Privi Speciality Chemicals Limited — Investor Meet, 12-05-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Privi Speciality Chemicals posted record quarterly revenue of Rs.628 Cr, up 28% YoY, with EBITDA rising 50% YoY to Rs.147 Cr and a 23.5% margin. FY25 revenue reached Rs.2,122 Cr (+19% YoY) with a 22.3% EBITDA margin and Rs.474 Cr profit. Exports accounted for ~70% of sales. Operating at 85-90% capacity, management plans to raise capacity to 54,000 MT by March 2026. Growth will be driven by new premium products, the PRIGIV JV breakeven in FY27, and process innovations. Order book diversification across several regions supports an expected 20-25% sales increase and stable margins. Capex of Rs.250-300 Cr targets debottlenecking; efforts are on improving asset turnover and reducing working capital. The tone is confident but cautiously conservative on margins amid global uncertainties.