Tatva Chintan Pharma Chem Limited has informed the Exchange about Transcript
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Tatva Chintan reported Q1 FY26 operating revenue of INR 1,169 million, up 11% year-on-year and 8% sequentially. EBITDA rose 37% YoY to INR 173 million with margin expanding 287 bps to 14.8%, and PAT grew to INR 66 million (EPS INR 2.84). The SDA segment (INR 394 million) and PASC segment (INR 432 million, up 32% QoQ) led growth, while Electrolyte Salts remained small at INR 12 million. Management reaffirmed FY26 guidance of 25%+ revenue growth and 20% EBITDA margin, with capex of INR 110 crore planned. A significant update is that CFO Ashok Bothra is leaving the company. The semiconductor business has delivered pilot samples with commercialization expected from 2027 and full scale by 2029.
Reaffirmed 25% revenue growth and 20% margin guidance for FY26 is positive, supported by visible order pipeline in agro intermediates, Euro 7 SDA supplies starting October 2025, and a new hybrid-vehicle electrolyte customer. However, the CFO departure, ongoing delays in pharma intermediate commercialization (now expected August–September 2026), and the small current size of high-potential segments like electrolytes and semiconductors may limit near-term upside.