TC

Thirumalai Chemicals Ltd

Q3 FY26

Thirumalai Chemicals Q3 FY26 investor presentation: Revenue & Margins

Q3 FY26 investor presentation: what the company reported on revenue, margins and projects.

Price₹142
Market cap₹1.7K Cr
Updated16 Oct 2026
Read4 min read

Based on Thirumalai Chemicals Ltd's Q3 FY26 investor presentation. The company has not published an earnings-call transcript for this quarter, so figures here are what the investor presentationreports, not management guidance.

The short version

Q3 FY26 Revenue from Operations (INR Cr): - Standalone: 300 vs 498 in Q3 FY25 (YoY decline of 39%) - Consolidated: 416 vs 447 in Q3 FY25 (YoY decline of 6%) - Total Income (INR Cr): - Standalone: 307 vs 504 in Q3 FY25 (YoY decline of 39%) - Consolidated: 420 vs 447 in Q3 FY25 (YoY decline of 6%) - Outlook: - Page 23 notes subdued paints demand due to prolonged monsoon, expected to stabilize in Q4. Q3 FY26 Financials (Consolidated): - EBITDA: -11 Cr (vs.

From Thirumalai Chemicals Ltd's Q3 FY26 earnings-call transcript · updated 16 Oct 2026.

Revenue & Sales Performance

  • Q3 FY26 Revenue from Operations (INR Cr):
  • Standalone: 300 vs 498 in Q3 FY25 (YoY decline of 39%)
  • Consolidated: 416 vs 447 in Q3 FY25 (YoY decline of 6%)
  • Total Income (INR Cr):
  • Standalone: 307 vs 504 in Q3 FY25 (YoY decline of 39%)
  • Consolidated: 420 vs 447 in Q3 FY25 (YoY decline of 6%)
  • Outlook:
  • Page 23 notes subdued paints demand due to prolonged monsoon, expected to stabilize in Q4.
  • PAn demand volume-driven but cautious buying with aggressive price negotiations in Q3.
  • Global chemical demand remains weak with utilization 70–75%.

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Profitability & Margins

See what Thirumalai Chemicals Ltd said on profitability & margins — free account, 30 seconds.

Capital Expenditure Plans

  • Building a 40 KTPA Maleic Anhydride (MAn) capacity facility in the USA (New Martinsville, West Virginia)
  • The USA facility will also produce Malic Acid and Fumaric Acid (food ingredients)
  • Plant advantages: located near gas fields and ports, feedstock availability within 70 miles, proximity to 40% of the US MAn market within 1,000 miles
  • The new USA plant is fully integrated, allowing self-generated energy use and expansion of food ingredient portfolio (Malic Acid and Fumaric Acid)
  • Ongoing capex for MAn & food ingredients totaling 40.5 KTPA capacity at the USA operation

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Fundraising & Capital Structure

See what Thirumalai Chemicals Ltd said on fundraising & capital structure — free account, 30 seconds.

Order Book & Pipeline

The provided investor presentation does not report any details on order book, order inflow, or pending orders. The presentation focuses primarily on: - Financial performance (Standalone and Consolidated P&L) - ESG and sustainability metrics - Operational highlights and efficiencies - Market conditions and factors impacting performance

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Thirumalai Chemicals Ltd — Quarterly revenue & net profit

Revenue Net profit Net loss
Sep 2024
Dec 2024
Mar 2025
Jun 2025
Sep 2025
Dec 2025

Reported quarterly figures (₹ Cr). Latest: revenue ₹416 Cr, net loss ₹47 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.

Full financials →

What Thirumalai Chemicals Ltd's management said in earlier quarters

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  • Jubilant Agri & Consumer Products Ltd (Q3 FY26)

    Q3 FY26 Revenue from Operations: INR 4,510 million, up 13% YoY from INR 3,975 million in Q3 FY25 (Page 20). Key investor presentation takeaways from Jubilant Ag

  • Chemfab Alka. (Q3 FY26)

    Revenue from Operation: ₹62.17 crore, down 21.51% YoY (₹79.21 crore in Q3FY25) . Key investor presentation takeaways from Chemfab Alka.'s Q3 FY26 investor prese

  • Galaxy Surfactants Ltd (Q3 FY26)

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Frequently Asked Questions

What were Thirumalai Chemicals Ltd Q3 FY26 results?

Q3 FY26 Revenue from Operations (INR Cr): - Standalone: 300 vs 498 in Q3 FY25 (YoY decline of 39%) - Consolidated: 416 vs 447 in Q3 FY25 (YoY decline of 6%) - Total Income (INR Cr): - Standalone: 307 vs 504 in Q3 FY25 (YoY decline of 39%) - Consolidated: 420 vs 447 in Q3 FY25 (YoY decline of 6%) - Outlook: - Page 23 notes subdued paints demand due to prolonged monsoon, expected to stabilize in Q4. Q3 FY26 Financials (Consolidated): - EBITDA: -11 Cr (vs.

What is Thirumalai Chemicals Ltd share price analysis?

Thirumalai Chemicals Ltd currently shows a neutral. The stock trades at a P/E of N/A with a market cap of ₹1,716 Cr. Investors should review the full earnings analysis for detailed insights.

Is Thirumalai Chemicals Ltd planning capital expenditure?

Building a 40 KTPA Maleic Anhydride (MAn) capacity facility in the USA (New Martinsville, West Virginia) - The USA facility will also produce Malic Acid and Fumaric Acid (food ingredients) - Plant

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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.