CHEMBONDCH / guidance tracker

Keep management guidance in view.

Chembond Chemicals · forward-looking guidance across the available source record.

Research layer active

Guidance tracker

What management said would happen.

Revenue growth to continue with all four quarters above 100 crores possible

Management expects Q1 FY27 to be slower than Q4 but each quarter to improve YoY, with potential to cross 100 crores quarterly.

revenue

Volume growth guidance: water chemicals ~10%, construction chemicals 15-20% in Q1 FY27

Management provided volume growth expectations for the first quarter of FY27, driven by new customer contracts.

growth

Aspirational target of 1,000 crores revenue in 4 years

Management reiterated the long-term goal to triple revenue, driven by geographical expansion, construction chemicals scaling, and cleaning & hygiene turnaround.

revenue

Margin pressure expected to ease over 1-2 quarters via price pass-through

Management expects to pass on higher raw material costs through contract renewals and temporary price increases, with margins recovering after a couple of quarters.

margins