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Raw material cost inflation impacting margins
View Risks →Chembond Chemicals Limited — Q4 FY26
Chembond Chemicals reported a strong Q4 FY26 with consolidated revenue of 101.4 crores, the highest in nine quarters, and full-year revenue of 326.15 crores (+12% YoY).
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Chembond Chemicals reported a strong Q4 FY26 with consolidated revenue of 101.4 crores, the highest in nine quarters, and full-year revenue of 326.15 crores (+12% YoY). Growth was volume-driven, led by the water technologies segment (87% of revenue) which saw 34% H2 growth and a record monthly revenue of 32 crores in March. EBITDA for the year stood at 46.3 crores (14% margin), with PAT at 34 crores. Management highlighted a strong order book entering FY27 but flagged near-term margin pressure from rising raw material costs (zinc, molybdenum), estimating a ~3% margin impact. They expect to pass on costs over 1-2 quarters via contract renewals. The aspirational target of 1,000 crores in 4 years remains, driven by geographical expansion and scaling construction chemicals and cleaning & hygiene. Key risk: prolonged cost inflation could compress margins if price pass-through is delayed, especially in public sector contracts (30% of water business).
केमबॉन्ड केमिकल्स ने वित्त वर्ष 2026 की चौथी तिमाही में शानदार प्रदर्शन किया। कंपनी की कुल आय 101.4 करोड़ रुपये रही, जो पिछले नौ तिमाहियों में सबसे ज्यादा है। पूरे साल की आय 326.15 करोड़ रुपये रही, जो पिछले साल से 12% अधिक है। यह वृद्धि ज्यादा बिक्री की वजह से हुई, खासकर पानी से जुड़े कारोबार में। इस कारोबार ने साल की दूसरी छमाही में 34% की बढ़ोतरी दर्ज की और मार्च में 32 करोड़ रुपये की रिकॉर्ड मासिक आय हासिल की। कंपनी का मुनाफा 34 करोड़ रुपये रहा। प्रबंधन ने कहा कि आने वाले समय में कच्चे माल (जैसे जिंक और मॉलिब्डेनम) की बढ़ती कीमतों से मुनाफे पर दबाव पड़ सकता है, लेकिन वे 1-2 तिमाहियों में अनुबंधों के जरिए यह लागत ग्राहकों पर डाल देंगे। कंपनी का लक्ष्य अगले 4 सालों में 1,000 करोड़ रुपये की आय तक पहुंचना है।
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Read Transcript →Quarter Snapshot
Water BU H2 Revenue
162 crores
+34% vs H1
Water technologies segment revenue in second half of FY26, driven by new customer acquisition and volume growth.
Water BU Volume Growth (H2 vs H1)
4,813 metric tons
+50% vs H1
Volume increased from 3,205 to 4,813 metric tons, indicating strong operational momentum.
Construction Chemicals PBT Margin
~20%
N/A
Management highlighted that construction chemicals operates at ~20% PBT margin, above industry peers, albeit on a small base.
Public Sector Share in Water Business
28-30%
N/A
Public sector customers (power plants, refineries) are resistant to price hikes, creating margin risk during cost inflation.
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Guidance and risk preview
Management expects Q1 FY27 to be slower than Q4 but each quarter to improve YoY, with potential to cross 100 crores quarterly.
Key inputs (zinc, molybdenum) have risen sharply, causing ~3% margin impact.
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