Chembond Chemicals Ltd Q2 FY26 Results & Concall Highlights: Revenue, Margins & Order Book
Published 3 Aug 2026 | Chemicals & Petrochemicals | Market Cap: ₹615 Cr
The water treatment specialty chemicals market in India is about Rs. The company expects steady growth in the water treatment chemicals market at around 7-8% annually, outperforming the overall market growth of 5.2%. - They anticipate revenue growth of 10-15% year-on-year in key segments. - Margins have been maintained or slightly improved, with current sustainable margins in the water business within 8-10%. - EBITDA margins in recent half years were stable around 13.8%, with ongoing efforts to improve margins despite market price pressure. - The company aims to increase revenues from smaller segments like construction chemicals and cleaning & hygiene. - Internal targets include scaling the water technologies business to Rs.
From Chembond Chemicals Ltd's Q2 FY26 earnings-call transcript · updated 23 Aug 2026.
Price
₹284
Market Cap
₹615 Cr
P/E Ratio
16.1
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Chembond Chemicals Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest: revenue ₹101 Cr, net profit ₹12 Cr.
Full financials →📊 Revenue & Sales Performance
- →The water treatment specialty chemicals market in India is about Rs. 9500 crores and is expected to grow at a CAGR of 5.2% over the next five years.
- →The company's domain, primarily cooling water treatment, is around Rs. 1500 to Rs. 1600 crores and projected to grow at 7-8% annually.
- →The company aims to grow at a rate of 10-15% year on year, outpacing the market growth.
- →Construction chemicals segment is small but expected to increase sales, focusing on high-performance admixtures and sealants.
- →The company targets reaching Rs. 1000 crore turnover in about four years through organic growth and inorganic measures like diversification.
- →Growth constraints have included industrial slowdowns and project delays but are expected to improve.
- →There is ongoing focus on expanding O&M contracts and leveraging synergies between water treatment and construction chemical businesses.
📈 Profitability & Margins
- →The company expects steady growth in the water treatment chemicals market at around 7-8% annually, outperforming the overall market growth of 5.2%.
- →They anticipate revenue growth of 10-15% year-on-year in key segments.
- →Margins have been maintained or slightly improved, with current sustainable margins in the water business within 8-10%.
- →EBITDA margins in recent half years were stable around 13.8%, with ongoing efforts to improve margins despite market price pressure.
- →The company aims to increase revenues from smaller segments like construction chemicals and cleaning & hygiene.
- →Internal targets include scaling the water technologies business to Rs. 1000 crore in about four years, supported by inorganic growth and diversification.
- →Operating costs like employee expenses are managed to balance growth and margin.
- →Profit after tax and EBITDA showed growth in recent periods: e.g., EBITDA increased 25% YoY and PAT increased ~14% YoY in the latest half-year.
- →The company plans to maintain negative revenue impact in the short term (due to some restructuring) with growth expected to rebound in coming quarters.
🏗️ Capital Expenditure Plans
💰 Fundraising & Capital Structure
- →The transcript does not mention any current or planned fundraising through debt or equity.
- →There is no discussion about raising new capital in the form of equity or debt during the call.
- →The company focused more on organic growth, improving margins, and strategic initiatives such as demerger and expansion into new business segments.
- →No explicit reference to any fundraising activities or capital raising plans was made.
📋 Order Book & Pipeline
- →Chembond Water Technologies has an order book of over Rs. 100 crore.
- →Approximately Rs. 85 to Rs. 90 crore of this is chemical orders.
- →Rs. 10 to Rs. 12 crore pertains to equipment orders.
- →Orders are mostly one-year bulk chemical orders.
- →About 40-50% of this order book is expected to be invoiced within the current financial year.
- →Equipment order execution can extend 2-3 years due to project timelines and customer delays.
- →Some portion of the order book has already been invoiced, but it is a small part.
- →The new order book includes business closed mostly in the first and second quarters, with some recently closed orders.
Key Metrics
Frequently Asked Questions
What were Chembond Chemicals Ltd Q2 FY26 results?
The water treatment specialty chemicals market in India is about Rs. The company expects steady growth in the water treatment chemicals market at around 7-8% annually, outperforming the overall market growth of 5.2%. - They anticipate revenue growth of 10-15% year-on-year in key segments. - Margins have been maintained or slightly improved, with current sustainable margins in the water business within 8-10%. - EBITDA margins in recent half years were stable around 13.8%, with ongoing efforts to improve margins despite market price pressure. - The company aims to increase revenues from smaller segments like construction chemicals and cleaning & hygiene. - Internal targets include scaling the water technologies business to Rs.
What is Chembond Chemicals Ltd share price analysis?
Chembond Chemicals Ltd currently shows a neutral. The stock trades at a P/E of 16.1 with a market cap of ₹615 Cr. Investors should review the full earnings analysis for detailed insights.
Is Chembond Chemicals Ltd planning capital expenditure?
The transcript does not explicitly mention any specific current or future capex, capital investment, or strategic investment plans.
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This analysis is AI-generated based on publicly available earnings data and concall transcripts. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.