DMCC Speciality Chemicals Ltd (NSE:DMCC)

Q4 2026 DMCC Speciality Chemicals Ltd Earnings Call Transcript

May 19, 2026 / 06:30 AM GMT

Release Date Price: ₹295.65 (-3.92%)

Transcript

Key Points

Positve

DMCC Speciality Chemicals Ltd (BOM:506405) reported a significant increase in top-line revenue, rising from 150 crores in the previous quarter to 177 crores in the last quarter.
The company successfully passed on the increased raw material costs to customers, maintaining absolute margins despite a turbulent supply chain environment.
The boron chemicals business has stabilized, with plants operating at full capacity and adequate stock levels secured.
DMCC has expanded its market presence in Latin America, Japan, Korea, and China, replacing some of the lost European business.
The company is exploring new specialty chemical products, including those used in enhanced oil recovery, indicating potential future growth in this segment.

Negative

The Middle East crisis has severely impacted the availability and price of sulfur, a key raw material, affecting production and increasing costs.
The Roha plant faced raw material availability challenges, operating at reduced capacity for a period, which affected production volumes.
Working capital requirements have increased significantly due to higher raw material prices and the need for advance payments, leading to higher short-term borrowings.
The specialty chemical business in Europe continues to struggle, impacting overall sales in this segment.
The company's R&D intensity remains low, which could hinder its ability to transition fully into a specialty chemicals company.

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

DMCC.NS - DMCC Speciality Chemicals Ltd
Q4 2026 DMCC Speciality Chemicals Ltd Earnings Call
May 19, 2026 / 06:30AM GMT

=====================
Presentation
--------------------------------------------------------------------------------
Unidentified_1 [1]
--------------------------------------------------------------------------------
Ladies and gentlemen, good day and welcome to Q4 and FY26 earning conference call of DNCC Specialty Chemicals Limited hosted by TIL advisors. As a reminder, all participant line will be in the listen-only mode and there will be an opportunity for you to ask question after the presentation conclude. Should you need assistance during the conference call, please signal an operator by pressing star and zero on your touchstone phone. Please note that this conference is being recorded. I now hand the conference over to Mr. Abhishek Mehra from EIL Advisors.

Thank you and over to you, sir.

--------------------------------------------------------------------------------
Unidentified_2 [2]
---------

Already have an account? Log in

Get the full story

Subscribe Now

	Access to All Earning Calls and Stock Analysis
	30-Year Financial on one screen
	All-in-one Stock Screener with unlimited filters
	Customizable Stock Dashboard
	Real Time Insider Trading Transactions
	8,000+ Institutional investors’ 13F holdings
	Powerful Excel Add-in and Google sheets Add-on
	All data downloadable
	Quick customer support
	And much more...

7-Day Free Trial · Cancel Anytime

Subscription fee may be tax deductible.

Excellent

4.6 out of 5

Trustpilot

Research Tools

All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Calculators Discussion Board

Product

Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App Newsletters Signup 中文

Education

Financial Glossary Tutorials FAQ Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation

Company

About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program

Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey

Disclaimers

GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.