Bodal Chemicals Ltd (BOM:524370)
₹ 93.98 +4.47 (+4.99%) Market Cap: 11.84 Bil Enterprise Value: 19.39 Bil PE Ratio: 17.24 PB Ratio: 1.02 GF Score: 70/100

Q3 2025 Bodal Chemicals Ltd Earnings Call Transcript

Feb 13, 2025 / 11:00 AM GMT
Release Date Price: ₹64.63 (-1.13%)

Key Points

Positve
  • Bodal Chemicals Ltd (BOM:524370) reported a 30% year-on-year revenue growth for Q3 FY25, driven by increased volumes in dye intermediates.
  • The company achieved a 28% revenue growth over the first nine months of FY25, indicating strong performance across its product lines.
  • Bodal Chemicals Ltd is India's largest integrated manufacturer of dye stuff and dye intermediates, maintaining a significant market share globally.
  • The company is expanding into new product lines, such as benzene downstream products, which are expected to contribute to future growth.
  • Bodal Chemicals Ltd plans to restart operations at its Unit 4 for manufacturing salt-free dyes, which have promising business potential in the textile industry.
Negative
  • The benzene downstream project has not yet contributed significantly to revenue, impacting overall profitability.
  • The company's standalone profit after tax for Q3 FY25 was relatively low at INR 7 crore, with consolidated profit at INR 5.4 crore.
  • The dye stuff division is underutilized at 56% capacity, indicating potential inefficiencies.
  • Bodal Chemicals Ltd faces challenges from hyperinflation in its Turkish subsidiary, resulting in financial losses.
  • The company has a significant debt burden, with long-term debt at INR 540 crore and working capital debt at INR 300 crore, impacting financial flexibility.


Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

BODA.NS - Bodal Chemicals Ltd
Q3 2025 Bodal Chemicals Ltd Earnings Call
Feb 13, 2025 / 11:00AM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, good day and welcome to the Boddal Chemicals Limited Q3 F 525 earnings conference call. As a reminder, all participant lines will be in the listen-only mode. There will be an opportunity for you to ask questions after the presentation concludes.

Should you need any assistance during this call, please signal for an operator by pressing and then 0 on your touchstone telephones. Please note that this conference call is being recorded.

I would now like to hand the conference over to Mr. Ankit Patel, executive director Bojal Chemicals Limited.

Thank you and over to you, sir.

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Unidentified_2 [2]
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