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Himadri Special

Q4 FY26Chemicals & Petrochemicals

Himadri Special Q4 FY26 earnings call: Revenue & Margins

Q4 FY26 earnings call: what management said on revenue, margins and capex.

Price₹654
Market cap₹39.4K Cr
P/E49.3
Updated23 Aug 2026
Read3 min read

The short version

FY27 expected to show both top-line (revenue) and bottom-line (PAT) growth after a period of minimal top-line growth. Himadri expects strong top-line and bottom-line growth starting FY27, driven by new capacities and value-added products.

From Himadri Special's Q4 FY26 earnings-call transcript · updated 23 Aug 2026.

Revenue & Sales Performance

  • FY27 expected to show both top-line (revenue) and bottom-line (PAT) growth after a period of minimal top-line growth.
  • New capacities coming online, including Birla Tyres and expanded carbon black capacity, will drive top-line growth.
  • Commitment to doubling PAT to INR 1,100+ crores by FY28 from INR 555 crores in FY25.
  • Expansion plan includes scaling cathode capacity from 2,000 MTPA initial to 40,000 MTPA by FY29, with further scale-up planned.

2 more points from Himadri Special's call on revenue

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Profitability & Margins

See what Himadri Special said on profitability & margins — free account, 30 seconds.

Capital Expenditure Plans

  • Phase 1 cathode capacity: 40,000 MTPA planned, with initial 2,000 tons to be commissioned soon; full 40,000 tons expected by FY29.
  • Capex for Phase 1 cathode facility: INR 1,125 crores.
  • Anode capacity: 200 metric tons plant commissioned to commercialize R&D; large-scale commercial capacity capex to be announced soon.
  • No new capex beyond already announced plans; anode capex details will be disclosed after finalization.

2 more points from Himadri Special's call on capex

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Top-ranked in Chemicals & Petrochemicals

Ranked on what management guided this quarter

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

Order Book & Pipeline

  • The company has signed certain MOUs or LOIs related to Phase 1 capacity, but due to NDA, details including binding agreements with Indian or global cell manufacturers for LFP supply cannot be disclosed currently.
  • The order book or contracting of Phase 1 capacity depends on product approvals, which will affect these LOIs.
  • Anurag Choudhary emphasized that disclosures will be made at the appropriate time once approvals and agreements materialize.

Himadri Special — 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 ₹1.7K Cr, net profit ₹231 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

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  • Paragon Fine (Q4 FY26)

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  • Vishnu Chemicals Ltd (Q4 FY26)

    Q4 FY26 Operating Revenues: ₹450.3 crore, up 14.7% YoY from ₹392.6 crore in Q4 FY25 (Page 5). Key investor presentation takeaways from Vishnu Chemicals Ltd's Q4

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Frequently Asked Questions

What were Himadri Special Q4 FY26 results?

FY27 expected to show both top-line (revenue) and bottom-line (PAT) growth after a period of minimal top-line growth. Himadri expects strong top-line and bottom-line growth starting FY27, driven by new capacities and value-added products.

What is Himadri Special share price analysis?

Himadri Special currently shows a neutral. The stock trades at a P/E of 49.3 with a market cap of ₹39,410 Cr. Investors should review the full earnings analysis for detailed insights.

Is Himadri Special planning capital expenditure?

Phase 1 cathode capacity: 40,000 MTPA planned, with initial 2,000 tons to be commissioned soon; full 40,000 tons expected by FY29.

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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.