PCBL Chemical Limited — PPTs, 23-07-2025: Investor Presentation

Here's a summary of the attached investor update:

**1. Financial Highlights:**

PCBL Chemical's Q1FY26 consolidated revenue hit Rs. 2,114 Cr with Rs. 325 Cr EBITDA (15% margin). Carbon Black EBITDA/MT was Rs. 17,791. Aquapharm added Rs. 382 Cr revenue & Rs. 50 Cr EBITDA.

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

PCBL targets 1M MTPA Carbon Black by FY28, aiming to double its specialty portfolio. Initiatives include a new greenfield unit and India's first Acetylene Black plant. Aquapharm expands capacities; green power generation grew 11% YoY.

**3. Business Developments:**

Q1FY26 saw strong volume growth: PCBL Carbon Black +2.6% QoQ, Specialty Black +4.5% QoQ. Aquapharm sales +8.7% YoY. 30,000 MTPA brownfield expansion trial runs began. Nanovace Technologies secured US patent for next-gen nanomaterials.

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

PCBL leads as India's largest (world's 7th) Carbon Black producer & top phosphonate producer. Expanding specialty portfolio and global presence strengthen its market edge. Domestic tyre growth & Aquapharm’s US manufacturing offer key advantages.

**5. Investor Implications:**

Updates signal positive growth potential from significant capacity expansions and strategic diversification into high-value battery chemicals. Continued focus on specialty products and leveraging market shifts are crucial for future performance.