Transcript of Analyst/Investor Meet held on Tuesday May12,2026
PRIVISCL · price
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Privi Speciality Chemicals reported strong FY26 results with revenue of Rs 2,583 crore (up 22% YoY), EBITDA of Rs 665 crore (up 40% with 25.76% margins), and PAT of Rs 328 crore (up 75%). The company achieved 6.5% volume growth and 8% price increase. Management guided for 20% revenue growth and sustained 20%+ EBITDA margins in FY27. A multi-year target of Rs 5,000 crore revenue and Rs 1,000+ crore EBITDA over 3-4 years was reiterated. Phase 1 capex (capacity to 54,000 MT) will complete by June 2026, with Phase 2 targeting 72,000 MT by 2028. New products (ethyl maltol, maltol, cyclopentanone) are on track for Q1 FY27 commercialization. The JV with PRIGIV turned profitable in Q4 and expects Rs 130 crore revenue in FY27. The proposed merger with Privi Fine Sciences and Privi Biotechnologies awaits NCLT approval, expected in FY27.
Strong execution with margin expansion and multi-year growth visibility. The 20% growth guidance for FY27 and path to Rs 5,000 crore revenue targets signal sustained outperformance. New product launches and PRIGIV turnaround add near-term catalysts.