ResultsIQ

ResultsIQ › Latest results › Himadri Speciality Chemical Limited

Himadri Speciality Chemical Limited Q3 FY26 earnings call summary

NSE: HSCL · BSE: 500184

Earnings call of 21 Jan 2026, summarised by AI from the filing.

Himadri Speciality Chemical reported Q3 FY26 standalone PAT of ₹195 cr, up 37% year-on-year, and reiterated PAT doubling guidance from FY25 to FY28.

Key takeaways

  1. PAT guidance Management reiterates PAT to double from FY25 to FY28, with no dilution and internal accruals funding growth.
  2. LFP cathode First commercial phase of 40,000 metric tons per annum on track for Q3 FY27; full utilization expected in FY29.
  3. Lithium price risk Lithium price fluctuations cannot be absorbed; full pass-through model to customers planned.

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.