Chemfab Alkalis Ltd
Chemfab Alkalis Ltd Q4 FY26 Results & Presentation Highlights: Capex ₹70 Cr
Q4 FY26 investor presentation: what the company reported on revenue, margins and projects.
Based on Chemfab Alkalis Ltd's Q4 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
Q4 FY26 Revenue from Operation: - Chlor Alkali segment: ₹55.63 crore (down 1.21% YoY from ₹56.31 crore) - OPVC Pipes segment: ₹13.11 crore (down 58.42% YoY from ₹31.53 crore) - Consolidated (Chlor Alkali + OPVC): ₹68.74 crore (down 21.74% YoY from ₹87.84 crore) - Volume/Price Indicators: - ECU (caustic) realizations improved sequentially from ₹38,500/MT to ₹39,100/MT in Q4 FY26. Consolidated Q4 FY26 figures (Page 7 & 6): - EBITDA: ₹8.36 crore, up 61.7% quarter-on-quarter, down 46.72% year-on-year.
From Chemfab Alkalis Ltd's Q4 FY26 earnings-call transcript · updated 25 Sept 2026.
Revenue & Sales Performance
- Q4 FY26 Revenue from Operation:
- Chlor Alkali segment: ₹55.63 crore (down 1.21% YoY from ₹56.31 crore)
- OPVC Pipes segment: ₹13.11 crore (down 58.42% YoY from ₹31.53 crore)
- Consolidated (Chlor Alkali + OPVC): ₹68.74 crore (down 21.74% YoY from ₹87.84 crore)
- Volume/Price Indicators:
- ECU (caustic) realizations improved sequentially from ₹38,500/MT to ₹39,100/MT in Q4 FY26.
- OPVC Pipes production capacity slated to scale from 14,000 TPA (FY25) to 20,000 TPA (FY26).
- OPVC Pipes demand impacted in Q4 FY26 due to no funds under Jal Jeevan Mission but expected revival from Q2 FY27.
- Explicit Outlook:
2 more points management made on revenue & sales performance
Profitability & Margins
See what Chemfab Alkalis Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- Chlor-Alkali Business:
- ₹56 crore invested in technology modernisation (replacing 1994 electrolysers) completed Q3FY26; new plant commissioned on 27th Nov 2025.
- ₹15 crore invested in hybrid power project under SPV; supply to begin Q1 FY27; awaiting final transmission line charging clearances (expected May 2026).
- OPVC Pipes Business Capacity Expansion (Sri City):
- FY25: 14,000 TPA capacity with 4 operational lines; ₹70 crore capex.
- Q2FY26: 5th line adds 3,000 TPA; ₹27 crore capex.
- Q3FY26: 6th line adds 3,000 TPA; ₹28 crore capex.
- Q2FY27: 7th line adds 3,000 TPA; ₹30 crore capex.
- Total capacity planned to scale from 14,000 TPA (FY25) to 23,000 TPA (Q2 FY27).
- OPVC Pipes Unit Economics:
2 more points management made on capital expenditure plans
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Ranked on what management guided this quarter
Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.
Fundraising & Capital Structure
See what Chemfab Alkalis Ltd said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
Chemfab Alkalis Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest: revenue ₹75 Cr, net profit ₹0 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What Chemfab Alkalis Ltd's management said in earlier quarters
Others in Chemicals & Petrochemicals this season
- Sudarshan Pharma Industries Ltd (Q4 FY26)
Revenue from Operations for Q4 March 2026: ₹220.92 Cr (Page 41) . Key investor presentation takeaways from Sudarshan Pharma Industries Ltd's Q4 FY26 investor pr
- Innovassynth Technologies (India) Ltd (Q4 FY26)
Order book improved by approximately INR 60 crore during the quarter, indicating strong customer demand and revenue visibility. Key investor presentation takeaw
- Jubilant Agri & Consumer Products Ltd (Q4 FY26)
Q4 FY26 Revenue from Operations: INR 4,852 MN, up 22% YoY from INR 3,983 MN in Q4 FY25 (Page 19) . Key investor presentation takeaways from Jubilant Agri & Cons
- Bhansali Engineering Polymers Ltd (Q4 FY26)
Q4 FY26 Revenue from Operations: ₹341.6 crores, a -1.0% year-on-year (YoY) decline (Page 8, 28). Key investor presentation takeaways from Bhansali Engineering P
Frequently Asked Questions
What were Chemfab Alkalis Ltd Q4 FY26 results?
Q4 FY26 Revenue from Operation: - Chlor Alkali segment: ₹55.63 crore (down 1.21% YoY from ₹56.31 crore) - OPVC Pipes segment: ₹13.11 crore (down 58.42% YoY from ₹31.53 crore) - Consolidated (Chlor Alkali + OPVC): ₹68.74 crore (down 21.74% YoY from ₹87.84 crore) - Volume/Price Indicators: - ECU (caustic) realizations improved sequentially from ₹38,500/MT to ₹39,100/MT in Q4 FY26. Consolidated Q4 FY26 figures (Page 7 & 6): - EBITDA: ₹8.36 crore, up 61.7% quarter-on-quarter, down 46.72% year-on-year.
What is Chemfab Alkalis Ltd share price analysis?
Chemfab Alkalis Ltd currently shows a neutral. The stock trades at a P/E of N/A with a market cap of ₹531 Cr. Investors should review the full earnings analysis for detailed insights.
Is Chemfab Alkalis Ltd planning capital expenditure?
Chlor-Alkali Business: - ₹56 crore invested in technology modernisation (replacing 1994 electrolysers) completed Q3FY26; new plant commissioned on 27th Nov 2025.
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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.