DMCC SPECIALITY CHEMICALS LIMITED Q4 FY26 earnings call summary

Earnings call of 19 May 2026, summarised by AI from the filing.

Q4 FY26 revenue ₹177 cr (Q3 FY26: ₹150 cr) on raw material price pass-through; FY27 speciality utilisation guided better than FY25-26.

Key takeaways

1. Q4 revenue ₹177 cr (Q3 FY26: ₹150 cr), increase mainly from passing on higher raw material prices.
2. FY27 utilisation Speciality chemical capacity utilisation expected better than FY25-26; too volatile for projection.
3. Working capital Expanded substantially due to boron advance payments and higher sulfur prices; short-term borrowings increased.
4. Latin America Most European business replaced with Latin America; also looking at Japan, Korea, and China.
5. Sulfur supply About 50% of global sulfur trade flows through Strait of Hormuz; imports to India virtually stopped.

Original filing on BSE

DMCC SPECIALITY CHEMICALS LIMITED Q1 FY27 results

As filed: Revenue ₹253 cr (+99% year on year), EBITDA ₹34.1 cr (+101% year on year), PAT ₹20.4 cr (+155% year on year), EBITDA margin 13.5% (+10 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 ₹178 cr (+42% year on year), EBITDA ₹17.7 cr (+18% year on year), PAT ₹7.7 cr (+28% year on year), EBITDA margin 10.0% (−204 bps). Score 57 of 100, In line with trend. Revenue growth was above the company's own trend; EBITDA and profit growth were in line with it. EBITDA margin fell 204 bps year on year. Revenue grew on the previous quarter, against its usual seasonal pattern. Share price after the results: −24.1% in 28 days (Nifty 500: −0.1%).
• Q3 FY26: Revenue ₹151 cr (+28% year on year), EBITDA ₹14.7 cr (−18% year on year), PAT ₹6.2 cr (−23% year on year), EBITDA margin 9.8% (−550 bps). Score 38 of 100, Below trend. Revenue growth was in line with the company's own trend; EBITDA and profit growth were below it. EBITDA margin fell 550 bps year on year. Share price after the results: −1.5% in 28 days (Nifty 500: −4.1%).
• Q2 FY26: Revenue ₹126 cr (+22% year on year), EBITDA ₹14.0 cr (−13% year on year), PAT ₹6.0 cr (0% year on year), EBITDA margin 11.1% (−442 bps). Score 36 of 100, Below trend. Revenue growth was in line with the company's own trend; EBITDA and profit growth were below it. EBITDA margin fell 442 bps year on year. Profit fell 25% from last quarter. Share price after the results: −8.2% in 30 days (Nifty 500: −0.2%).
• Q1 FY26: Revenue ₹127 cr (+49% year on year), EBITDA ₹17.0 cr (+89% year on year), PAT ₹8.0 cr (+300% year on year), EBITDA margin 13.4% (+280 bps). Score 70 of 100, Above trend. Revenue and profit growth were well above the company's own trend; EBITDA growth was in line with it. EBITDA margin rose 280 bps year on year. Share price after the results: +3.4% in 29 days (Nifty 500: +0.6%).
• Q4 FY25: Revenue ₹125 cr (+49% year on year), EBITDA ₹15.0 cr (+88% year on year), PAT ₹6.0 cr (0% year on year), EBITDA margin 12.0% (+248 bps). Score 64 of 100, In line with trend. Revenue growth was well above the company's own trend; EBITDA growth was in line with it. EBITDA margin rose 248 bps year on year. Profit fell 25% from last quarter. Share price after the results: −8.5% in 30 days (Nifty 500: +3.3%).
• Q3 FY25: Revenue ₹118 cr (+46% year on year), EBITDA ₹18.0 cr (+157% year on year), PAT ₹8.0 cr, EBITDA margin 15.3% (+661 bps). Score 80 of 100, Above trend. Revenue growth was well above the company's own trend; EBITDA growth was above it. EBITDA margin rose 661 bps year on year. Tax rate 36%. Revenue rose ₹37.0 cr on a year ago, more than the ₹9.0 cr it added the year before.
• Q2 FY25: Revenue ₹103 cr (+34% year on year), EBITDA ₹16.0 cr (+60% year on year), PAT ₹6.0 cr (+200% year on year), EBITDA margin 15.5% (+255 bps). Score 94 of 100, Above trend. EBITDA margin rose 255 bps year on year. Not enough history for a trend yet: scored on growth alone.

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

DMCC SPECIALITY CHEMICALS LIMITED earnings call, investor presentation and press release summaries

• Q4 FY26: Earnings call (19 May 2026)
• Q2 FY26: Earnings call (12 Nov 2025)
• Q4 FY25: Earnings call (8 May 2025), Results deck (7 May 2025)