Himadri Speciality Chemical Ltd (NSE:HSCL)

Q2 2026 Himadri Speciality Chemical Ltd Earnings Call Transcript

Oct 24, 2025 / 11:00 AM GMT

Release Date Price: ₹471.9 (+0.25%)

Transcript

Key Points

Positve

Himadri Speciality Chemical Ltd (BOM:500184) achieved its highest ever quarterly EBITDA and PAT, with EBITDA up 21% year-on-year and PAT up 39%.
The company is making significant strides in the lithium-ion battery material sector, aiming to establish India's first commercial manufacturing footprint.
Himadri Speciality Chemical Ltd is expanding its specialty carbon black capacity, positioning itself as the world's largest single-site producer.
The company has received ISCC Plus certification, reinforcing its commitment to sustainability and responsible manufacturing.
Himadri Speciality Chemical Ltd is focusing on high-value specialty and advanced materials, driving strong margin performance.

Negative

Revenue from operations declined due to lower raw material prices and deferred sales recognition for export shipments.
Volume growth has been stagnant due to capacity constraints, with no significant increase in aluminum capacity in India.
The tire business is still in the early stages, with low capacity utilization and limited revenue contribution.
Short-term borrowings increased significantly, although the company maintains a low net debt position.
The company faces challenges in maintaining growth momentum amid global economic uncertainties and competitive pressures.

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

HIMD.NS - Himadri Speciality Chemical Ltd
Q2 2026 Himadri Speciality Chemical Ltd Earnings Call
Oct 24, 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 Himadi Specialty Chemical Limited Q2 and H1F 526 conference call hosted by MSG in time. As a reminder, all participant lines will be in listen-only mode, and there will be an opportunity for you to ask questions after the presentation concludes. Should you need an assistance during the conference call, please signal an operator by pressing then 0 on your touchstone phone.

Please note that this conference is being recorded. I now hand the conference over to Ms. Pooja Swami from MUFG in time.

Thank you and over to you, ma'am.

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Unidentified_2 [2]
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