Bodal Chemicals Limited — PPTs, 21-05-2026: Investor Presentation

Bodal Chemicals reported robust Q4FY26 results with revenue climbing 30% YoY to Rs 590.6 Cr and PAT soaring 121% to Rs 32.1 Cr. For the full year, FY26 revenue reached Rs 2,053.9 Cr (+16% YoY), while PAT jumped 158.5% to Rs 47.8 Cr. This growth was driven by improved volumes, better realizations, and a SGST incentive. Notably, Basic Chemicals revenue surged 239% in Q4, reflecting successful passing on of higher raw material costs.

The company's integrated business model is a key strength, utilizing in-house basic chemicals and dye intermediates for cost efficiency. Bodal is strategically moving towards niche value-added products and optimizing non-core assets. Production at the Saykha Benzene downstream plant is now satisfactory, though margins are tight due to competition and input costs; gradual QoQ contribution is expected.

FY26 EPS stood at Rs 3.8, a significant increase from Rs 1.5 in FY25. Management's outlook is positive, aiming for enhanced revenue and margins through volume growth, efficient cost pass-through, new client acquisitions, and capacity expansion.