Privi Speciality Chemicals Limited has informed the Exchange about Transcript
PRIVISCL · price
▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.
Awaiting price reaction for this filing.
Privi Speciality Chemicals reported its best-ever quarterly and annual performance in FY25. Q4 FY25 total income rose 28% YoY to Rs.628 crore with EBITDA up 50% to Rs.147 crore (margin 23.5%) and PAT doubling to Rs.64 crore. Full-year FY25 revenue grew 19% to Rs.2,122 crore, EBITDA jumped 37% to Rs.474 crore (margin 22.3% vs 19.7% prior year), and PAT nearly doubled to Rs.185 crore. Exports contributed 70-72% of revenue. Plants are running at 85-90% capacity, and the company is debottlenecking capacity from 48,000 MT to 54,000 MT by March 2026, requiring Rs.250-300 crore of capex. The Givaudan JV (PRIGIV) was commissioned in February 2025, expected to break even in FY26-27, with potential to reach Rs.300-350 crore revenue in 3-4 years. Management targets sustained 20-25% growth and EBITDA margins above 20%.
Strong execution with margin expansion and a clear growth roadmap (capacity addition, premium product launches, China+One benefits, and Givaudan JV) supports a constructive outlook. Limited US exposure (~10%) cushions tariff risks. Shareholders may view the multi-year targets on revenue, margins, and asset turnover positively, though management declined to share product-wise or volume breakdowns.