Vishnu Chemicals Limited — Investor Meet, 09-02-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Vishnu Chemicals posted Q3 FY26 operating revenue of 411.3 Cr (+2.5% QoQ), EBITDA of 61.7 Cr (+6% QoQ), and PAT of 33.7 Cr (+2.6% QoQ). Gross margins expanded to 44.8%. For 9M FY26, revenue hit 1,159 Cr (+10% YoY) and PAT 98.8 Cr (+12.7% YoY).

Key strategic moves include acquiring a South African mine, expecting operations by Q1 FY27 for raw material security. Strontium Carbonate commercialized in Q2 FY26, targeting sales from Q1 FY27. Expansion into DMSO, chrome oxide, and chrome metal is planned by FY28.

Management anticipates improved performance from reduced US tariffs on chrome chemicals and EU anti-dumping duties on Chinese Barium Carbonate, targeting 20% EBITDA margins by FY28. The outlook is confident.