PCBL Chemical Ltd (NSE:PCBL)

Q3 2026 PCBL Chemical Ltd Earnings Call Transcript

Feb 3, 2026 / 09:30 AM GMT

Release Date Price: ₹299.75 (+12.04%)

Transcript

Key Points

Positve

PCBL Chemical Ltd (BOM:506590) has benefited from the recent Indian-US trade deal, which reduced tariffs from 50% to 18%, enhancing export competitiveness.
The company has seen a 6% year-on-year growth in domestic sales volume, indicating strong domestic demand.
PCBL Chemical Ltd is embarking on a company-wide cost optimization drive targeting INR200 crore in savings over the next two years.
The company has commissioned a 60,000 metric tons per annum brownfield expansion of rubber carbon black, increasing total capacity to 850,000 metric tons per annum.
PCBL Chemical Ltd has retained its gold rating from Ecovaardis, placing it among the top 5% of companies globally assessed on environmental, social, and governance parameters.

Negative

The company's consolidated sales volume in the carbon black business declined by 2% year-on-year to 141,271 metric tons.
International sales volume decreased by 13% to 51,656 tons in Q3 FY26, impacted by geopolitical tensions and tariffs.
PCBL Chemical Ltd recorded a one-time provision of INR21 crores due to changes in the labor code.
The specialty carbon black segment is facing lower pricing power due to slower infrastructure activity and continued capacity addition.
The company's EBITDA for the nine months of FY26 stood at INR834 crores, down from INR1,067 crores in the same period of the previous year.

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

PCBL.NS - PCBL Chemical Ltd
Q3 2026 PCBL Chemical Ltd Earnings Call
Feb 03, 2026 / 09:30AM 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 PCBL Chemical Limited Q3 F 526 earnings conference call hosted by ICSA Securities Limited. 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 assistance during this 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 over the conference to Mr. Sanjesh from ICIC Securities.

Thank you and over to you, sir.

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Unidentified_2 [2]
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