Chembond Chemicals Limited — Investor Meet, 26-11-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Chembond Chemicals' H1 FY26 consolidated revenue dipped 1% to ₹138.40 Cr, while Q2 revenue fell 3% to ₹73.04 Cr. Despite this, profitability surged with H1 EBITDA up 15% to ₹21.89 Cr and Q2 EBITDA climbing 14% to ₹11.08 Cr, thanks to better margins and cost efficiency.

Water Technologies, largely chemicals, boasts over ₹100 Cr in new orders, with 40-50% expected this fiscal year. Construction Chemicals are recovering post-monsoon. Management aims for ₹1000 Cr turnover in ~4 years, targeting 10-15% annual water business growth and expanding O&M services, showing a confident outlook amidst market competition.