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Bodal Chemicals Ltd

Q4 FY25Chemicals & Petrochemicals

Bodal Chemicals Q4 FY25 earnings call: Revenue & Margins

Q4 FY25 earnings call: what management guided on revenue, margins and order book.

Price₹79
Market cap₹950 Cr
P/E13.8
Updated23 Aug 2026
Read4 min read

The short version

FY'26 revenue is targeted at Rs. FY'26 top-line expected around Rs.

From Bodal Chemicals Ltd's Q4 FY25 earnings-call transcript · updated 23 Aug 2026.

Revenue & Sales Performance

  • FY'26 revenue is targeted at Rs. 1,900 crores plus, representing about 10% growth over FY'25.
  • EBITDA margins expected at 11%-12% in FY'26, improving from FY'25 Q4 levels.
  • Dye intermediate volumes to remain flat in FY'26 and FY'27, having achieved over 70% utilization.
  • Dyestuff volumes projected to grow 10%-15% in FY'26 supported by better end-user demand.
  • Benzene derivatives segment aims to increase utilization from ~30% to 60%-70% in FY'26, targeting 80% long-term.
  • Caustic soda division expects 5%-10% volume growth in FY'26 with strong margins.
  • Basic chemicals volume and revenue expected to remain stable, similar to FY'25.

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 for FY'26; focus is on increasing utilization and reducing losses (especially in benzene derivatives).
  • Small expansion possible at Rajpura caustic chlorine unit with low CAPEX, planned anytime as a brownfield project.
  • Large-sized investments or expansions likely from FY'27 onwards or later, after improving debt-equity ratios and stabilizing businesses.
  • FY'27 could see sizable CAPEX after achieving 15-20% growth and stabilizing newer opportunities.

2 more points management made on capital expenditure plans

Top-ranked in Chemicals & Petrochemicals

Ranked on what management guided this quarter

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3
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5
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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

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

Order Book & Pipeline

The transcript from Bodal Chemicals Limited's Q4 & FY'25 Earnings Call does not explicitly mention details about the company's current or expected orderbook or pending orders. There is no direct reference to order backlog figures or order pipeline status in the provided pages of the call transcript. The discussion primarily focuses on: - Operational performance across different product segments. - Volume utilization and capacity utilization plans for various chemical products. - Business outlook and growth expectations (e.g., aiming for utilization increases, anticipated growth in dyestuff volumes, stability in intermediate volumes).

2 more points management made on order book & pipeline

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 Q4 FY25 results?

FY'26 revenue is targeted at Rs. FY'26 top-line expected around 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?

No major CAPEX planned for FY'26; focus is on increasing utilization and reducing losses (especially in benzene derivatives).

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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.