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Chembond Chemicals Ltd

Q2 FY26Chemicals & Petrochemicals

Chembond Chemicals Q2 FY26 earnings call: Revenue & Margins

Q2 FY26 earnings call: what management said on revenue, margins and capex.

Price₹284
Market cap₹615 Cr
P/E16.1
Updated23 Aug 2026
Read4 min read

The short version

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.

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.

2 more points from Chembond Chemicals Ltd's call on revenue

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Profitability & Margins

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

Capital Expenditure Plans

Some relevant insights include: - Focus on driving growth through inorganic ways and diversification to reach Rs. 1000 crore turnover in about four years. - Investment in expanding construction chemicals and cleaning & hygiene businesses. - Pivot in distribution segment towards a new basket of unique products, expecting a temporary sales dip but longer-term growth. - Ongoing efforts in maintaining and improving margins despite competitive pressures.

2 more points from Chembond Chemicals Ltd's call on capex

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Top-ranked in Chemicals & Petrochemicals

Ranked on what management guided this quarter

Guidance-ranked
1Shiv Texchem
Rev 1Mar 2
2Yasho Industries Ltd
Rev 1Mar 3
3
Rev 1Mar 3
4
Rev 1Mar 3
5
Rev 2Mar 1
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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 Chembond Chemicals Ltd said on fundraising & capital structure — free account, 30 seconds.

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.

2 more points from Chembond Chemicals Ltd's call on order book

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Chembond Chemicals Ltd — Quarterly revenue & net profit

Revenue Net profit
Jun 2025Q1 FY26
Sep 2025Q2 FY26
Dec 2025Q3 FY26
Mar 2026Q4 FY26
Jun 2026Q1 FY27
Sep 2026Q2 FY27

Reported quarterly figures (₹ Cr). Latest (Q2 FY27): revenue ₹96 Cr, net profit ₹3 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.

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What Chembond Chemicals Ltd's management said in earlier quarters

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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.

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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.