Himadri Speciality Chemical Limited — PPTs, 13-01-2025: Investor Presentation

**Financial Highlights:** Himadri Speciality Chemical Ltd saw significant growth in Q3 FY25, with EBITDA rising 32% year-over-year to ₹222 crore, alongside a 32% increase in PAT to ₹142 crore. For the nine-month period, EBITDA surged by 34% to ₹611 crore, with PAT climbing 35% to ₹400 crore. Sales volumes rose by 11% in Q3 FY25, totaling 137,447 MT, and expanded by 24% for the nine-month period, reaching 415,679 MT.

**Strategic Initiatives and Growth Drivers:** The company is set to invest ₹120 crore in a new facility to produce high-value specialty products from coal tar distillates, expected to start operations in 18 months. This strategy aims to diversify the product line and address global market demands.

**Business Developments:** Himadri also secured a prestigious EcoVadis Platinum Medal for sustainability, placing it among the top 1% of assessed companies. Furthermore, the company is progressing on acquisitions, including a strategic partnership with Sicona, enhancing its portfolio in lithium-ion battery materials, and the acquisition of Birla Tyres, aimed at entering the B2C segment and expanding product offerings.

**Market Position and Competitive Advantage:** Himadri's significant advancements in specialty carbon black and battery materials position it favorably in a growing market. The company's emphasis on innovation and sustainability bolsters its competitive advantages.

**Investor Implications:** The robust financial performance coupled with strategic expansions presents a positive outlook for investors, indicating potential growth driven by innovative product development and market positioning in high-demand sectors.