NSE: CHEMBOND · BSE: 530871
CHEMBOND MATERIALTECH LTD
Operates two business segments. Speciality Chemical is the larger, contributing 83.1% of segment revenue at Rs 207.93 crore in FY26, while Animal health contributed 16.9% at Rs 42.15 crore. In Q1 FY27, consolidated revenue rose 25.6% year-on-year to Rs 72.42 crore, with Speciality Chemical up about 29% and Animal Health up 7.7%. The largest cost is materials, at 58.9% of FY26 revenue, followed by other operating expenses (18.8%) and employee costs (15.0%). Capital expenditure was 8.4% of revenue and depreciation 1.4%. The board has recommended a final dividend of Rs 2 per share (40% on Rs 5 face value) for FY26, with record date July 2, 2026. Promoters collectively held 68.08% of the equity as of March 31, 2026, with no encumbrance on those shares during the year. AR · MarketPing reader · 2026-08-02
Revenue streams, as the annual report describes them. Speciality Chemical (83%), Animal health (17%). Two-segment specialty chemicals and animal health business, materials-intensive
Exhibit 1: Financial summary, FY22–FY26 (all audited; no estimate years)
| ₹ crore · consolidated | FY22 | FY23 | FY24 | FY25 | FY26 |
|---|---|---|---|---|---|
| Revenue | 349 | 440 | 462 | 201 | 250 |
| EBITDA (ex other income) | 18 | 35 | 49 | 15 | 17 |
| margin % | 5.0 | 7.9 | 10.7 | 7.5 | 6.7 |
| Owners' profit | 14 | 25 | 44 | 18 | 13 |
| EPS, as reported (₹) | 10.35 | 18.36 | 33.02 | 13.06 | 9.59 |
| ROE % · ROCE % | 4.6 · 6.9 | 7.7 · 10.7 | 12.2 · 16.7 | 11.2 · 12.9 | 7.7 · 9.5 |
| Debt / equity (x) | 0.00 | 0.02 | 0.02 | 0.02 | 0.02 |
| Cash from operations | (0) | 2 | 28 | 19 | 15 |
| Capex | (4) | (15) | (12) | (4) | (21) |
Exhibit 2: Quarterly performance, last 8 quarters
| ₹ crore | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | Q3 FY26 | Q4 FY26 | Q1 FY27 |
|---|---|---|---|---|---|---|---|---|
| Revenue | 124 | 126 | 52 | 58 | 58 | 63 | 72 | 72 |
| Profit before tax | 17 | 16 | 4 | 5 | 3 | 3 | 4 | 6 |
| Net profit | 14 | 12 | 3 | 4 | 4 | 2 | 3 | 6 |
| EPS (₹) | 10.31 | 8.71 | 2.50 | 2.50 | 2.85 | 1.18 | 2.59 | 4.26 |
Exhibit 3: Segment revenue, FY26
| Segment | Revenue, ₹ crore | Share % |
|---|---|---|
| Speciality Chemical | 157 | 63.0 |
| Animal health | 11 | 4.6 |
| Animal Health | 31 | 12.3 |
| Specialty Chemical | 50 | 20.2 |
| Total, before eliminations | 250 | 100.0 |
Exhibit 4: Filings of the last 90 days, with the measured price reaction
| Date · filing | Category | Importance | 1-day % | 5-day % |
|---|---|---|---|---|
| 5 Oct 2026 · Quarterly SEBI Reg 74(5) demat compliance certificate filed | compliance | minimal | — | — |
| 1 Oct 2026 · CRISIL downgrades Chembond bank facility ratings to BB over non-cooperation | credit debt | medium | — | — |
| 25 Sept 2026 · Trading window to close from Oct 1 ahead of Q2 results | compliance | minimal | — | — |
| 11 Sept 2026 · Chembond Materialtech responds to exchange query on price movement | regulatory legal | medium | — | — |
| 10 Sept 2026 · NSE seeks clarification from Chembond Material on price movement | regulatory legal | medium | — | — |
| 7 Sept 2026 · Chembond Materialtech promoter group buys 15,020 shares in open market | ownership changes | medium | — | — |
| 1 Sept 2026 · ICRA assigns BBB Stable and A3 plus ratings on Rs 65 crore bank facilities | credit debt | medium | — | — |
| 19 Jul 2026 · Chembond Q1 FY26 results: standalone PAT up 43% YoY at Rs 5.73 cr | compliance | minimal | — | — |
| 18 Jul 2026 · 51st AGM: All 4 resolutions passed, including final dividend approval | board shareholder meetings | medium | — | — |
| 17 Jul 2026 · Q1 FY27 results: Revenue up about 26 percent YoY at Rs 72.42 cr, PAT jumps 44 percent to Rs 5.73 cr | results | high | — | — |
How to read this document
| Where a broker report shows | This document shows | Why |
|---|---|---|
| A rating (BUY / ADD / REDUCE / SELL) | A state: the latest filed quarter and the measured reactions | an event is a fact; a rating is an opinion that requires SEBI RA registration |
| A target price and upside | The current price and the multiples against the group | a target is a forecast; a multiple is a measurement |
| Estimate years marked E | More audited years; no estimates | MarketPing publishes no forecasts — your own model lives on the Models page |
Sources, method and disclosures
This document is a statistical summary of publicly filed information and market data, prepared by software from primary sources: SEBI results XBRL filed with BSE and NSE, LODR disclosures, shareholding patterns, exchange price data. It contains no research recommendation, no price target and no opinion on the merits of any security, and is not a research report within the meaning of the SEBI (Research Analysts) Regulations, 2014, Regulation 2(1)(w)(vii). Financial statements are as filed (consolidated where the company files consolidated results). Ratios are computed over filed lines. Where a figure is unavailable the table shows a dash rather than an estimate. The business brief is written by MarketPing's reader from the annual report and checked against it; no figure in a table was generated by a model. Nothing here constitutes investment advice, an offer or a solicitation; readers should consult a SEBI-registered adviser before acting. MarketPing is not a SEBI-registered intermediary.