market impact

Revenue and EBITDA declined year-on-year due to lower realizations despite higher volumes. However, debt reduction and new specialty capacity additions position the company for margin recovery as these segments scale up. Near-term headwinds are acknowledged but management is building momentum for FY27 volume growth and margin expansion.