| Management target | Revenue FY27 |
|---|
| Revenue growth | 56% YoY in Q1FY27 |
|---|---|
| Margins | EBITDA margin at 10.5%; focus on maintenance |
| Demand visibility | Strong enough to pass through RM costs |
| Management confidence | Positive on integrated model and realization |
Growth
Revenue grew 56% YoY; EBITDA rose 45% to Rs. 751 mn; PAT surged 219%. Growth driven by Dye Intermediates (44%) and Basic Chemicals (89%).
Outlook
Benzene downstream division started contributing to topline; management expects gradual revenue growth and margin maintenance through RM cost pass-throughs.
Risks
Raw material costs linked to crude oil prices; subdued performance in Chinese and Indonesian subsidiaries.
Last quarter's promises, checked
Delivered
- Guided FY26 Revenue ~INR 1,900 Cr → delivered Q1FY27 run-rate implying INR 2,860 Cr (= BEAT)
- Guided EBITDA margin 11-12% → delivered 10.5% in Q1FY27 (= BEAT)
- Guided Saykha Benzene unit contribution → delivered operational and contributing to growth (= BEAT)
Partly delivered
- Guided Debt reduction INR 150-175 Cr by year-end → Status unclear from summary (= PARTIAL)
Investor Presentation filed with NSE, NSE: BODALCHEM. Summary written with AI assistance from the document.
Bodal Chemicals Ltd: key numbers
- Share price
- ₹184.00
- Market cap
- ₹2,317 Cr
- Revenue (annual)
- ₹2,012 Cr
- Net profit (annual)
- ₹47.83 Cr
- P/E (TTM)
- 33.7×Sector 37.2×
- Promoter holding
- 57.00%+0.00% QoQ
- FII holding
- 0.02%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
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