| Revenue growth | 28.04% YoY in Q1FY27 |
|---|---|
| Margins | EBITDA margin expansion mentioned as 'margin-accretive shift' |
| Demand visibility | Strong, driven by global battery material and energy transition |
| Management confidence | High; citing 'significant sustainable growth' over next 2 years |
Growth
Q1FY27 Revenue grew 28.04% YoY to Rs. 1,432 Cr; EBITDA rose 33.10% to Rs. 313 Cr.
Outlook
Strategic roadmap through 2028 includes Rs. 1,613 Cr total capex for LFP, CNT, and Specialty Chemicals.
Risks
Exposure to global energy transition cycles and competitive entry barriers in specialty chemical segments.
Last quarter's promises, checked
Delivered
- Expand specialty carbon black capacity → Delivered 130,000 MTPA (= BEAT)
- Debottleneck coal tar distillation → Delivered 600,000 MTPA (= BEAT)
- Commission anode material facility → Delivered 200 MTPA in April 2026 (= BEAT)
Partly delivered
- FY26 Revenue growth → Delivered flat YoY performance (= PARTIAL)
Earnings Call filed with BSE, NSE: HSCL. Summary written with AI assistance from the document.
Himadri Speciality Chemical Ltd: key numbers
- Share price
- ₹673.50
- Market cap
- ₹33,983 Cr
- Revenue (annual)
- ₹4,661 Cr
- Net profit (annual)
- ₹751.3 Cr
- P/E (TTM)
- 42.5×Sector 37.2×
- Promoter holding
- 52.50%+0.00% QoQ
- FII holding
- 6.80%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Himadri Speciality Chemical Ltd
All →Himadri Speciality Chemical Annual General Meeting
Himadri Speciality Chemical Ltd has issued a postal ballot notice seeking shareholder approval to alter its Memorandum of Association. The changes include significant additions to its business objects.
Himadri Speciality Chemical Merger & Restructuring
HSCL board approved demerging Dalmia Bharat Refractories' Tyre Business into the company as a going concern. The demerged business had INR 149.31 crore turnover in FY26.
Himadri Speciality Chemical Board Meeting Date
Himadri Speciality Chemical Ltd will hold a board meeting on 21 September 2026 to consider a proposed scheme of arrangement regarding the demerger of DBRL's Tyre Business.
Himadri Speciality Chemical Board Meeting Outcome
Himadri Speciality Chemical Ltd's Board approved altering the Memorandum of Association to align with the Companies Act, 2013 and enable new business activities, subject to shareholder approval.
Himadri Speciality Chemical Acquisition Worth ₹0.52 Cr
Himadri Speciality Chemical has incorporated a new wholly-owned subsidiary, Ardent Impex FZCO, in Dubai. The company will invest ₹0.52 Crore in cash for this venture.
- Value
- ₹0.52 Cr
Himadri Speciality Chemical Merger & Restructuring Worth ₹0.52 Cr
Himadri Speciality Chemical Ltd incorporated a wholly-owned subsidiary, Ardent Impex FZCO, in Dubai. The entity will engage in industrial and petrochemicals trading.
- Value
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