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Revenue
₹101.38 Cr
verified against source
Revenue YoY
12%
reported change
EBITDA
₹46.3 Cr
latest reported figure
Source
screener in
record provenance
Actual signal trajectory
Where this quarter sits.
Quarter read
What the record says.
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).
Colored figures show movement against the previous available record.
Guidance to track
- Management expects Q1 FY27 to be slower than Q4 but each quarter to improve YoY, with potential to cross 100 crores quarterly.
- Management provided volume growth expectations for the first quarter of FY27, driven by new customer contracts.
- Management reiterated the long-term goal to triple revenue, driven by geographical expansion, construction chemicals scaling, and cleaning & hygiene turnaround.
- Management expects to pass on higher raw material costs through contract renewals and temporary price increases, with margins recovering after a couple of quarters.
Risks flagged
- Key inputs (zinc, molybdenum) have risen sharply, causing ~3% margin impact. Management expects 1-2 quarters to pass through costs, but prolonged inflation could compress margins.
- 30% of water business is public sector, which has not accepted force majeure or price increases, creating margin risk if costs remain elevated.
- International companies (Ecolab, Nalco, Solenis) and domestic peers (Vasu Chemicals) operate in the same space, potentially limiting pricing power.
- Management noted that the trade war has caused supply disruptions and cost volatility, and the situation remains unpredictable.
Key quotes
- We hit our highest revenue ever in single month in March of about 30-32 crores.
- In the immediate month we saw about a 3% impact on our margins due to these haywire costs.
- We are not in any rush to get into any rash decisions. We'll keep doing things slowly but steadily.
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