Himadri Speciality Chemical Limited — Investor Meet, 21-07-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Himadri reported robust Q1FY27 financials: consolidated revenue grew 28% YoY to INR 1,432 Cr, EBITDA increased 33% YoY to INR 313 Cr (22% margin), and PAT rose 27% YoY to INR 228 Cr (16% margin). The company is strategically pivoting towards high-value advanced materials, announcing indigenous Carbon Nanotube (CNT) and Super Speciality Carbon Black (SSCB) initiatives. Himadri is rapidly scaling its New Energy Materials business with anode production online and initial LFP cathode capacity commissioning by Q3FY27, backed by INR 2,000 Cr self-funded capex over two years. Management expresses strong confidence in future growth and profitability, leveraging in-house R&D and backward integration.