PCBL Chemical
PCBL Chemical Q4 FY26 earnings call: Revenue & Margins
Q4 FY26 earnings call: what management said on revenue, margins and capex.
Guidance rank: #48 of 71 in Chemicals & Petrochemicals
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The short version
Carbon black volume growth expected at high single digits (7-10%) for FY27 with more than double-digit EBITDA growth. PCBL Chemical Limited expects double-digit growth in EBITDA per ton for FY27, with a 14-15% increase anticipated due to pricing, product mix improvements, and cost initiatives.
From PCBL Chemical's Q4 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- Carbon black volume growth expected at high single digits (7-10%) for FY27 with more than double-digit EBITDA growth.
- Green chelates (Aquapharm) revenue expected to grow significantly, with 20-25% top-line growth forecast for FY27.
- Expansion plans underway for green chelates capacity post product approvals from P&G and Henkel; trial orders received and supplies started.
- Tyre business volumes expected to increase from Q1 FY27 onwards, recovering from slight QoQ decline.
- Aquapharm EBITDA projected to improve strongly, targeting INR75 crores quarterly run rate, and potentially INR50-55 crores EBITDA per quarter next year.
- Market expansions through India-EU FTA and increased exports to the US post tariff reduction expected to drive volume and revenue growth.
2 more points from PCBL Chemical's call on revenue
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Profitability & Margins
See what PCBL Chemical said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- PCBL Chemical Limited is in the process of expanding capacity for green chelates in Aquapharm, awaiting product approvals from P&G, Henkel, and others before setting up additional capacity.
- The company plans significant capacity additions for Aquapharm's green chelates portfolio in FY27 and FY28 as sales increase.
- A pilot plant for the battery chemicals business (Nanovace) at Palej is ready for commissioning soon, with commercial volumes expected to start in FY28 after validation.
- A project on coal-tar-based feedstock diversification is underway, with feasibility being finalized and capex investment sign-off expected in upcoming calls.
2 more points from PCBL Chemical's call on capex
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Top-ranked in Chemicals & Petrochemicals
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
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Order Book & Pipeline
- PCBL Chemical has started receiving trial orders from key customers like P&G and Henkel for their green chelates portfolio (Aquapharm segment).
- Supplies for these trial orders have commenced, with significant volume and revenue ramp-up expected from Q2 and Q3 FY27 onwards as product approvals come through.
- The potential market opportunity for these customers is large, exceeding their current capacity of 4,000 tons, indicating plans for capacity expansion once approvals are received.
2 more points from PCBL Chemical's call on order book
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PCBL Chemical — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest (Q4 FY26): 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 Ltd's management said in earlier quarters
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H2 FY26 Revenue (Consolidated):** ₹580.25 Cr, up from ₹451.59 Cr in H2 FY25 — a year-on-year increase of ₹128.66 Cr. Key investor presentation takeaways from In
- Paragon Fine (Q4 FY26)
Revenue for H2FY26:** Rs 68.88 Cr, up 7.41% YoY from Rs 64.13 Cr in H2FY25 (Page 22). Key investor presentation takeaways from Paragon Fine's Q4 FY26 investor p
- IVP Ltd (Q4 FY26)
Q4 FY26 revenue from operations: ₹164.44 crore . Key investor presentation takeaways from IVP's Q4 FY26 investor presentation — and how it ranks against sector
- 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
Potential multibaggers · Q2 FY27
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on management's own guidance
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Ranks describe management commentary on revenue and margin from the latest earnings call. Not investment advice.
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Frequently Asked Questions
What were PCBL Chemical Q4 FY26 results?
Carbon black volume growth expected at high single digits (7-10%) for FY27 with more than double-digit EBITDA growth. PCBL Chemical Limited expects double-digit growth in EBITDA per ton for FY27, with a 14-15% increase anticipated due to pricing, product mix improvements, and cost initiatives.
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 Chemical Limited is in the process of expanding capacity for green chelates in Aquapharm, awaiting product approvals from P&G, Henkel, and others before setting up 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.