PCBL Chemical Limited — PPTs, 29-04-2025: Investor Presentation

**Financial Highlights:**

PCBL reported consolidated revenue from operations of ₹2,087 Cr for the quarter, marking an 8% YoY increase. Full-year revenue surged by 31% to ₹8,404 Cr, while EBITDA climbed 29% to ₹1,384 Cr. Carbon black sales volume rose 12% in FY25, with specialty blacks increasing by 9%. Profit Before Tax for Q4FY25 was ₹126 Cr, totaling a PBT of ₹577 Cr for FY25.

**Strategic Initiatives & Growth Drivers:**

PCBL is expanding capacity with a new 116-acre manufacturing unit in Andhra Pradesh, aiming for a 50% increase in production over five years. The specialty chemicals segment is gaining momentum, alongside investments in battery technologies such as nano-silicon to support EV adoption.

**Business Developments:**

The company entered a technology transfer agreement for acetylene black production and is pursuing significant expansions in its specialty chemicals and Aquapharm Chemicals divisions.

**Market Position & Competitive Advantage:**

As India’s largest carbon black producer, PCBL maintains a solid global position, supported by diverse manufacturing locations and a wide client base. The expansion into next-gen battery materials further enhances its competitive edge.

**Investor Implications:**

These developments highlight PCBL’s positive growth potential, driven by strong demand and strategic capacity plans. Investors should keep an eye on execution risks associated with expansion and market dynamics in specialty chemicals.