Bodal Chemicals Limited — PPTs, 12-11-2025: Investor Presentation

Here's a concise, retail-friendly summary based on the investor presentation:

1. **Business Performance:** Bodal Chemicals reported a strong H1FY26, with consolidated revenue up 11.7% YoY to Rs 958.6 Cr and EBITDA soaring 26.7% YoY to Rs 94.6 Cr. Profit After Tax significantly improved to Rs 15.5 Cr from a loss last year. Q2FY26 also showed robust revenue (+15.4%) and EBITDA (+13.7%) growth. Basic Chemicals sales (+76%) and new Benzene downstream products were key growth drivers.

2. **Growth Drivers or Strategy:** The company is strategically shifting towards niche value-added products, adding Benzene Derivatives. Focus areas include backward integration for cost competitiveness and expanding international presence.

3. **Recent Developments:** New Saykha Benzene downstream unit's production has stabilized, contributing to H1FY26 topline. Despite initial margin pressure, management expects gradual growth.

4. **Key Financial Metrics:** H1FY26 Revenue: Rs 958.6 Cr (+11.7% YoY), EBITDA: Rs 94.6 Cr (+26.7% YoY), PAT: Rs 15.5 Cr (vs loss), EPS: Rs 1.2.

5. **Management Commentary / Outlook:** Management foresees better Chlor Alkali performance and gradual growth from new Benzene downstream products. Expectations for improved volumes and stable raw material costs are set to boost future revenue and margins, backed by cost-control efforts.