Himadri Speciality Chemical Ltd (NSE:HSCL)

Q1 2027 Himadri Speciality Chemical Ltd Earnings Call Transcript

Jul 16, 2026 / 10:30 AM GMT

Release Date Price: ₹722.35 (+5.99%)

Transcript

Key Points

Positve

Himadri Speciality Chemical Ltd (BOM:500184) reported a 28% increase in consolidated revenue for the quarter, reaching Rs. 1,432 crores.
The company achieved a 33% increase in EBITDA, with a margin of 22%, reflecting strong operational discipline.
Profit after tax rose by 27% to Rs. 228 crores, indicating a PAT margin of 16%.
Himadri successfully developed indigenous carbon nanotube technology, marking a significant milestone in its innovation journey.
The company is expanding into super speciality carbon black, targeting high-performance markets like lithium-ion batteries and engineered plastics.

Negative

The EBIT for the 'other segment' fell sharply from Rs. 25 crore to Rs. 1 crore due to the absence of mining profits this quarter.
There was a significant swing from a foreign exchange gain to a loss this quarter, impacting financial results.
The company is awaiting environmental clearance for its mining operations, which could delay revenue from this segment.
The approval process for new products like carbon nanotubes can take up to two years, potentially delaying revenue realization.
Himadri faces competition from established Chinese players in the LFP cathode market, which could impact market share and pricing.

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

HIMD.NS - Himadri Speciality Chemical Ltd
Q1 2027 Himadri Speciality Chemical Ltd Earnings Call
Jul 16, 2026 / 10:30AM GMT

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Presentation
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Unidentified_1 [1]
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By 27 conference call posted by MUFG. As a reminder, all participant lines will be in the listen-only mode and there will be an opportunity for you to ask questions after the presentation concludes. Should you need assistance during the conference call, please signal an operator by pressing *10 0 on your touch tone phone. I now hand the conference over to Mr. Chirag Bhatia from MUFG.

Thank you and over to you sir.

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Unidentified_2 [2]
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Thank you, Nisha.

Good evening everyone and welcome to Q1 FY27 on the conference

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