Investor presentation: Record quarterly revenue, margin pressure flagged as temporary
TATVA · price
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On the reaction day the stock moved 1.3 pts less than Nifty Microcap 250 and 0.6 pts less than its Specialty Chemicals peers, over the same two closes: a difference in percentage points, not a measure of what the filing did.
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Q2 FY27 revenue rose 76% YoY to 2,173 crore, highest ever quarterly turnover. H1 FY27 revenue up 60% at 3,844 crore. EBITDA grew 83% YoY in Q2 to 407 crore, margin steady at 19%. PAT jumped 116% YoY to 215 crore. Management flagged temporary margin pressure from 60-100% solvent price hikes and doubling of global freight costs, expecting normalization by Q3 FY27 and EBITDA margin to resume healthy trajectory. EURO 7 emission norms boosting SDA sales, greenfield project on schedule, semiconductor chemicals progressing.
Record revenue signals strong demand. Margin headwinds seen as temporary, with recovery expected from Q3 FY27 onwards.