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Bodal Chemicals Limited Q1 FY26 earnings call summary

NSE: BODALCHEM · BSE: 524370

Earnings call of 12 Aug 2025, summarised by AI from the filing.

On track for about ₹1,900 cr revenue, plus or minus 5%, with margins of 11% to 12%.

Key takeaways

  1. FY26 guidance On track for about ₹1,900 cr revenue, plus or minus 5%, with margins of 11% to 12%.
  2. Benzene target cut Benzene business FY26 revenue target lowered to about ₹100 cr from earlier ₹150 cr due to delay.
  3. Margin pressure Benzene derivatives margin under pressure from steep competition and slower demand.

Original filing on BSE

Bodal Chemicals Limited Q1 FY27 results

As filed: Revenue ₹709 cr (+56% year on year), EBITDA ₹68.9 cr (+41% year on year), PAT ₹30.4 cr (+204% year on year), EBITDA margin 9.7% (−107 bps).

The Q1 FY27 score, against the company's own trend, is for premium members.

Earlier results and the share price after them

  • Q4 FY26: Revenue ₹588 cr (+30% year on year), EBITDA ₹68.6 cr (+43% year on year), PAT ₹32.1 cr (+114% year on year), EBITDA margin 11.7% (+102 bps). Score 66 of 100, Above trend. Revenue growth was well above the company's own trend; EBITDA growth was in line with it; profit growth was above it. EBITDA margin rose 102 bps year on year. Tax rate 11%. Revenue rose ₹137 cr on a year ago, more than the ₹57.0 cr it added the year before. Share price after the results: +2.9% in 29 days (Nifty 500: +2.5%).
  • Q3 FY26: Revenue ₹490 cr (+11% year on year), EBITDA ₹22.1 cr (−50% year on year), PAT ₹0.2 cr (−95% year on year), EBITDA margin 4.5% (−543 bps). Score 14 of 100, Below trend. Revenue and profit growth were below the company's own trend; EBITDA growth was well below it. EBITDA margin fell 543 bps year on year. Other income 6288% of PBT. Tax rate 0%. Profit fell 96% from last quarter. Share price after the results: −12.4% in 30 days (Nifty 500: −7.8%).
  • Q2 FY26: Revenue ₹480 cr (+12% year on year), EBITDA ₹23.0 cr (−30% year on year), PAT ₹6.0 cr, EBITDA margin 4.8% (−290 bps). Score 12 of 100, Below trend. Revenue growth was below the company's own trend; EBITDA growth was well below it. EBITDA margin fell 290 bps year on year. Other income 333% of PBT. Tax rate 0%. Profit fell 40% from last quarter. Share price after the results: −12.1% in 30 days (Nifty 500: +0.2%).
  • Q1 FY26: Revenue ₹454 cr (+8% year on year), EBITDA ₹49.0 cr (+40% year on year), PAT ₹10.0 cr, EBITDA margin 10.8% (+250 bps). Score 37 of 100, Below trend. Revenue growth was below the company's own trend; EBITDA growth was in line with it. EBITDA margin rose 250 bps year on year. Other income 31% of PBT. Profit fell 33% from last quarter. Share price after the results: −2.6% in 30 days (Nifty 500: +2.1%).
  • Q4 FY25: Revenue ₹451 cr (+14% year on year), EBITDA ₹48.0 cr (+85% year on year), PAT ₹15.0 cr (+300% year on year), EBITDA margin 10.6% (+404 bps). Score 65 of 100, In line with trend. Revenue growth was below the company's own trend; EBITDA and profit growth were well above it. EBITDA margin rose 404 bps year on year. Tax rate -25%. Share price after the results: −3.7% in 30 days (Nifty 500: +3.1%).
  • Q3 FY25: Revenue ₹443 cr (+31% year on year), EBITDA ₹44.0 cr (+83% year on year), PAT ₹5.0 cr (+300% year on year), EBITDA margin 9.9% (+285 bps). Score 82 of 100, Above trend. Revenue growth was above the company's own trend; EBITDA and profit before exceptional items growth were well above it. EBITDA margin rose 285 bps year on year. Tax rate 38%.
  • Q2 FY25: Revenue ₹429 cr (+30% year on year), EBITDA ₹33.0 cr (+43% year on year), PAT ₹0.0 cr (−100% year on year), EBITDA margin 7.7% (+72 bps). Score 20 of 100, Below trend. EBITDA margin rose 72 bps year on year. Other income 500% of PBT. Tax rate 100%. Consolidated profit -100% but standalone +0%. Not enough history for a trend yet: scored on growth alone.

Past price moves after results do not indicate future moves. Not a recommendation.

Bodal Chemicals Limited earnings call, investor presentation and press release summaries

Figures from the company's filings with NSE and BSE. Not investment advice.