Bodal Chemicals Limited — PPTs, 10-02-2025: Investor Presentation

**Investor Presentation – February 2025**

**Financial Highlights:** Bodal Chemicals reported a revenue of ₹4,454 mn in Q3FY25, marking a 30% year-on-year growth. The EBITDA of ₹464 mn reflects a considerable 63% increase compared to the previous year. For the nine months ended FY25, total revenue reached ₹13,035 mn, up by 28%. The revenue from dye intermediates surged by 53%, while chlor alkali recorded a 21% rise, bolstered by strong volumes and stable pricing.

**Strategic Initiatives and Growth Drivers:** The company's focus on its Saykha Greenfield project for benzene downstream products is expected to yield benefits starting Q4FY25, as it works towards obtaining necessary certifications for the pharma sector. The performance of its Turkish subsidiary, despite challenges, remains a point of observation.

**Business Developments:** The company is enhancing its production capabilities through capacity additions and strategic acquisitions. The integration of acquired entities is anticipated to streamline operations and bolster profitability.

**Market Position and Competitive Advantage:** Bodal maintains a robust presence in the chemical sector, supported by backward integration which provides a cost advantage and enhances resilience against market volatility.

**Investor Implications:** With improved operational efficiencies and growing market demand, Bodal Chemicals presents a positive outlook for investors, particularly due to its expansion initiatives and ability to leverage market trends effectively.