Valiant Organics Limited has informed the Exchange about Investor Presentation
VALIANTORG · price
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Awaiting price reaction for this filing.
Valiant Organics filed its Q3/9M FY26 investor presentation with the exchanges. On a 9-month basis, revenue was largely flat at INR 5,210 Mn but EBITDA jumped 84% YoY to INR 616 Mn with margin expanding 533 bps to 11.82%, and the company swung from a loss of INR 76 Mn to a profit of INR 175 Mn. Q3 alone was weaker — revenue fell 14.8% YoY to INR 1,593 Mn due to pricing pressure and soft demand, though EBITDA margin still improved 155 bps to 9.79%. Gross margin expanded over 500 bps to 43% in 9M FY26, helped by an exceptional INR 57 Mn insurance claim refund. The company is a specialty chemicals maker with 70,000 TPA capacity across 6 plants, and currently has a market cap of around INR 7,684 Mn with the stock at INR 274.3.
The strong 9M margin recovery and return to profitability are positive signals on cost discipline, but Q3 softness and ongoing pricing pressure may keep near-term sentiment cautious. Investors should watch whether the margin gains hold once the one-time insurance income falls out of the numbers.