| Management target | Net Profit FY28 |
|---|
| Revenue growth | 58% YoY surge to ₹1,691 Cr, driven by volume and pricing. |
|---|---|
| Margins | EBITDA/ton steady at ₹21,000; gross margins impacted by freight costs. |
| Order book | Commercial orders received for EnX specialty carbon following approval. |
| Demand visibility | Robust visibility across battery materials, specialty carbon, and tire segments. |
| Management confidence | Extremely high, focused on technological leadership in battery materials. |
Growth
Revenue surged 58% YoY to ₹1,691 Cr, driven by 11% volume growth and pricing.
Outlook
Management reiterated target of ₹1,100 Cr+ PAT by FY28 via high-value specialty materials.
Risks
Gross margin contraction due to high container freight and raw material price volatility.
Last quarter's promises, checked
Delivered
- Guided liquid CTP terminals operational → delivered Haldia/Mangalore commissioned (= BEAT)
- Guided coal tar distillation share >65% → delivered maintained >65% (= BEAT)
- Guided 200MTPA anode material commissioning → delivered commissioned April 2026 (= BEAT)
Partly delivered
- Guided Birla Tyres revenue growth → delivered ₹127 Cr but EBITDA not yet positive (= PARTIAL)
Missed
- Guided mining profit to continue → delivered zero mining revenue/profit due to licensing (= MISS)
Earnings Call Transcript filed with NSE, NSE: HSCL. Summary written with AI assistance from the document.
Himadri Speciality Chemical Ltd: key numbers
- Share price
- ₹530.55
- Market cap
- ₹26,770 Cr
- Revenue (annual)
- ₹4,661 Cr
- Net profit (annual)
- ₹751.3 Cr
- P/E (TTM)
- 31.3×Sector 34.1×
- Promoter holding
- 52.49%-0.01% QoQ
- FII holding
- 7.33%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 Other Announcement
Himadri Speciality Chemical's members approved an alteration of its Memorandum of Association and adoption of a new MOA under the Companies Act, 2013. The approval was by special resolution through postal ballot on October 27, 2026.
Himadri Speciality Chemical Annual General Meeting
Himadri Speciality Chemical announced postal ballot results approving a special resolution to alter and adopt a new Memorandum of Association. Remote e-voting concluded 27 October 2026 with the requisite majority.
Himadri Speciality Chemical Investor Presentation: Key Takeaways
Himadri reported strong Q2 FY27 performance with revenue at ₹1,691 Cr and PAT at ₹231 Cr, driven by high-value product transitions and expansion into battery materials.
Himadri Speciality Chemical Results Update
Himadri Speciality Chemical reported consolidated H1FY27 revenue of ₹3,123 Cr and PAT of ₹460 Cr, reflecting growth across its specialty chemicals and battery material portfolios.
Himadri Speciality Chemical Q2 FY27 Results: Net Profit ₹231.3 Cr, Up 31.3% YoY
Himadri Speciality Chemical Ltd reported revenue from operations of ₹1,691 Cr (+57.9% YoY) and net profit of ₹231.3 Cr (+31.3% YoY) for Q2 FY27.
- Key figure
- Net profit ₹231.3 Cr · +31.3% YoY
Himadri Speciality Chemical Other Announcement
Himadri Speciality Chemical Ltd has submitted its quarterly shareholding pattern as mandated under SEBI Regulations. This disclosure provides data on the company's equity share distribution.