Bodal Chemicals Ltd
Bodal Chemicals Q1 FY26 earnings call: Revenue & Margins
Q1 FY26 earnings call: what management guided on revenue, margins and order book.
What the Q1 FY26 call signalled
1 of 4 strong
The short version
Company targets to reach INR2,000-2,100 crores revenue in FY27, up from about INR1,900 crores currently. - Expecting 12%-13% EBITDA margin leading to INR70-80 crores net profit and 7%-8% return on investment. - Growth expected from ramp-up in benzene derivatives and TCCA business volumes in next 3-6 months. - Benzene derivatives currently at 20%-30% utilization, targeting 70%-80% utilization by Q3/Q4 FY26. - TCCA market share expected to improve post-import duty clarity, with production resuming as inventory reduces by Q3/Q4. - Focusing on consolidating existing businesses with limited capex for next 2-3 years, mainly small debottlenecking. - Target to raise caustic soda capacity utilization to 90%-95% in coming quarters. - Export contributes ~22% of revenue; U.S. Company targets revenue of around INR1,900 crores for FY26, with a potential upside or downside of 5%.
From Bodal Chemicals Ltd's Q1 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- Company targets to reach INR2,000-2,100 crores revenue in FY27, up from about INR1,900 crores currently.
- Expecting 12%-13% EBITDA margin leading to INR70-80 crores net profit and 7%-8% return on investment.
- Growth expected from ramp-up in benzene derivatives and TCCA business volumes in next 3-6 months.
- Benzene derivatives currently at 20%-30% utilization, targeting 70%-80% utilization by Q3/Q4 FY26.
- TCCA market share expected to improve post-import duty clarity, with production resuming as inventory reduces by Q3/Q4.
- Focusing on consolidating existing businesses with limited capex for next 2-3 years, mainly small debottlenecking.
2 more points management made on revenue & sales performance
Profitability & Margins
See what Bodal Chemicals Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- No major capex planned in the next couple of years; focus is on consolidating and optimizing the current setup.
- Small debottlenecking or Brownfield expansions may happen but will be very limited in scale.
- Strategic land sale of about 8 acres at Rajpura to a large chlorine consumer to develop pipeline chlorine buyers, not a real estate deal but a business collaboration.
- The company has about 62 acres of surplus land for future expansions, ensuring capacity for growth over the next 10-15 years.
2 more points management made on capital expenditure plans
Top-ranked in Chemicals & Petrochemicals
Ranked on what management guided this quarter
Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.
Fundraising & Capital Structure
See what Bodal Chemicals Ltd said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
2 more points management made on order book & pipeline
Bodal Chemicals Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest: revenue ₹588 Cr, net profit ₹32 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What Bodal Chemicals Ltd's management said in earlier quarters
- Q1 FY27 earnings call analysis →
- Q2 FY26 earnings call analysis →
- Q3 FY26 earnings call analysis →
- Q4 FY26 earnings call analysis →
- Q2 FY25 earnings call →
- Q1 FY25 earnings call →
- Q4 FY24 earnings call →
- Q3 FY24 earnings call →
- Q2 FY24 earnings call →
- Q1 FY24 earnings call →
- Q4 FY23 earnings call →
- Q3 FY23 earnings call →
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Frequently Asked Questions
What were Bodal Chemicals Ltd Q1 FY26 results?
Company targets to reach INR2,000-2,100 crores revenue in FY27, up from about INR1,900 crores currently. - Expecting 12%-13% EBITDA margin leading to INR70-80 crores net profit and 7%-8% return on investment. - Growth expected from ramp-up in benzene derivatives and TCCA business volumes in next 3-6 months. - Benzene derivatives currently at 20%-30% utilization, targeting 70%-80% utilization by Q3/Q4 FY26. - TCCA market share expected to improve post-import duty clarity, with production resuming as inventory reduces by Q3/Q4. - Focusing on consolidating existing businesses with limited capex for next 2-3 years, mainly small debottlenecking. - Target to raise caustic soda capacity utilization to 90%-95% in coming quarters. - Export contributes ~22% of revenue; U.S. Company targets revenue of around INR1,900 crores for FY26, with a potential upside or downside of 5%.
What is Bodal Chemicals Ltd share price analysis?
Bodal Chemicals Ltd currently shows a below-average growth signal. The stock trades at a P/E of 13.8 with a market cap of ₹950 Cr. Investors should review the full earnings analysis for detailed insights.
Is Bodal Chemicals Ltd planning capital expenditure?
No major capex planned in the next couple of years; focus is on consolidating and optimizing the current setup.
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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.