Vishnu Chemicals Limited — PPTs, 06-08-2025: Investor Presentation

**1. Financial Highlights:**

VCL's Q1FY26 Operating Revenue hit ₹346.9 Cr (+2.4% YoY). Gross Margin rose to 45.6%, and PAT grew 5.8% YoY to ₹32.2 Cr, with EBITDA Margin stable at 16.1%. Strong margin resilience despite global headwinds.

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

The company emphasizes margin protection & customer focus. Strategic capital deployment targets value-added and backward integration, alongside R&D for efficiency. Management is actively pursuing business development for sustained growth.

**3. Business Developments:**

Domestic sales propelled a 55:45 sales mix. Q-o-Q revenue saw a dip due to tariff uncertainties impacting export demand and rising ocean freight costs.

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

As India's largest Chromium & Barium Chemicals manufacturer, VCL holds strong market leadership. Multi-site manufacturing, global reach (50+ countries), flexible product mix, and process innovations boost its competitive edge and market share expansion.

**5. Investor Implications:**

Management anticipates market stability and demand recovery post-tariff discussions, suggesting positive growth potential. While consistent margins and strategic capex are strengths, global trade concerns remain an execution risk to track.