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Privi Speciality Chemicals Q2 FY27 Share Price & Earnings Call Analysis

₹3,296.30-5.17% today
Market cap
₹12,876 Cr
P/E
36.80
ROE
26.01%
PEG
0.25
Price to sales
4.81
Debt to equity
0.72
52W high / low
₹3,751 / ₹2,616
Sales growth (5Y)
14.96%
EBITDA margin
24.93%
Net profit margin
12.34%
Promoter holding
60.60%
Sales (last year)
₹2,671 Cr

Incorporated in 1985, Privi Speciality Chemicals Ltd (Formerly known as Privi Speciality Ltd.) is primarily engaged in the manufacturing, supply and exports of aroma and fragrance chemicals used in soaps, detergents, shampoos, and other fine fragrances. [1]

Guidance scorecard · Q2 FY27 call

What Privi Speciality Chemicals Ltd's management guided
and where it ranks in Chemicals & Petrochemicals

#19of 71 in
Chemicals & Petrochemicals
Revenue20–40%MarginsFlatCapexPlannedFundraisingPlannedOrder bookWhat management said

RevenueQ1 FY27 call

20–40%
  • The company targets achieving Rs. 5,000 crore in revenue and over Rs. 1,000 crore in EBITDA within the next 3-4 years, representing approximately 2x growth.
  • They expect a 20% CAGR in revenue while maintaining similar EBITDA margins.
  • Capacity expansions from 48,000 metric tons to 66,000 metric tons by September 2027 will support growth.
  • New specialty molecules including those based on furfural (from corn cob) will add about Rs. 1,000 crore+ to revenue.
  • The company’s JV PRIGIV is expected to contribute meaningfully and scale further.
  • Operational efficiencies and improved product mix are expected to sustain margins near 25%.

2 more points from Privi Speciality Chemicals Ltd's call on revenue

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Full Q1 FY27 analysis

MarginsQ1 FY27 call

Flat

See what Privi Speciality Chemicals Ltd said on margins — free account, 30 seconds.

Full Q1 FY27 analysis

CapexQ1 FY27 call

Planned
  • Ongoing Phase-1 CAPEX to expand production capacity from 48,000 to 54,000 metric tons, expected to be commercialized by September 2026.
  • Planned Phase-2 and Phase-3 CAPEX for multi-specialty aroma chemicals project, targeting capacity expansion to 66,000 metric tons by September 2027.
  • Total CAPEX for FY26–FY28 estimated at around Rs. 850 to 900 crores to complete Phase-2 and Phase-3.
  • Rs. 300 crore CAPEX for existing products slightly delayed, now expected September 2026.
  • Additional Rs. 300 crore CAPEX each for new specialty products including Maltol and Musk T.
  • Joint Venture PRIGIV expanding with an additional Rs. 50 crore equity investment for next-phase expansion.

2 more points from Privi Speciality Chemicals Ltd's call on capex

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Full Q1 FY27 analysis

FundraisingQ1 FY27 call

Planned

See what Privi Speciality Chemicals Ltd said on fundraising — free account, 30 seconds.

Full Q1 FY27 analysis

Order bookQ1 FY27 call

  • The company is on track to achieve its vision of Rs. 5,000 crores in revenue and Rs. 1,000 crores plus EBITDA over the next 3-4 years.
  • Strong demand sustained across key end-user industries supports growth.
  • The PRIGIV JV is progressing well, contributing about Rs. 18 crores in revenue with a 14%-15% EBITDA margin.

2 more points from Privi Speciality Chemicals Ltd's call on the order book

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Full Q1 FY27 analysis
Full Chemicals & Petrochemicals ranking

Ranges are what management guided for revenue growth and margins on the latest earnings call. Not investment advice, and not a forecast of returns.

Potential multibaggers · Q2 FY27

Potential multibaggers in Chemicals & Petrochemicals
on management's own guidance

  1. Strong growth
    2
  2. Strong growth
    1
  3. Strong growth
    3
See all potential multibaggersWhere does Privi Speciality Chemicals Ltd rank?

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Ranks describe management commentary on revenue and margin from the latest earnings call. Not investment advice.

Peers

Chemicals & Petrochemicals companies ranked on guidance

#CompanyRevenue guidedMargin guidedMarket capP/E
140%+Up 0–2%₹263 Cr3.4
240%+Flat₹4,375 Cr83.7
340%+Flat₹3,259 Cr4.0
440%+Flat₹145 Cr15.9
520–40%Up 2%+₹1.81L Cr90.9
620–40%Up 2%+₹48,366 Cr78.3

Sign up free to see every company in the sector ranking and track Privi Speciality Chemicals Ltd.

Pro shows every company guiding 40%+ revenue growth →Full Chemicals & Petrochemicals ranking

Financials of Privi Speciality Chemicals Ltd

Quarterly Results, Profit & Loss, Balance Sheet, Cash Flows, and Ratios are shown below as separate sections.

Shareholder Pattern

Privi Speciality Chemicals Ltd

Shareholding breakup across reporting periods.

