CLEAN SCIENCE & TECH LTD

During the Q1 FY26-27 earnings conference call held on August 1, 2026, management reported a steady performance despite geopolitical headwinds affecting raw material supply chains. The company achieved its highest ever consolidated sales of approximately INR 264 crores, with a 7% sequential revenue growth. Standalone revenue improved by 5% to INR 203 crores, driven by increased product realization. EBITDA and PAT margins were reported at 43% and 36%, respectively. Management highlighted the successful scale-up of the HALS business, which now constitutes 22% of sales, and noted a strategic collaboration with Geneus Chem to enhance HALS offerings. The company also announced a long-term contract with Kemin for key ingredients, ensuring supply security. Management indicated that operational efficiencies and higher-grade product sales would contribute to sustained EBITDA margin improvements. The call concluded with management expressing confidence in navigating supply chain challenges moving forward.

Management emphasized steady performance and growth initiatives despite external challenges.