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Himadri Speciality Chemical Limited Q4 FY25 earnings call summary

NSE: HSCL · BSE: 500184

Earnings call of 29 Apr 2025, summarised by AI from the filing.

Himadri reported FY25 PAT of ₹558 cr and guided FY27 PAT of ₹800-plus cr, with LFP phase 1 operational by Q3 FY27.

Key takeaways

  1. FY27 PAT guidance Management expects FY27 PAT of ₹800-plus cr.
  2. Volume decline Volume declined in last two quarters due to focus on value-added products and deferred shipment.
  3. LFP plant First commercial LFP cathode active material plant outside China; phase 1 40,000 metric ton per annum by Q3 FY27.
  4. Tyre margin risk Tyre business margins uncertain; management said too preliminary to predict.

Original filing on BSE

Himadri Speciality Chemical Limited Q1 FY27 results

As filed: Revenue ₹1,432 cr (+28% year on year), EBITDA ₹288 cr (+18% year on year), PAT ₹228 cr (+28% year on year), EBITDA margin 20.1% (−181 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 ₹1,288 cr (+13% year on year), EBITDA ₹242 cr (+4% year on year), PAT ₹208 cr (+34% year on year), EBITDA margin 18.8% (−176 bps). Score 44 of 100, In line with trend. Revenue growth was above the company's own trend; EBITDA growth was well below it; profit growth was below it. EBITDA margin fell 176 bps year on year. Profit rose ₹52.5 cr on a year ago, more than the ₹40.0 cr it added the year before. Share price after the results: +9.5% in 29 days (Nifty 500: −0.7%).
  • Q3 FY26: Revenue ₹1,184 cr (+4% year on year), EBITDA ₹243 cr (+10% year on year), PAT ₹192 cr (+36% year on year), EBITDA margin 20.5% (+113 bps). Score 44 of 100, In line with trend. Revenue growth was in line with the company's own trend; EBITDA growth was well below it; profit growth was below it. EBITDA margin rose 113 bps year on year. Profit rose ₹51.0 cr on a year ago, more than the ₹32.0 cr it added the year before. Share price after the results: −1.5% in 28 days (Nifty 500: −0.7%).
  • Q2 FY26: Revenue ₹1,071 cr (−6% year on year), EBITDA ₹233 cr (+13% year on year), PAT ₹176 cr (+29% year on year), EBITDA margin 21.8% (+355 bps). Score 36 of 100, Below trend. Revenue, EBITDA and profit growth were well below the company's own trend. EBITDA margin rose 355 bps year on year. Revenue fell 4% from last quarter. Profit rose ₹40.0 cr on a year ago, more than the ₹35.0 cr it added the year before. Share price after the results: −0.4% in 28 days (Nifty 500: +1.0%).
  • Q1 FY26: Revenue ₹1,118 cr (−7% year on year), EBITDA ₹245 cr (+28% year on year), PAT ₹179 cr (+46% year on year), EBITDA margin 21.9% (+591 bps). Score 47 of 100, In line with trend. Revenue growth was well below the company's own trend; EBITDA growth was below it; profit growth was in line with it. EBITDA margin rose 591 bps year on year. Profit rose ₹56.0 cr on a year ago, more than the ₹37.0 cr it added the year before. Share price after the results: −9.7% in 30 days (Nifty 500: −2.7%).
  • Q4 FY25: Revenue ₹1,135 cr (−4% year on year), EBITDA ₹233 cr (+29% year on year), PAT ₹155 cr (+35% year on year), EBITDA margin 20.5% (+515 bps). Score 40 of 100, In line with trend. Revenue growth was well below the company's own trend; EBITDA and profit growth were below it. EBITDA margin rose 515 bps year on year. Profit rose ₹40.0 cr on a year ago, more than the ₹39.0 cr it added the year before. Share price after the results: −2.9% in 30 days (Nifty 500: +3.3%).
  • Q3 FY25: Revenue ₹1,141 cr (+8% year on year), EBITDA ₹221 cr (+27% year on year), PAT ₹141 cr (+29% year on year), EBITDA margin 19.4% (+284 bps). Score 37 of 100, Below trend. Revenue growth was below the company's own trend; EBITDA and profit growth were well below it. EBITDA margin rose 284 bps year on year. Profit rose ₹32.0 cr on a year ago, against ₹44.0 cr the year before.
  • Q2 FY25: Revenue ₹1,137 cr (+13% year on year), EBITDA ₹207 cr (+32% year on year), PAT ₹136 cr (+35% year on year), EBITDA margin 18.2% (+258 bps). Score 72 of 100, Above trend. EBITDA margin rose 258 bps year on year. Not enough history for a trend yet: scored on growth alone. Revenue fell 5% from last quarter.

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

Himadri Speciality Chemical Limited earnings call, investor presentation and press release summaries

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