Black Rose Inds. Limited Q4 FY25 earnings call summary

Earnings call of 30 May 2025, summarised by AI from the filing.

Black Rose Industries FY25 standalone revenue grew 20%, with distribution segment up 29% in value; merchant exports expected to improve from Q2.

Key takeaways

1. Revenue Standalone revenue grew by 20% in FY25 due to strong domestic sales and increase in customer base.
2. Guidance Merchant export volumes expected to improve from Q2 once US tariff policy is clearer.
3. Change Distribution segment grew 29% in value and 10% in volume, driving highest ever turnover.
4. Driver NMA and acrylamide solids drove manufacturing growth; new binder variant recovered market share.
5. Risk US tariff uncertainty causing customers to adopt wait and watch approach, impacting merchant exports.

Original filing on BSE

Black Rose Inds. Limited earnings call, investor presentation and press release summaries

• Q4 FY26: Earnings call (22 May 2026), Results deck (22 May 2026)
• Q4 FY25: Earnings call (30 May 2025)