Q3-FY26 · Satwik Jan
The transition of our portfolio towards specialty-led growth is steadily improving our business stability.
DCW / language trends
Read confidence between the lines.
DCW · tone and specificity signals across the available quarters.
Research layer active
Language signals
What changed in management language.
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Q3-FY26 · Satwik Jan
We are not only preparing for cyclical recovery, we are preparing for the next phase of growth.
Q3-FY26 · Pralipto Mukharji
The quarter IATA is 50 crores and all of it has come from speciality.
Q4-FY26 · Satik Jane
Our EBITDA grew by approximately 11% year-on-year and our PAT grew by more than 60%.
Q4-FY26 · Satik Jane
The improvement in profitability was not driven by price tailwinds but by higher volumes, better operating discipline, improved utilization and a stronger specialty contribution and leaner balance sheet.
Q4-FY26 · Pradeep Mukharji
We are definitely not seeing the benefits of the increased CPVC volumes commercialization because a large part of it is eaten up by the price erosions which we did not anticipate when we gave you a 400 cr of guidance.