Himadri Speciality Chemical Limited — PPTs, 23-04-2026: Investor Presentation

Himadri Speciality Chemical delivered strong FY26 results with consolidated revenue at Rs. 4,660.7 Cr and record PAT of Rs. 755 Cr, up 36% YoY. Q4FY26 revenue grew 14% to Rs. 1,288 Cr. The company is a net cash company with Rs. 121 Cr cash.

The company is shifting gears towards high-value growth, driving diversification and resilience. Key growth initiatives include the commencement of a 70,000 MTPA Speciality Carbon Black line, making it the world's largest single-location facility. Anode material production also began at Mahistikry.

Strategic expansion plans feature the first phase of a 2,000 MTPA LFP Cathode Active Material plant targeted for Q3FY27, aiming for 200,000 MTPA in 5-6 years. Forward integration into Anthraquinone and Carbazole is slated for Q2FY27. Himadri is also ramping up Birla Tyres, focusing on speciality segments and Passenger Car Radial (PCR) tyres. Investments in Sicona Battery Technologies, IBC, and Invati Creations underscore its commitment to advanced battery materials.

Management is focused on disciplined capital allocation and securing raw materials for LFP production. The company aims for Net Zero emissions with clear targets for Scope 1, 2, and 3 reductions. Recent accolades include the EcoVadis Platinum Medal and a 'B' rating in CDP for Climate Change and Water Security.