Privi Speciality Chemicals Limited — PPTs, 06-11-2025: Investor Presentation

Privi Speciality Chemicals reported all-time high results for Q2 & H1 FY26. Revenue grew 26% YoY to Rs. 678.82 Cr in Q2, and 24% YoY to Rs. 1,246.08 Cr for H1. EBITDA surged 59% YoY to Rs. 182.14 Cr (Q2) and 53% YoY to Rs. 323.19 Cr (H1), driven by operational excellence and value-added products, with margins sustained above 20%. Profit After Tax (PAT) jumped 101% YoY to Rs. 90.21 Cr (Q2) and 94% YoY to Rs. 147.76 Cr (H1), with EPS at Rs. 24.04 (Q2) and Rs. 39.90 (H1).

The company is executing a three-phase expansion roadmap over 3-4 years to boost capacity by ~50% and expand its specialty product portfolio. Phase I is complete, boosting volumes, while Phase II is on track. A proposed amalgamation of Privi Fine Sciences and Privi Biotechnology aims to unlock synergies and enhance efficiency. Key growth drivers include existing product expansion, new product innovation, and a China +1 strategy. Management is focused on building a world-class aroma chemicals company, delivering precision, and growing responsibly amidst rising demand for personal and home care products. The company was also recognized for its sustainability practices.