Valiant Organics Limited — PPTs, 18-02-2025: Investor Presentation

**Financial Highlights:**

For Q3-FY25, Valiant Organics Limited reported operational revenue of ₹5,149 Mn, resulting in an operating EBITDA of ₹334 Mn with an EBITDA margin of 6.49%. The profit after tax was a loss of ₹76 Mn, reflecting a PAT margin of -1.48%. Compared to the prior quarter and the same period last year, revenue showed strong performance despite challenging pricing pressures.

**Strategic Initiatives and Growth Drivers:**

The company has experienced a strong demand revival across its key chemistries—chlorination, hydrogenation, and ammonolysis—leading to improved production volumes. However, operational capacity was affected by a fire incident at its Ahmedabad unit; operations resumed in January 2025, which could positively impact future production levels.

**Business Developments:**

Valiant Organics continues to maintain its position as a leading manufacturer of chlorophenol derivatives and other specialty chemicals. The company operates six manufacturing units across five locations, enhancing its production capabilities and supply chain efficiencies.

**Market Position and Competitive Advantage:**

With a diversified product range serving various industries, including pharmaceuticals and agrochemicals, Valiant maintains strong customer relationships and competitive advantages through its extensive supply chain and strategic plant locations.

**Investor Implications:**

Despite current operational challenges, the recovery in demand and operational improvements signal potential growth. Investors should watch closely for recovery in margins and continued performance in the upcoming quarters.