Privi Speciality Chemicals Limited — PPTs, 11-05-2026: Investor Presentation

Privi Speciality Chemicals reported strong performance for Q4 and full-year FY26.

**Business Performance:** Q4 FY26 revenue grew 15.5% YoY to ₹725.7 Cr, with PAT up 40.9% to ₹93.7 Cr. For the full year FY26, revenue jumped 21.7% to ₹2,582.9 Cr, and PAT surged 75.2% to ₹327.5 Cr. This growth was driven by robust volume and an improved product mix.

**Growth Drivers or Strategy:** The company is focused on its "5k:1k" vision (₹5,000 Cr revenue, ₹1,000 Cr+ EBITDA by FY29-30). Key strategies include expanding existing products, developing new high-value specialty molecules like Maltol and Furfural, and leveraging its strategic PRIGIV joint venture.

**Recent Developments:** Significant debottlenecking initiatives were undertaken. The PRIGIV JV achieved positive PAT in Q4 FY26 and is exploring further high-value specialty molecule expansion. Capacity augmentation projects are nearing completion. Operating cash flow for the year was ₹550 Cr, reducing total debt by ₹113 Cr despite ₹320 Cr in CAPEX.

**Key Financial Metrics:** Full-year FY26 EPS stood at ₹83.85. Net Debt to Equity improved significantly to 0.62x.

**Management Commentary / Outlook:** Management anticipates sustaining EBITDA margins above 20% by FY29-30, driven by operational efficiencies and an enhanced product portfolio, as it progresses towards its ambitious revenue and EBITDA targets.