Himadri Speciality Chemical Ltd
Himadri Speciality Chemical Ltd Q1 FY27 Results & Concall Highlights: Revenue, Margins & Order Book
Q1 FY27 earnings call: what management guided on revenue, margins and order book.
What the Q1 FY27 call signalled
2 of 4 strong
The short version
Himadri aims to achieve significant revenue growth over the next 5-6 years, targeting INR30,000 Crores from lithium-ion components including anode, cathode, and silicon carbon. Himadri targets a PAT of INR 1,100 Crores by FY 2028, as reiterated by Anurag Choudhary.
From Himadri Speciality Chemical Ltd's Q1 FY27 earnings-call transcript · updated 23 Sept 2026.
Revenue & Sales Performance
- Himadri aims to achieve significant revenue growth over the next 5-6 years, targeting INR30,000 Crores from lithium-ion components including anode, cathode, and silicon carbon.
- Capex plans include INR2,000 Crores over 2 years, with INR1,000 Crores expected in each of FY27 and FY28, supporting capacity expansions.
- LFP cathode capacity is planned to scale from 2,000 tons initially to 40,000 tons by FY28, and eventually to 200,000 tons within 5 years, aiming for 2-3% global market share.
- Specialty product mix is being shifted towards higher-margin and high-value products like super speciality carbon black (300,000 ton niche market) and carbon nanotubes (30,000 ton growing market).
2 more points management made on revenue & sales performance
Profitability & Margins
See what Himadri Speciality Chemical Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- New Capex Announced: Total INR 2,000 Crores, including:
- INR 1,125 Crores for Lithium Iron Phosphate (LFP) cathode expansion (40,000 metric tons by FY '28).
- INR 368 Crores for other announced expansions.
- INR 500 Crores for Birla Tyres capex this year.
- Capex Timeline:
- INR 1,000 Crores expected this year (FY '27).
- INR 1,000 Crores expected next year.
- Carbon Nanotube (CNT) Plant:
- Indigenous CNT technology developed.
- Planned capex approx. INR 70 Crores.
- 200 metric tons per annum capacity targeted for commissioning in Q4 FY '27.
- Super Speciality Carbon Black (SSCB):
- Conversion of 6,000 MTPA existing capacity.
- Capex of INR 170 Crores.
- Anode Material Facility:
- 200 MTPA capacity commissioned in April 2026.
- INR 120 Crores spent with no further capex announced yet.
- Strategic Investment:
- 19% stake in IBC, a lithium-ion cell technology company.
2 more points management made on capital expenditure plans
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Fundraising & Capital Structure
See what Himadri Speciality Chemical Ltd said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
- Anurag Choudhary mentioned strong customer interest and traction for their products both in India and globally, indicating an active and growing order book.
- Specific timelines for full-scale commercialization or capacity announcements have not been publicly disclosed yet.
- For the LFP cathode, pilot samples have been approved by clients with subsequent trials planned as capacity scales.
2 more points management made on order book & pipeline
Himadri Speciality Chemical Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest: revenue ₹1.3K Cr, net profit ₹208 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What Himadri Speciality Chemical Ltd's management said in earlier quarters
- Q3 FY24 earnings call analysis →
- Q2 FY25 earnings call analysis →
- Q4 FY24 earnings call analysis →
- Q1 FY25 earnings call analysis →
- Q2 FY26 earnings call →
- Q1 FY26 earnings call →
- Q4 FY25 earnings call →
- Q4 FY18 earnings call →
- Q1 FY18 earnings call →
- Q4 FY17 earnings call →
- Q3 FY17 earnings call →
- Q1 FY17 earnings call →
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Frequently Asked Questions
What were Himadri Speciality Chemical Ltd Q1 FY27 results?
Himadri aims to achieve significant revenue growth over the next 5-6 years, targeting INR30,000 Crores from lithium-ion components including anode, cathode, and silicon carbon. Himadri targets a PAT of INR 1,100 Crores by FY 2028, as reiterated by Anurag Choudhary.
What is Himadri Speciality Chemical Ltd share price analysis?
Himadri Speciality Chemical Ltd currently shows a moderate growth signal based on ranking data. The stock trades at a P/E of 42.6 with a market cap of ₹34,076 Cr. Investors should review the full earnings analysis for detailed insights.
Is Himadri Speciality Chemical Ltd planning capital expenditure?
New Capex Announced: Total INR 2,000 Crores, including: - INR 1,125 Crores for Lithium Iron Phosphate (LFP) cathode expansion (40,000 metric tons by FY '28). - INR 368 Crores for other announced expansions. - INR 500 Crores for Birla Tyres capex this year. - Capex Timeline: - INR 1,000 Crores expected this year (FY '27). - INR 1,000 Crores expected next year. - Carbon Nanotube (CNT) Plant: - Indigenous CNT technology developed. - Planned capex approx.
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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.