Q1 2026 Bodal Chemicals Ltd Earnings Call Transcript
Key Points
- Bodal Chemicals Ltd (BOM:524370) achieved a total revenue of INR458 crores in Q1 FY26, marking an 8% growth year-on-year.
- The company's EBITDA grew by 40% year-on-year to INR52 crores, driven by better realization.
- The Basic Chemicals division saw a significant revenue growth of 139% quarter-on-quarter, attributed to improved volume and pricing.
- The company is targeting to improve capacity utilization in the Chlor-Alkali business to 90-95% in the coming quarters.
- Bodal Chemicals Ltd (BOM:524370) is strategically focusing on increasing capacity utilization and reducing debt without major new CapEx, aiming for improved profitability and ROE.
- The Dye Intermediates division experienced a revenue decline of 4% year-on-year due to decreased raw material prices.
- Revenue from Dyestuff decreased by 10% year-on-year, impacted by lower raw material prices.
- The benzene derivatives unit is facing margin pressure due to steep competition and slower demand.
- The company's wholly-owned subsidiary in Turkey, Sen-er Boya, is experiencing hyperinflation, resulting in a loss of INR1.45 crores.
- Chlorine prices remain negative, posing a challenge for the Chlor-Alkali business despite strategic land sales to develop pipeline buyers.
Ladies and gentlemen, good day, and welcome to the Q1 FY26 earnings conference call of Bodal Chemicals Limited. (Operator Instructions) Please note that this conference is being recorded. I now hand the conference over to Mr. Ankit Patel, the Executive Director. Thank you, and over to you, sir.
Thank you very much. Good afternoon, everybody. On behalf of Bodal Chemicals Limited, I extend a very warm welcome to everyone for joining us on the call today. On this call, we are joined by our CFO, Mr. Mayur Padhya.
I hope everyone had an opportunity to go through the financial results and investor presentation, which has been uploaded on the stock exchange and our company's website. We will give you a quick overview of the company's performance, and then Mr. Mayur Padhya will walk you through the operational and financial performance in detail for the quarter.
We are India's largest integrated manufacturer of dyestuff, dye Intermediates and hold a meaningful market share in the world. We also
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