Any current/future new fundraising through debt or equity?

No current plans for raising debt for the upcoming capex, as the company expects internal accruals to sufficiently fund the next two years of expansion. The company has already utilized ₹11 Crores from IPO proceeds for expansion, with the balance capex funded through internal accruals. Chemcon has enhanced working capital requirements funded partly through IPO proceeds and internal sources. There is no indication of any new fundraising through equity or debt mentioned in the transcript for the near future.

Any current/future capex/capital investment/strategic investment?

Total capex planned over next two years is approximately Rs. 41 Crores (as per IPO proceeds). Around Rs. 38 Crores already spent, including Rs. 12.62 Crores for additional land acquired last year. Rs. 11 Crores utilized from IPO proceeds; remaining from internal accruals. Expansion includes multipurpose facilities P8 and P9, enabling flexibility to add new and existing products. Enough approved land and capital available for future plants P10 and P11. Future expansions primarily funded through internal accruals; no debt anticipated for capex. Additional capex aims to increase production capaci

Future growth expectations in sales/revenue/volumes?

Chemcon aims to increase production of HMDS from about 3000 tons to 3300 tons in the current financial year to address a domestic gap of 2000 tons (Page 12, 13). Expansion projects P8 and P9 are expected to be operational by September and December respectively, adding capacity, especially for CMIC, with about 50% utilization expected in H2 for P8 and Q4 for P9 (Pages 10-11). The company targets substitution of imports with increased domestic production, leveraging its technical edge and client acceptance (Page 13). Bromide business volumes were down to Rs.30 Crores but expected to improv

Future growth expectations in earnings/operating earnings/profits/EPS?

Chemcon expects robust growth driven by increased production and capacity expansion, especially in HMDS and CMIC segments. Expansion projects P8 and P9 targeted to be operational by September and December, respectively, adding new product capacities and flexibility. The company anticipates better utilization of existing plants, with gradual ramp-up expected for new plants (e.g., 50% utilization for P8 in H2 and Q4 for P9). Growth in the bromide business is expected due to recovery in crude prices and improved project mobilizations. Margins are managed on a per kg basis rather than percentage,

Chemcon Speciality Chemicals LtdQ4 FY21Chemicals & Petrochemicals

Chemcon Speciality Chemicals Ltd Q4 FY21 Earnings Call Analysis

Revenue, margin, capex, fundraise and order book outlook from management commentary.

Price: ₹216P/E: 29.6Market Cap: ₹835 CrSector: Chemicals & Petrochemicals

Management growth scorecard

Revenue

Category 3

Margin

Category 3

Fundraise

Order

N/A

Capex

Yes

1 of 4 growth signals are positive — mixed outlook.

Full analysis

Revenue guidance

Category 3

Chemcon aims to increase production of HMDS from about 3000 tons to 3300 tons in the current financial year to address a domestic gap of 2000 tons (Page 12, 13).
Expansion projects P8 and P9 are expected to be operational by September and December respectively, adding capacity, especially for CMIC, with about 50% utilization expected in H2 for P8 and Q4 for P9 (Pages 10-11).
The company targets substitution of imports with increased domestic production, leveraging its technical edge and client acceptance (Page 13).
Bromide business volumes were down to Rs.30 Crores but expected to improve with crude prices near $70, indicating better mobilization and volumes in FY2022 though price pressure remains (Pages 5, 15).
New product additions and capacity expansions (Plant 10 and 11) are planned over next 2-5 years to reduce product concentration and diversify revenue streams (Page 14).
Overall, volumes and revenues are expected to grow via capacity expansions, import substitution, and new market penetration.

Margin guidance

Category 3

Chemcon expects robust growth driven by increased production and capacity expansion, especially in HMDS and CMIC segments.
Expansion projects P8 and P9 targeted to be operational by September and December, respectively, adding new product capacities and flexibility.
The company anticipates better utilization of existing plants, with gradual ramp-up expected for new plants (e.g., 50% utilization for P8 in H2 and Q4 for P9).
Growth in the bromide business is expected due to recovery in crude prices and improved project mobilizations.
Margins are managed on a per kg basis rather than percentage, with a goal to maintain healthy profit levels despite raw material price fluctuations.
Working capital requirements may be stretched due to longer debtor days, but increased volumes and IPO funds are expected to support operations.
No debt is forecasted for future capex; expansions will be funded via internal accruals.
The company foresees revenue growth from import substitution and new product additions over the next 2-5 years.

See what Chemcon Speciality Chemicals Ltd management said on margin guidance — free account, 30 seconds.

