DMCC SPECIALITY CHEMICALS LIMITED — Investor Meet, 17-11-2025: Analysts/Institutional Investor Meet/Con. Call Updates

DMCC Speciality Chemicals reported Q2 FY26 revenue of INR 126 Cr (+25% YoY) and PBT of INR 8.28 Cr. H1 FY26 revenue crossed INR 250 Cr with PBT at INR 19 Cr. The quarter was challenged by boron business logistics due to a new distributor and reduced European exports. Management expects boron operations to normalize from Q3's second half and is actively exploring Latin American and Chinese markets to offset Europe’s decline. Commodity business utilization is high (95-100%), while Specialty is at ~50%. The company is focusing on incremental CAPEX and debt reduction, with a cautious approach amidst market uncertainties. US tariffs have not impacted existing customer relations.