Pursuant to the Investor meet completed on 22nd September 2025 and in continuation of the Intimation submitted by Shiv Texchem Limited, we are hereby submitting a corrigendum to the Presentation ....
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Shiv Texchem, a Mumbai-based importer and distributor of hydrocarbon-based chemicals, submitted a corrected investor presentation after meeting analysts on 22 September 2025. The company showed strong FY22-FY25 growth with Revenue CAGR of 37%, EBITDA CAGR of 58%, and PAT CAGR of 51%, reaching FY25 revenue of ₹2,205 Cr, EBITDA of ₹89 Cr (4% margin), and PAT of ₹48 Cr. Management provided forward guidance targeting FY26E revenue of ₹3,100 Cr and FY27E revenue of ₹4,200 Cr (38% CAGR), with EBITDA projected at ₹175 Cr and PAT at ₹100 Cr by FY27E. The company disclosed recent order wins worth ₹39 Cr from BASF India, GNFC, Innovative Resins, and Orson Resins for styrene monomer and toluene. Key clients include BASF, Berger Paints, Pidilite, Reliance, Lupin, ITC, and Gujarat Fluorochemicals, with the strategy focused on pivoting to higher-margin specialty products like Mixed Heptane (~25% gross margin).
The presentation outlines an aggressive growth roadmap with revenue nearly doubling over two years, supported by disclosed order wins and a pivot toward specialty chemicals. For shareholders, this signals strong top-line visibility, though EBITDA margins remain thin at 4%, meaning earnings growth depends heavily on scaling volumes and the specialty product mix shift.