Bodal Chemicals Ltd

Q3 FY26Chemicals & Petrochemicals

Bodal Chemicals Ltd Q3 FY26 Results & Presentation Highlights: Revenue, Margins & Order Book

Q3 FY26 investor presentation: what the company reported on revenue, margins and projects.

Price₹195

Market cap₹2.4K Cr

P/E35.1

Updated24 Sept 2026

Read3 min read

Based on Bodal Chemicals Ltd's Q3 FY26 investor presentation. The company has not published an earnings-call transcript for this quarter, so figures here are what the presentation reports, not management guidance.

The short version

Consolidated revenue for Q3 FY26: Rs. EBITDA (Consolidated, Q3 FY26): Rs.

From Bodal Chemicals Ltd's Q3 FY26 earnings-call transcript · updated 24 Sept 2026.

Revenue & Sales Performance

Consolidated revenue for Q3 FY26: Rs. 5,046.6 Mn, up 13.3% YoY (Q3 FY25: Rs. 4,453.7 Mn).
Standalone revenue for Q3 FY26: Rs. 4,953.1 Mn, up 13.5% YoY (Q3 FY25: Rs. 4,362.1 Mn).
Product-wise Q3 FY26 revenue and YoY growth:
Dye Intermediates: Rs. 1,826 Mn, +2% YoY quarterly.
Dyestuff: Rs. 1,315 Mn, +15% YoY quarterly.
Basic Chemicals: Rs. 247 Mn, -15% YoY quarterly (due to annual maintenance shutdown).
Chlor Alkali: Rs. 2,553 Mn (9MFY26), +5% YoY.

2 more points management made on revenue & sales performance

Profitability & Margins

EBITDA (Consolidated, Q3 FY26): Rs. 371.3 million, down 20.0% YoY (Page 10)
EBITDA Margin (Consolidated, Q3 FY26): 7.4%, compared to 10.4% in Q3 FY25 (Page 10)
Profit After Tax (PAT, Consolidated, Q3 FY26): Rs. 2.4 million, down 95.5% YoY (Page 10)
EBITDA (Standalone, Q3 FY26): Rs. 397.0 million, down 16.8% YoY (Page 11)
EBITDA Margin (Standalone, Q3 FY26): 8.0%, compared to 10.9% in Q3 FY25 (Page 11)

Profit After Tax (PAT, Standalone, Q3 FY26): Rs. 19.8 million, down 72.7% YoY (Page 11)
Margin Outlook: The presentation states expectations of gradual growth and meaningful contributions to top and bottom lines, with improvements in volume, stable raw material costs, and cost-control measures helping revenue and margins near term (Page 5). However, margins remain under pressure due to competition and subdued demand in some segments.

2 more points management made on profitability & margins

See what Bodal Chemicals Ltd said on profitability & margins — free account, 30 seconds.

Capital Expenditure Plans

The presentation mentions a "New greenfield expansion" as part of the company's "Way Forward" strategy (Page 27).
This expansion is aligned with capacity ramp-up goals and ongoing internal efficiencies (Page 27).
No specific amounts, project names, approval status, or precise timelines are provided within the presentation.

- The presentation also refers to capacity ramp-up and strengthening market leadership as priorities but does not elaborate further on capital expenditure or new plant details (Page 27). - The company possesses existing captive power plants (5 MW lignite-based and 1.73 MW steam waste heat recovery) at Unit 7, but no expansion details related to these are noted (Page 31). Overall, the presentation highlights plans for greenfield expansion and capacity increases but does not provide explicit amounts, status updates, or timelines.

2 more points management made on capital expenditure plans

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Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.

Fundraising & Capital Structure

The presentation does not explicitly mention any fundraising through debt or equity.
Net Debt/Equity ratios are provided for FY21 to FY25, showing an increase from 0.45x in FY21 to 0.80x in FY25, indicating a rise in net debt relative to equity over these years.
Finance cost figures are reported in both standalone and consolidated statements but no specific mention of new borrowings or debt issuance.

2 more points management made on fundraising & capital structure

See what Bodal Chemicals Ltd said on fundraising & capital structure — free account, 30 seconds.

Order Book & Pipeline

The investor presentation for Bodal Chemicals Limited does not explicitly report any figures or details related to: - Order book - Order inflow - Pending orders No section or slide within the provided content mentions these specific terms or provides quantitative or qualitative data regarding current order backlog or new orders received. The presentation focuses primarily on financial results, subsidiary performance, key ratios, strategic outlook, geographic footprint, and corporate information but does not disclose order-related metrics.

Bodal Chemicals Ltd — Quarterly revenue & net profit

Revenue Net profit

Dec 2024

Mar 2025

Jun 2025

Sep 2025

Dec 2025

Mar 2026

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

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Frequently Asked Questions

What were Bodal Chemicals Ltd Q3 FY26 results?

Consolidated revenue for Q3 FY26: Rs. EBITDA (Consolidated, Q3 FY26): Rs.

What is Bodal Chemicals Ltd share price analysis?

Bodal Chemicals Ltd currently shows a neutral. The stock trades at a P/E of 35.1 with a market cap of ₹2,408 Cr. Investors should review the full earnings analysis for detailed insights.

Is Bodal Chemicals Ltd planning capital expenditure?

The presentation mentions a "New greenfield expansion" as part of the company's "Way Forward" strategy (Page 27).

Keep Bodal Chemicals Ltd on your radar — track it to get its next earnings analysis in your feed.

This analysis is AI-generated based on publicly available earnings data and the company's investor presentation. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.

Revenue & Sales Performance

Profitability & Margins

Capital Expenditure Plans

Top-ranked in Chemicals & Petrochemicals

Fundraising & Capital Structure

Order Book & Pipeline

Bodal Chemicals Ltd — Quarterly revenue & net profit

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What Bodal Chemicals Ltd's management said in earlier quarters

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Frequently Asked Questions