Tatva Chintan Pharma Chem Limited — Investor Meet, 19-05-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Tatva Chintan reported Q4 FY26 operating revenue of INR134.1 Cr, up 24% YoY, and EBITDA of INR28.1 Cr, up 214% YoY, achieving 21% margins. FY26 revenue surpassed INR500 Cr. Management anticipates ~25% revenue growth and 20-22% EBITDA margins for FY27, confident despite geopolitical challenges. Electrolyte Salts (ESS) showed exceptional growth, expected to contribute 8-10% to FY27 revenue. Structured Directing Agents (SDA) forecast 20% growth driven by Euro 7 norms. The Pharma segment begins commercialization this year, with INR70-75 Cr revenue expected. Successful plant-scale trials for semiconductor chemicals occurred. The new Jolva plant groundbreaking is expected this quarter, targeting early 2028 operations for future growth. Management highlights a strategic growth phase.