Bodal Chemicals Limited — Investor Meet, 14-08-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Bodal Chemicals reported Q1 FY26 consolidated revenue of INR458 Cr (+8% YoY) and EBITDA of INR52 Cr (+40% YoY, 11.3% margin). Consolidated PAT stood at INR9.53 Cr. The new benzene derivatives unit contributed INR13 Cr, aiming for 70-80% utilization by Q3. TCCA pricing improved, with full impact expected from Q3/Q4. Management forecasts FY26 revenue near INR1900-1950 Cr, with blended EBITDA margins targeting 13-15%. Debt reduction of INR150-175 Cr is planned for FY26. The focus is on consolidating operations and boosting profitability from existing assets.