Bodal Chemicals Ltd
Bodal Chemicals Q3 FY25 earnings call: Revenue & Margins
Q3 FY25 earnings call: what management guided on revenue, margins and order book.
The short version
Chemical industry has recovered with improved volumes and demand over recent months. Bodal Chemicals targets Rs.
From Bodal Chemicals Ltd's Q3 FY25 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- Chemical industry has recovered with improved volumes and demand over recent months.
- Bodal Chemicals targets achieving an annual turnover of Rs. 2,000+ crores within the next 3-4 months.
- Benzene downstream project is expected to add around Rs. 300 crore annually at optimum (80%-90%) utilization in next couple of quarters.
- Current EBITDA levels are around 13% to 14%, expected to sustain or improve to 12%-15% in coming quarters.
- Dye intermediate capacity utilization near 90%, dyestuff at 56% with scope for growth.
- No major CAPEX planned in next 4-6 quarters; focus is on consolidating recent expansions.
- Salt-free dyes project to add incremental revenues post stabilization in 4-6 months.
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Profitability & Margins
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Capital Expenditure Plans
- Bodal Chemicals has recently invested heavily in the Saykha Greenfield benzene derivatives project with a total project cost (excluding one-time infrastructural cost) of about Rs. 400-450 crore. Around 70% of this was funded through debt and 30% through internal accruals.
- No immediate plans for major CAPEX in the next 4 to 6 quarters; current focus is on consolidating recent capital expenditures.
- Evaluating renewable energy initiatives (solar power) for power cost optimization, but potential savings are small (~Rs. 20-30 crore annual power spend with 5% savings estimated at a couple of crores), so capital is preferred to be employed in business growth rather than renewables at present.
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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
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Order Book & Pipeline
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Bodal Chemicals Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest (Q4 FY26): 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'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 Q3 FY25 results?
Chemical industry has recovered with improved volumes and demand over recent months. Bodal Chemicals targets Rs.
What is Bodal Chemicals Ltd share price analysis?
Bodal Chemicals Ltd currently shows a neutral. 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?
Bodal Chemicals has recently invested heavily in the Saykha Greenfield benzene derivatives project with a total project cost (excluding one-time infrastructural cost) of about Rs.
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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.