Vishnu Chemicals Limited has informed the Exchange about Transcript
VISHNU · price
▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.
Awaiting price reaction for this filing.
Vishnu Chemicals posted its highest-ever quarterly PAT of INR38.9 crore in Q4 FY25 (up 40% YoY), with full-year FY25 revenue at INR1,446.6 crore (up 19% YoY) and PAT at INR126.6 crore (up 25% YoY). The Barium segment outperformed with 30% volume growth in FY25, supported by the Ramadas Minerals acquisition which has already recouped 60% of its cost in 6 quarters. Q4 margins in Chromium chemicals were temporarily hit by higher raw material and freight costs, but management expects gross margins to rebound to the 44-45% range. The company guided for 15-20% revenue growth in FY26 and a steady-state consolidated EBITDA margin of 20%+ over the next 2 years. Strontium carbonate commercial production is planned from mid-June, with revenue potential of INR250-300 crore over 2 years, while the South Africa chrome mine is awaiting statutory clearances and is expected to start by Sept-Oct.
Positive for shareholders — strong PAT growth, debt-to-equity at a lean 0.37x with INR80 crore cash, and a 15% dividend recommended signal financial health. The forward guidance on margin recovery to 20%+ EBITDA, backed by backward integration (chrome mine) and new chemistries (strontium), supports a constructive outlook, though near-term Q4 margin softness and dependence on regulatory clearances for the mine remain key watchpoints.