Thirumalai Chemicals Limited Q1 FY26 results deck summary

Results deck of 17 Aug 2025, summarised by AI from the filing.

Consolidated revenue ₹450 cr (Q1 FY25: ₹555 cr); PAT -₹60 cr (Q1 FY25: ₹5 cr).

Key takeaways

1. Q1 result Consolidated revenue ₹450 cr (Q1 FY25: ₹555 cr); PAT -₹60 cr (Q1 FY25: ₹5 cr).
2. Change Q1 FY26 standalone financials took full burden of interest costs on new borrowings for USA project.
3. Risk Global chemical industry faced soft demand and excess capacity in Q1 FY26.

Original filing on BSE

Thirumalai Chemicals Limited Q1 FY27 results

As filed: Revenue ₹547 cr (+21% year on year), EBITDA ₹32.6 cr, PAT −₹43.7 cr, EBITDA margin 6.0% (+1,000 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 ₹424 cr (−19% year on year), EBITDA ₹6.2 cr (−56% year on year), PAT −₹28.0 cr, EBITDA margin 1.5% (−122 bps). Score 15 of 100, Below trend. Revenue growth was well below the company's own trend; EBITDA growth was below it. EBITDA margin fell 122 bps year on year. Share price after the results: −22.2% in 30 days (Nifty 500: +1.5%).
• Q3 FY26: Revenue ₹416 cr (−7% year on year), EBITDA −₹15.1 cr, PAT −₹46.6 cr, EBITDA margin -3.6% (+85 bps). Score 15 of 100, Below trend. Revenue growth was below the company's own trend. EBITDA margin rose 85 bps year on year. Revenue fell 7% from last quarter. Share price after the results: −20.0% in 30 days (Nifty 500: −7.8%).
• Q2 FY26: Revenue ₹445 cr (−15% year on year), EBITDA −₹3.0 cr (−113% year on year), PAT −₹33.0 cr (−300% year on year), EBITDA margin -0.7% (−506 bps). Score 20 of 100, Below trend. Revenue growth was well below the company's own trend; EBITDA growth was below it. EBITDA margin fell 506 bps year on year. Share price after the results: −18.0% in 30 days (Nifty 500: 0.0%).
• Q1 FY26: Revenue ₹450 cr (−19% year on year), EBITDA −₹26.0 cr (−184% year on year), PAT −₹60.0 cr (−300% year on year), EBITDA margin -5.8% (−1,000 bps). Score 14 of 100, Below trend. Revenue and EBITDA growth were well below the company's own trend. EBITDA margin fell 1000 bps year on year. Revenue fell 14% from last quarter. Share price after the results: +10.5% in 29 days (Nifty 500: +2.2%).
• Q4 FY25: Revenue ₹523 cr (−1% year on year), EBITDA ₹14.0 cr (+250% year on year), PAT −₹14.0 cr, EBITDA margin 2.7% (+192 bps). Score 45 of 100, In line with trend. Revenue growth was in line with the company's own trend. EBITDA margin rose 192 bps year on year. Share price after the results: +5.3% in 28 days (Nifty 500: +0.5%).
• Q3 FY25: Revenue ₹447 cr (−9% year on year), EBITDA −₹20.0 cr, PAT −₹42.0 cr, EBITDA margin -4.5% (−325 bps). Score 15 of 100, Below trend. Revenue growth was well below the company's own trend. EBITDA margin fell 325 bps year on year. Revenue fell 15% from last quarter.
• Q2 FY25: Revenue ₹525 cr (−3% year on year), EBITDA ₹23.0 cr (+44% year on year), PAT ₹5.0 cr, EBITDA margin 4.4% (+143 bps). Score 42 of 100, In line with trend. EBITDA margin rose 143 bps year on year. Other income 100% of PBT. Tax rate 44%. 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.

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

• Q1 FY26: Results deck (17 Aug 2025)