PCBL Chemical
PCBL Chemical Q4 FY25 earnings call: Revenue & Margins
Q4 FY25 earnings call: what management guided on revenue, margins and order book.
The short version
Aquapharm aims for 15-20% volume growth maintained going forward with strong demand in oil & gas and detergent chemicals sectors. PCBL expects about 9%-10% volume growth in Carbon Black for FY '26, targeting around 650,000 tons. - EBITDA per metric ton in Carbon Black aims to improve from ~Rs.17,655 currently to Rs.
From PCBL Chemical's Q4 FY25 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- Aquapharm aims for 15-20% volume growth maintained going forward with strong demand in oil & gas and detergent chemicals sectors.
- Focus on significantly increasing sales in the USA market due to strong demand and margins; Europe is stable but less dynamic.
- Overall Carbon Black volume expected to grow 9-10% in FY '26, reaching around 650,000 tons, driven by export market expansion.
- Addition of 90,000 MT capacity in Tamil Nadu and upcoming Andhra Pradesh greenfield project to support volume growth.
- Specialty Carbon Black volume and portfolio expansion targeted to improve EBITDA margin.
- Aquapharm targeting almost 50% EBITDA growth in the current financial year.
2 more points management made on revenue & sales performance
Profitability & Margins
See what PCBL Chemical said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- PCBL is undertaking a Greenfield plant project in Andhra Pradesh with 116 acres acquired in Naidupeta, focusing primarily on rubber black, performance, and specialty chemicals; this site can eventually accommodate 450,000 MTPA additional capacity. Capex expected to commence in a year, with construction taking 18 months.
- A Greenfield plant in Tamil Nadu is underway, adding 90,000 MT capacity this year, mostly rubber grade carbon black, benefiting from a favorable tax regime (17.2% tax rate).
- Specialty Carbon Black capacity expanded by 20,000 MT in FY '25 with plans for another line in next 12-15 months.
- Nanovace Technologies pilot plant for nano-silicon in lithium-ion batteries is under construction at Palej; commercial plant expected mid FY '28.
2 more points management made on capital expenditure plans
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Fundraising & Capital Structure
See what PCBL Chemical said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
2 more points management made on order book & pipeline
PCBL Chemical — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest: revenue ₹2.1K Cr, net profit ₹40 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What PCBL Chemical's management said in earlier quarters
Frequently Asked Questions
What were PCBL Chemical Q4 FY25 results?
Aquapharm aims for 15-20% volume growth maintained going forward with strong demand in oil & gas and detergent chemicals sectors. PCBL expects about 9%-10% volume growth in Carbon Black for FY '26, targeting around 650,000 tons. - EBITDA per metric ton in Carbon Black aims to improve from ~Rs.17,655 currently to Rs.
What is PCBL Chemical share price analysis?
PCBL Chemical currently shows a neutral. The stock trades at a P/E of 47.2 with a market cap of ₹12,494 Cr. Investors should review the full earnings analysis for detailed insights.
Is PCBL Chemical planning capital expenditure?
PCBL is undertaking a Greenfield plant project in Andhra Pradesh with 116 acres acquired in Naidupeta, focusing primarily on rubber black, performance, and specialty chemicals; this site can eventually accommodate 450,000 MTPA additional capacity.
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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.