Tatva Chintan Pharma Chem Limited has informed the Exchange about Transcript
TATVA · price
▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.
Awaiting price reaction for this filing.
Tatva Chintan reported Q4FY25 revenue of ₹1,079 million, up 10% year-on-year and 26% sequentially, but EBITDA fell 43% YoY to ₹90 million with margins shrinking to 8.3% from 15.9%. For full-year FY25, revenue was nearly flat at ₹3,827 million, while EBITDA nearly halved to ₹342 million (margin 8.9% vs 17.3%) and PAT dropped to ₹57 million from ₹304 million. The MD stated 'the worst is behind us' and guided for FY26 revenue growth of over 25% and EBITDA margin recovery to around 20–21%, with sharp improvement expected in H2 FY26 as new products begin commercial supply. The company secured a bulk commercial order for a major agro intermediate (starting Q3FY26), is building a new ₹105–110 crore facility targeted for January 2026, and made progress in ultra-high-purity semiconductor chemicals (achieved under 10 PPB purity).
This is a recovery play — weak FY25 print is now in the base, with management betting on a sharp H2 FY26 rebound driven by new agro products and operating leverage. Key risk for shareholders is execution: previous FY25 guidance was missed, and the 20% margin target depends on resolving operational inefficiencies over the next 3–6 months. Watch commercial dispatch of the new agro intermediate in Q3FY26 as the main catalyst.