Himadri Speciality Chemical Limited — PPTs, 15-07-2026: Investor Presentation

Himadri Chemical delivered a robust Q1FY27. Revenue jumped 28% YoY to 1,432 Cr, EBITDA surged 33% to 313 Cr, and PAT rose 27% to 228 Cr. This impressive financial growth comes as the company strategically shifts to higher-value products, even with a slight dip in sales volume.

The company is evolving from a traditional coal tar business to a global leader in advanced materials for the energy transition. Strategic focus areas include scaling New Energy Materials and high-margin speciality solutions.

Recent milestones include commissioning India's first Carbon Nano Tube (CNT) plant (200 MTPA by Q4FY27) and a 200 MTPA Anode Material facility. Himadri is also investing in Super Speciality Carbon Black (6,000 MTPA by Q4FY28) and aims for a 2,000 MTPA LFP Cathode Material demo plant by Q3FY27, alongside expansion in speciality chemicals. These self-funded projects underline the plan to build the materials backbone for the future energy economy.