| Revenue growth | 12.7% YoY growth for FY26. |
|---|---|
| Margins | EBITDA at 17.87%; passing input costs to clients with 15-day lag. |
| Demand visibility | Strong domestic market growing 7-8%; company outperforming at 11-12%. |
| Management confidence | High; transitioning from family-run to corporate structure with aggressive hiring. |
Growth
Revenue grew 12.7% via 2,865 tonnes volume (up from 2,487). PAT margins slightly up at 13.58%.
Outlook
New Khalapur plant adding 4,950 tonnes capacity by year-end. Management targets 25-30% growth guidance.
Risks
High raw material price volatility (synthetic rubber/solvents) and heavy 64% revenue concentration in Maharashtra.
Earnings Call filed with NSE, NSE: SPEB. Summary written with AI assistance from the document.
Speb Adhesives Ltd: key numbers
- Share price
- ₹86.00
- Market cap
- ₹193.2 Cr
- Revenue (annual)
- ₹50.57 Cr
- Net profit (annual)
- ₹6.87 Cr
- P/E (TTM)
- 28.1×Sector 36.8×
- Promoter holding
- 73.18%
- FII holding
- 0.40%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Speb Adhesives Ltd
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Speb Adhesives Limited secured an international purchase order from Abul Hassan Building Materials Trading LLC. The contract is valued at approximately ₹0.89 Crore.
- Value
- ₹0.89 Cr
- From
- Abul Hassan Building Materials Trading LLC
- Execution
- One Month
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Speb Adhesives Limited has issued a notice for its 36th Annual General Meeting, scheduled to be held on September 28, 2026, via video conferencing.
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Speb Adhesives Limited has appointed Mr. Dileep Pandita as Chief Sales & Strategic Officer, effective August 26, 2026. This strategic appointment strengthens the company's senior management team.
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Speb Adhesives reported steady revenue growth but faces margin pressure from volatile crude-linked raw material costs. Management is aggressively pivoting from a family-run model to a professionalized, pan-India retail brand.
Speb Adhesives Earnings Call: Key Takeaways
Speb Adhesives Limited reports revenue growth from ₹44.80Cr (FY25) to ₹50.57Cr (FY26) with OPM expanding to 17.87%. Strategy focuses on in-house manufacturing for higher-margin water-based adhesives.
Speb Adhesives Results Update
Speb Adhesives reported robust FY26 growth, with revenue reaching ₹50.57 Crore. The company is expanding capacity to 8,550 TPA to drive future water-based adhesive sales.