Himadri Speciality Chemical Limited — Investor Meet, 02-05-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Himadri Specialty Chemical posted robust Q4 & FY26 results: Consolidated PAT surged 34% (Q4) and 36% (FY26) YoY to ₹208 Cr and ₹755 Cr, respectively. FY26 EBITDA reached ₹1,006 Cr, with a net cash balance of ₹121 Cr.

The company commissioned a 200 MTPA in-house anode material facility and is on track for a 40,000 MTPA LFP cathode project, with 2,000 MT expected by Q3 FY27. Operational highlights include adding 70,000 MT speciality carbon black capacity and debottlenecking coal tar pitch capacity. Birla Tyres contributed ₹187 Cr in revenue, targeting ₹3,000 Cr in four years. Management expresses a confident outlook for sustained top-line and margin growth.