Chembond Chemicals Limited investor meet summary

Investor meet of 24 Oct 2026, summarised by AI from the filing.

Chembond H1 FY27 revenue rose 32% to ₹182.25 cr but EBITDA margin fell to 12% as material costs rose to 56% of sales.

Key takeaways

1. Cost normalisation Management expects material costs to normalise by the end of this financial year, but gives no assurance.
2. Volume growth Water treatment chemicals volume rose to 13,343 metric ton from 9,268 metric ton, driving revenue.
3. Raw material Costs are rising faster than they can be passed on, with repeated increases since the Iran war.

Original filing on BSE

Chembond Chemicals Limited Q2 FY27 results

As filed: Revenue ₹95.8 cr (+31% year on year), EBITDA ₹8.3 cr (−24% year on year), PAT ₹3.3 cr (−53% year on year), EBITDA margin 8.7% (−636 bps).

The Q2 FY27 score, against the company's own trend, is for premium members.

Earlier results and the share price after them

• Q1 FY27: Revenue ₹86.5 cr (+33% year on year), EBITDA ₹11.3 cr (+42% year on year), PAT ₹9.6 cr (+59% year on year), EBITDA margin 13.1% (+79 bps). Score 85 of 100, Above trend. EBITDA margin rose 79 bps year on year. Not enough history for a trend yet: scored on growth alone. Revenue fell 15% from last quarter. Share price after the results: +5.8% in 29 days (Nifty 500: +1.6%).
• Q4 FY26: Revenue ₹101 cr, EBITDA ₹15.9 cr, PAT ₹11.6 cr, EBITDA margin 15.7%. Not scored. No consolidated results for the same quarter last year to compare yet (consolidated revenue ₹101 cr). Scored once a year-earlier consolidated quarter exists. Share price after the results: −5.2% in 30 days (Nifty 500: +1.6%).
• Q3 FY26: Revenue ₹86.4 cr, EBITDA ₹12.4 cr, PAT ₹9.7 cr, EBITDA margin 14.3%. Not scored. No consolidated results for the same quarter last year to compare yet (consolidated revenue ₹86.4 cr). Scored once a year-earlier consolidated quarter exists. Share price after the results: +18.1% in 30 days (Nifty 500: +2.5%).
• Q2 FY26: Revenue ₹73.0 cr, EBITDA ₹11.0 cr, PAT ₹7.0 cr, EBITDA margin 15.1%. Not scored. No consolidated results for the same quarter last year to compare yet (consolidated revenue ₹73.0 cr). Scored once a year-earlier consolidated quarter exists. Share price after the results: −4.5% in 29 days (Nifty 500: +1.2%).
• Q1 FY26: Revenue ₹65.0 cr, EBITDA ₹8.0 cr, PAT ₹6.0 cr, EBITDA margin 12.3%. Not scored. No consolidated results for the same quarter last year to compare yet (consolidated revenue ₹65.0 cr). Scored once a year-earlier consolidated quarter exists. Share price after the results: +3.2% in 30 days (Nifty 500: +0.2%).

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

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

• Q4 FY26: Earnings call (16 May 2026), Results deck (16 May 2026)
• Q2 FY26: Earnings call (21 Nov 2025), Results deck (21 Nov 2025)
• Other events: Investor meet (24 Oct 2026)