Himadri Speciality Chemical Limited — Investor Meet, 23-07-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Himadri Speciality Chemical reported record Q1 FY26 EBITDA (Rs. 235 Cr) and PAT (Rs. 179 Cr), showing strong profitability despite raw material price dips. Volumes were stable at 140,090 MT. Key growth drivers include Birla Tyres' commenced operations and a strategic stake in IBC for battery materials, with exclusive tech licensing for advanced anodes. Himadri's LFP plant outside China is on track for Q3 FY27. Speciality Carbon Black capacity will double by Q3 FY26. Management targets doubling profit by FY27, projecting even bigger growth post-FY27.