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

PCBL Chemical reported Q3 revenue of Rs. 1,846 Cr and EBITDA of Rs. 231 Cr. Sales volume declined 2% YoY, mainly due to export challenges, though domestic volumes grew 6%. New trade deals with the U.S. and EU are set to significantly boost exports. The company is implementing a Rs. 200 Cr cost savings initiative. New capacities, like a 60,000 MTPA rubber carbon black line and a Nanovace pilot plant (by March 2026), are progressing. Aquapharm targets at least 20% volume growth next year. Management views this quarter as a turning point, confident in future growth from strategic execution and improving market conditions.