Himadri Speciality Chemical Limited — PPTs, 16-01-2026: Investor Presentation

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

**Business Performance:** Himadri reported strong 9MFY26 standalone results: PAT surged 41% YoY to Rs 564 Cr, already surpassing FY25's full-year profit. EBITDA grew 19% YoY to Rs 726 Cr, driven by a 3% sales volume increase and focus on high-value products, despite a 5% revenue dip to Rs 3,304 Cr.

**Growth Drivers or Strategy:** Key drivers include expanding speciality carbon black capacity to 130,000 MTPA (trial production started Dec 2025, Rs 220 Cr capex) and entering global liquid coal tar pitch exports. Diversification into Li-ion battery materials is central, with a planned LFP Cathode Active Material plant by Q3FY27.

**Recent Developments:** Himadri received Rs 237 Cr from promoters (now 52.50% stake). It launched B2C "DurofreshTM" naphthalene balls and earned its second EcoVadis Platinum for sustainability. Strategic investments in Sicona, Invati, and IBC are strengthening its Li-ion battery materials portfolio.

**Key Financial Metrics:** 9MFY26 Standalone: Revenue Rs 3,304 Cr (-5% YoY), EBITDA Rs 726 Cr (+19% YoY), PAT Rs 564 Cr (+41% YoY).

**Management Commentary / Outlook:** Management anticipates significant profitability growth by 2028, focusing on innovation and strategic investments in high-value segments like electric vehicles and energy storage.