Himadri Speciality Chemical Limited — PPTs, 15-07-2025: Investor Presentation

Here's a summary of the attached document:

**1. Financial Highlights:**

Q1FY26: Revenue dipped 8% to 1,100 Cr. However, PAT surged 48% to 183 Cr and EBITDA grew 25% to 234 Cr, driven by high-value products. Balance sheet is strong with 107 Cr Net Debt and 32% ROCE. FY25 was robust with 4,596 Cr Revenue, 844 Cr EBITDA, and 558 Cr PAT.

**2. Strategic Initiatives & Growth Drivers:**

Himadri targets high-value growth and diversification. Key capex includes doubling Speciality Carbon Black capacity (220 Cr, Q3FY26) and pioneering LFP Cathode Active Material production (1,125 Cr, 40,000 MTPA by Q3FY27), aiming to be the 1st commercial plant globally ex-China.

**3. Business Developments:**

Strategic acquisitions bolster its EV and energy storage play: Sicona Battery Technologies (84.21 Cr) for Si-Carbon anode tech, Invati Creations (45.16 Cr) for Li-ion R&D, and International Battery Company (37.47 Cr) for Li-ion cell manufacturing. Also, revitalizing Birla Tyres (306 Cr, Q1FY26) for speciality/EV tyres.

**4. Market Position & Competitive Advantage:**

Leveraging strong client relationships and global reach, Himadri's scale and quality in speciality chemicals provide a competitive edge. The upcoming LFP plant uniquely positions it as a "Make in India" pioneer in the global battery materials supply chain.

**5. Investor Implications:**

The aggressive pivot to high-growth EV battery materials and advanced chemicals signals significant positive growth potential. Investors should monitor the successful execution and ramp-up of substantial capex projects for future earnings impact.