| Revenue growth | Q2 revenue +77% YoY; H1 +67%; price-led, HSA and sulphur pass-through. |
|---|---|
| Margins | Q2 EBITDA margin 14.4%; benzene downstream to add margin, unquantified. |
| Order book | Existing order book supports slightly higher Q3 revenue; not quantified. |
| Demand visibility | Chinese capacity curbs, export shift; visibility only to ~January, per management. |
| Management confidence | Optimistic; defensive on receivables; hedges Q4 visibility explicitly. |
Growth
Q2 EBITDA +197% YoY on price-led HSA spike; ~₹14.5 Cr one-offs (land sale, subsidy) inflate other income.
Outlook
Guides ~₹3,000 Cr revenue at ~12% margin for FY27, implying H2 ~₹1,400 Cr versus H1 ₹1,599 Cr.
Risks
Price-led spike may fade post-festive China demand; receivables and inventory piling up; benzene plant only ~50% utilised H1.
Earnings Call Transcript filed with NSE, NSE: BODALCHEM. Summary written with AI assistance from the document.
Bodal Chemicals Ltd: key numbers
- Share price
- ₹178.62
- Market cap
- ₹2,250 Cr
- Revenue (annual)
- ₹2,012 Cr
- Net profit (annual)
- ₹47.83 Cr
- P/E (TTM)
- 32.8×Sector 33.6×
- Promoter holding
- 57.00%+0.00% QoQ
- FII holding
- 1.79%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Bodal Chemicals Ltd
All →Bodal Chemicals Investor Presentation: Key Takeaways
H1FY27 consolidated revenue Rs15,991mn (+67% YoY), EBITDA Rs2,027mn (12.7% margin), PAT Rs1,118mn. Q2 posted record revenue and a 14.4% EBITDA margin.
Bodal Chemicals Q2 FY27 Results: Net Profit ₹81.4 Cr, Up 1256.7% YoY
Bodal Chemicals Ltd reported revenue from operations of ₹863.4 Cr (+79.7% YoY) and net profit of ₹81.4 Cr (+1256.7% YoY) for Q2 FY27.
- Key figure
- Net profit ₹81.4 Cr · +1256.7% YoY
Bodal Chemicals Board Meeting Date
Bodal Chemicals Limited has intimated a board meeting on 03 November 2026 to consider unaudited standalone and consolidated quarterly and half-year results, plus any other business. The trading window reopens 06 November 2026.
Bodal Chemicals Other Announcement
Bodal Chemicals Ltd has filed its quarterly shareholding pattern for the period ended September 30, 2026, as required under SEBI regulations.
Bodal Chemicals Annual General Meeting
Bodal Chemicals Limited conducted its 40th Annual General Meeting on September 25, 2026. The meeting successfully passed all proposed resolutions with the requisite majority.
Bodal Chemicals Promoter Buying (Off-Market): ₹3.39 Cr
Bodal Chemicals reported an inter-se promoter group transfer of 1,70,000 equity shares. Ramesh D Patel sold the stake to Ankit S. Patel for Rs. 3.39 Crore.
- Value
- ₹3.39 Cr
- Promoter stake change
- +0.13%