Fundraise plans

No current plans for raising debt for the upcoming capex, as the company expects internal accruals to sufficiently fund the next two years of expansion.
The company has already utilized ₹11 Crores from IPO proceeds for expansion, with the balance capex funded through internal accruals.
Chemcon has enhanced working capital requirements funded partly through IPO proceeds and internal sources.
There is no indication of any new fundraising through equity or debt mentioned in the transcript for the near future.

Order book

From the transcript on page 16 of Chemcon Speciality Chemicals Limited's earnings call dated June 2, 2021, there is no explicit mention of the current or expected order book or pending orders. However, key related insights include: - Capacity utilization for CMIC is fully engaged currently; some flexibility exists to convert part of P6 for an additional 600 tons capacity pre-P8 commissioning. - Post commissioning of P8, CMIC capacity is expected to increase to about 3000 tons. - HMDS production is targeted to increase from 3000 tons to 3300 tons in FY2022. - The company is confident of catering to import substitution opportunities, particularly for HMDS, which has a domestic demand-supply gap. - Expansion projects P8 and P9 are expected operational by end of September and December 2021 respectively, contributing additional business and revenue. The discussion reflects strong demand and utilization but does not specify explicit order book figures.

See what Chemcon Speciality Chemicals Ltd management said on order book — free account, 30 seconds.

Capex plans

Yes

Total capex planned over next two years is approximately Rs. 41 Crores (as per IPO proceeds).
Around Rs. 38 Crores already spent, including Rs. 12.62 Crores for additional land acquired last year.
Rs. 11 Crores utilized from IPO proceeds; remaining from internal accruals.
Expansion includes multipurpose facilities P8 and P9, enabling flexibility to add new and existing products.
Enough approved land and capital available for future plants P10 and P11.
Future expansions primarily funded through internal accruals; no debt anticipated for capex.
Additional capex aims to increase production capacity, especially for CMIC and HMDS products, targeting import substitution and new product basket.
Working capital requirement also a focus, with around Rs. 40 Crores invested for this purpose.

Track Chemcon Speciality Chemicals Ltd — get its next earnings analysis in your feed

How does Chemcon Speciality Chemicals Ltd rank vs peers in Chemicals & Petrochemicals?

Pro feature

ThisChemcon Speciality Chemicals Ltd

Rev 3Mar 3

See where Chemcon Speciality Chemicals Ltd sits in Chemicals & PetrochemicalsSee which companies these are, and every other name in the sector.Open rankings

How does Chemcon Speciality Chemicals Ltd rank in Chemicals & Petrochemicals?

Compare Chemcon Speciality Chemicals Ltd against every Chemicals & Petrochemicals company (Q4 FY21) on revenue, margins and earnings-call signals.

View Chemicals & Petrochemicals leaderboard →

What Chemcon Speciality Chemicals Ltd's management said in earlier quarters

Others in Chemicals & Petrochemicals this season

Prasol Chemicals Ltd (Q1 FY27)
Q1 FY27 Revenue from Operations: ₹433.6 crores . Key investor presentation takeaways from Prasol Chemicals Ltd's Q1 FY27 investor presentation — and how it rank
Vipul Organics Ltd (Q4 FY26)
Q4 FY26 (Mar 2026) total revenue: ₹5,262.37 lakhs (Consolidated) . Key concall takeaways from Vipul Organics's Q4 FY26 earnings call — and how it ranks against…
Vipul Organics Ltd (Q1 FY27)
Q1 FY27 net revenue: ₹51.78 crore, up +37.7% YoY (Page 13) . Key concall takeaways from Vipul Organics's Q1 FY27 earnings call — and how it ranks against…
Fine Organic Industries Ltd (Q1 FY27)
Revenue from Operations (Consolidated) for Q1FY27: Rs 694.2 Cr, up 18.0% YoY from Rs 588.4 Cr in Q1FY26 (Page 34). Key concall takeaways from Fine Organic…

Compare:vs Solar Industries India Ltd vs Pidilite Inds.vs SRF Ltd

🔎 Who's planning the most growth?

Companies ranked by management's own guidance — revenue, margins, capex and order book, from every earnings call in India.

See rankings →

Chemcon Speciality Chemicals Ltd Q4 FY21 Earnings Call Analysis

Revenue guidance

Fundraise plans

Capex plans

How does Chemcon Speciality Chemicals Ltd rank in Chemicals & Petrochemicals?

Continue your research

What Chemcon Speciality Chemicals Ltd's management said in earlier quarters

Others in Chemicals & Petrochemicals this season