Himadri Speciality Chemical Limited has released the transcript of its Q1 FY27 Earnings Conference Call held on July 16, 2026. The call detailed the company’s financial performance for the quarter ended June 30, 2026, highlighting a consolidated revenue of INR 1,432 Crores and EBITDA of INR 313 Crores. Management discussed strategic initiatives, including expansion in new energy materials, advanced carbon technologies, and the progress of its tire business.
Himadri Speciality Chemical Q1 FY27 Earnings Highlights
Himadri Speciality Chemical Limited has officially published the transcript from its Q1 FY27 Earnings Conference Call, which took place on July 16, 2026. The call provided comprehensive insights into the company’s financial results for the quarter ending June 30, 2026, alongside strategic updates and future outlook.
Financial Performance Overview
During the conference call, it was reported that the company achieved a consolidated revenue of INR 1,432 Crores, marking a 28% increase compared to the previous year. The EBITDA stood at INR 313 Crores, with a margin of 22%, representing a 33% rise year-on-year. Profit after tax reached INR 228 Crores, up 27% from the prior year, with a profit margin of 16%.
Strategic Initiatives and Growth Drivers
The management detailed several key strategic initiatives. The company is focusing on innovation-led growth, including the development of indigenous Carbon Nanotube (CNT) technology and entry into the Super Speciality Carbon Black market. Significant progress was also highlighted in the new energy materials segment, with advancements in anode material facilities and the development of lithium-ion phosphate (LFP) cathode chemistry. The company also discussed its investment in battery material ecosystem players like Sicona and International Battery Company (IBC).
Business Segment Updates
Updates were provided on various business segments. The Birla Tyres turnaround continues to show progress, with efforts focused on operational and technological improvements. The company is strategically transforming its manufacturing footprint towards Off-the-Road (OTR) tire production. In the specialty carbon black segment, Himadri is enhancing its product portfolio, which includes over 70 specialty grades. The Coal Tar Pitch business remains a strong anchor, with plans for forward integration into anthraquinone and carbazole.
Future Outlook and Capex
Looking ahead, Himadri is positioning itself for the growing demand in new energy materials, particularly lithium-ion batteries. The company plans a significant expansion in its LFP cathode capacity, aiming for 40,000 MTPA as part of a broader vision to scale up to 200,000 MTPA. The total capex announced is around INR 2,000 Crores, with approximately INR 1,000 Crores expected to be spent this year and another INR 1,000 Crores next year.
Source: BSE
