HIMADRI SPECIALITY CHEM L

During the Q1FY27 earnings conference call held on July 16, 2026, management reported a consolidated revenue of INR 1,432 Crores, an increase of 28% year-over-year. EBITDA was INR 313 Crores with a margin of 22%, and profit after tax was INR 228 Crores, reflecting a PAT margin of 16%. Management highlighted the company's transformation from a coal tar derivative company to a global advanced materials organization, emphasizing innovation-led growth. Key initiatives included the development of indigenous Carbon Nanotube (CNT) technology and entry into the Super Speciality Carbon Black market. Management discussed the strategic investments in battery materials, including a 200 MTPA anode material facility and plans for lithium-ion phosphate (LFP) cathode chemistry. The company also reported progress in its Birla Tyres segment and ongoing efforts to modernize manufacturing infrastructure. Management expressed confidence in achieving its long-term financial goals while maintaining a focus on sustainability and operational efficiency.

Management emphasized strong financial performance and strategic growth initiatives.