Chembond Chemicals Ltd Q4 FY26 Results & Concall Highlights: Revenue, Margins & Order Book
Published 31 May 2026 | Chemicals & Petrochemicals | Market Cap: ₹615 Cr
Company aspires to reach ₹1000 crore sales within four years, aiming for nearly triple current sales (~₹330-340 crores). The company aims to triple sales to ₹1000 crores within four years through geographical expansion, new market activation, and organic growth.
From Chembond Chemicals Ltd's Q4 FY26 earnings-call transcript · updated 23 Aug 2026.
Price
₹284
Market Cap
₹615 Cr
P/E Ratio
16.1
Revenue Rank
Margin Rank
How does Chembond Chemicals Ltd rank in Chemicals & Petrochemicals?
Compare Chembond Chemicals Ltd against every Chemicals & Petrochemicals company this quarter on revenue, margins and earnings-call signals.
Chembond Chemicals Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest: revenue ₹101 Cr, net profit ₹12 Cr.
Full financials →📊 Revenue & Sales Performance
Rank 3- →Company aspires to reach ₹1000 crore sales within four years, aiming for nearly triple current sales (~₹330-340 crores).
- →Growth strategies include geographical expansion, entering new markets, and organic growth from a larger base.
- →Volume growth drives most sales increases; price increases have contributed minimally.
- →Construction chemicals volume growth forecasted at 15-20%, water chemicals around 10% for the current year.
- →Water business shows fastest growth and strong order book, with new client additions driving volume increases.
- →Distribution and cleaning & hygiene businesses showing positive growth due to team realignment and product additions.
- →Despite some margin pressure due to input cost inflation, long-term growth momentum is expected to continue, supported by industry growth and new business wins.
📈 Profitability & Margins
Rank 3- →The company aims to triple sales to ₹1000 crores within four years through geographical expansion, new market activation, and organic growth.
- →Volume growth is expected to drive sales, with construction chemicals projected at 15-20% and water chemicals around 10% volume growth.
- →EBITDA margins may face slight pressure (~3%) due to input cost volatility but could stabilize as higher-priced contracts are locked in.
- →Profit growth is linked closely to sales volume increases and operational efficiencies rather than price hikes, as price growth contributed minimally historically.
- →The water business remains the largest contributor (~85-87%), with plans to reduce its share by growing other segments faster, diversifying revenue streams.
- →Integration of cleaning & hygiene and water treatment technologies is expected to improve margins and growth trajectory.
- →Overall, earnings and profits are forecasted to improve steadily with sales growth, despite temporary margin pressures from raw material cost fluctuations.
🏗️ Capital Expenditure Plans
Yes- →Current year CAPEX has increased to around ₹20-21 crores, mainly due to the full-year impact of the demerger, including assets transferred to their books and office building renovations.
- →Preparing for potential adverse scenarios with readiness for all eventualities.
- →No plans for major new plant setups or large-scale capital investments beyond current year CAPEX.
- →Intend to deploy some funds in network growth and geographical expansion.
- →Focus on expanding existing capacity and improving infrastructure rather than greenfield projects currently.
💰 Fundraising & Capital Structure
No information- →No immediate plans for new fundraising through debt or equity.
- →The company is currently preparing for worst-case scenarios due to uncertain market conditions.
- →Available funds (around Rs. 65 crores) are planned to be deployed for network growth and geographical expansion.
- →No major additional plant or CapEx deployment beyond the current year is planned at this time.
📋 Order Book & Pipeline
Yes- →The Water Business Unit (BU) is entering the period with a strong order book for both chemicals and equipment.
- →There are ongoing activities and developments in the bioremediation space, with expectations of increased contributions from the wastewater treatment subsection.
- →New client additions have driven volume growth in the water chemicals business, with contracts extending till mid of the current financial year.
- →Several public sector contracts have come up for tendering, with bids already submitted at higher prices.
- →The company is actively pursuing new market opportunities and expanding geographically to increase its order book.
Key Metrics
Revenue
Margin
Capex
Fundraise
Order Book
Frequently Asked Questions
What were Chembond Chemicals Ltd Q4 FY26 results?
Company aspires to reach ₹1000 crore sales within four years, aiming for nearly triple current sales (~₹330-340 crores). The company aims to triple sales to ₹1000 crores within four years through geographical expansion, new market activation, and organic growth.
What is Chembond Chemicals Ltd share price analysis?
Chembond Chemicals Ltd currently shows a below-average growth signal. 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?
Current year CAPEX has increased to around ₹20-21 crores, mainly due to the full-year impact of the demerger, including assets transferred to their books and office building renovations.
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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.