Dec 2023Mar 2024Jun 2024Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026Jun 2026Sep 2026
Promoters +74.05%74.05%74.05%74.05%74.05%74.05%69.89%69.89%60.60%60.60%60.60%60.60%
FIIs +0.96%0.62%0.48%0.43%0.48%0.40%1.47%1.33%1.64%1.37%1.94%2.78%
DIIs +3.39%3.37%2.84%2.49%2.09%1.95%3.90%4.55%10.25%10.67%10.07%8.96%
Public +21.59%21.95%22.62%23.02%23.38%23.62%24.73%24.24%27.51%27.36%27.39%27.64%
No. of Shareholders17,70216,82117,02916,37218,13116,72128,68528,20332,01634,41544,87549,357

Financials of Privi Speciality Chemicals Ltd

Quarterly Results

Quarter-by-quarter operating performance

Sep 2023Dec 2023Mar 2024Jun 2024Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026Jun 2026Sep 2026
Sales +455404484464533491614559679605722666760
Expenses +366314393370423378481427497453541514561
Operating Profit89909194110113133132182151180152200
OPM %20%22%19%20%21%23%22%24%27%25%25%23%26%
Other Income +7683421590741513
Interest25242522222223242119181717
Depreciation31323032323235363636363737
Profit before tax4039444361619081125104130113159
Tax %25%26%28%27%26%27%29%29%28%28%27%27%26%
Net Profit +302932314544645890759483118
EPS in Rs7.807.367.938.0211.4211.3717.0115.8424.0219.9523.9621.5429.93

Financials of Privi Speciality Chemicals Ltd

Profit & Loss

Annual income statement trend

Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026TTM
Sales +5971,0241,3411,6311,2771,4041,6081,7522,1012,5642,753
Expenses +5258941,1281,3621,0671,2091,4201,4231,6431,9122,069
Operating Profit72130213268210195188329458651684
OPM %12%13%16%16%16%14%12%19%22%25%25%
Other Income +1016146643382126201939
Interest20242941242570102928770
Depreciation274347637175108123132144146
Profit before tax367915223115813331130255440505
Tax %24%32%38%24%26%27%31%27%27%28%
Net Profit +275394176117972195185317369
EPS in Rs7.2114.1924.1045.1029.9024.915.6824.2747.8383.7795.38
Dividend Payout %14%11%10%3%7%8%0%8%10%12%

Financials of Privi Speciality Chemicals Ltd

Balance Sheet

Capital structure and asset base

Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026Sep 2026
Equity Capital3838393939393939393939
Reserves4064515377026837737908851,0641,3731,536
Borrowings +3213304915695379331,0791,0081,1431,021992
Other Liabilities +174235359294281431483410544736804
Total Liabilities9391,0531,4261,6041,5402,1762,3912,3432,7913,1703,371
Fixed Assets +3884374987255987041,0171,0341,1561,1691,127
CWIP2449954017537310099141314453
Investments130101274085488
Other Assets +5275648338397681,0871,2681,1691,4851,6331,703
Total Assets9391,0531,4261,6041,5402,1762,3912,3432,7913,1703,371

Financials of Privi Speciality Chemicals Ltd

Cash Flows

Operating, investing and financing cash movement

Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026
Cash from Operating Activity +1710721247172549354281550
Cash from Investing Activity +80-81-139-206-242-321-133-180-294-358
Cash from Financing Activity +-89-2012227033372-17139-198
Net Cash Flow75468-6917-12426-6
Free Cash Flow171074637-71-304-91212-17230
CFO/EBITDA Share of operating profit converting into cash: CFO (before tax) / Operating Profit49%96%24%120%101%19%33%116%77%102%

Financials of Privi Speciality Chemicals Ltd

Ratios

Working capital efficiency and return ratios

Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026
Debtor Days106829060686967726875
Inventory Days236132162135170279311245262235
Days Payable11585955583138114105134150
Cash Conversion Cycle227129157139155209264212197160
Working Capital Days31204045651916373554
ROCE %13%18%20%12%10%6%12%16%22%

Guidance history

How Privi Speciality Chemicals Ltd's guidance has moved, call by call

CallRevenueMarginsCapexFundraisingOrder book
Q1 FY27 call →20–40%FlatPlannedPlanned—
Q4 FY26 call →20–40%FlatPlanned——
Q3 FY26 call →10–20%FlatPlannedPlanned—
Q2 FY26 call →20–40%FlatPlanned——

What management guided on each call, newest first. Not investment advice, and not a forecast of returns.

58out of 100

Momentum score · price trend

58 out of 100 — Steady

Over the past year its share price has moved roughly in the middle of the stocks we track.

PeriodShare price changeBetter than … of 1,910 stocks
Last 12 months+15.4%71%
Last 6 months−1.9%51%
Last 3 months−7.7%46%
How we calculate it

“Better than 30%” means that over that period the share price did better than 30 out of every 100 stocks we track (1,910 Indian companies worth ₹500 Cr or more, with at least a year of prices).

The score weighs the longer periods more: 40% × 12-month + 40% × 6-month + 20% × 3-month. For Privi Speciality Chemicals Ltd: 0.4 × 71 + 0.4 × 51 + 0.2 × 46 = 58.

Strengthening is 70 and above, Steady 40 to 70, Cooling below 40. Scores are recalculated every night after the market closes.

Full methodology →

This describes only how the share price has moved up to 29 Oct 2026, compared with other stocks. It says nothing about the business, and it is not a prediction, a price target or a recommendation to buy or sell.

Continue your research

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

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