PCBL Chemical Limited — Investor Meet, 05-08-2026: Analysts/Institutional Investor Meet/Con. Call Updates

PCBL posted strong Q1 FY27 results: Revenue surged 17% to ₹2,474 Cr, EBITDA jumped 23% to ₹400 Cr, and PAT soared 65% to ₹155 Cr. Domestic volumes climbed 15%, and Specialty sales rose 23%. Management highlighted structural tailwinds from India’s enhanced trade deals and US tariff benefits, creating a durable opportunity. The new 20,000 MTPA specialty black line is live, and battery materials (Nanovace, conductive carbons) show promising progress. While Q2 volumes may see temporary moderation due to destocking, management is confident about H2 FY27 growth. Aquapharm shows turnaround signs under new leadership.