Tatva Chintan Pharma Chem Limited has informed the Exchange about Transcript

Tatva Chintan reported Q4 FY26 operating revenue of INR1,341 million (24% YoY growth) with EBITDA of INR281 million (214% YoY growth) and margin of ~21%. Management reaffirmed FY27 guidance of ~25% revenue growth and 20-22% EBITDA margin. Key growth drivers include Electrolyte Salts expected to contribute 8-10% of FY27 revenue, SDA segment projected to grow 20% to INR250-300 crores, and new Pharma products adding INR70-75 crores. The new Dahej plant is fully operational with current facility capacity reaching INR850-900 crores potential. Jolva greenfield project will break ground within 60 days, with Phase 1 commercial production by Jan-Mar 2028 (revenue potential INR400-500 crores). Semiconductor chemicals achieved first plant-scale trial dispatch this quarter, with full commercialization expected by end 2028/early 2029. Geopolitical pressures have increased raw material costs by 30-40% but are largely being passed on to customers. Total capex planned: INR100 crores in FY27 and INR175 crores in FY28 for the Jolva project.