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

**Financial Highlights:** Bodal Chemicals reported consolidated revenue of Rs. 4,454 Mn for Q3 FY25, marking a 30% year-over-year increase, driven primarily by robust performance in dye intermediates, which surged by 53%. EBITDA grew to Rs. 464 Mn (up 63% YoY), while 9M FY25 revenue reached Rs. 13,035 Mn, up 28% YoY.

**Strategic Initiatives and Growth Drivers:** The management anticipates continued growth due to enhanced production volumes and stable raw material prices. The Saykha Greenfield project is expected to start contributing to revenue in Q4 FY25 as it secures necessary certifications for pharma industry applications.

**Business Developments:** A notable achievement includes the successful ramp-up of dye intermediates capacity, which significantly bolstered overall revenue. Additionally, the Chlor Alkali division reported a solid 21% YoY revenue growth, attributed to consistent demand in the end-use sectors.

**Market Position and Competitive Advantage:** With a diversified product line and strategic geographical presence, Bodal is well-positioned to capitalize on increasing global chemical demand, particularly as the Indian market evolves amidst changing dynamics in China.

**Investor Implications:** The strong financial performance underlines a positive outlook for Bodal Chemicals as it continues to navigate market challenges. Investors should monitor the execution of strategic growth plans and the potential for enhanced profitability as new projects come online.