Himadri Speciality Chemical

Himadri delivered a record Q4 FY26 with consolidated revenue of ₹1,288 croreCurrent reported value: ₹1,288 crore. No comparable prior figure is available in the source record. (+14Current reported value: 14. No comparable prior figure is available in the source record.% YoY), EBITDA of ₹280 croreCurrent reported value: ₹280 crore. No comparable prior figure is available in the source record. (+21% YoY), and PAT of ₹208 croreCurrent reported value: ₹208 crore. No comparable prior figure is available in the source record. (+34Current reported value: 34. No comparable prior figure is available in the source record.% YoY), driven by strong execution in specialty carbon black and coal tar pitch. The company commissioned a 70,000 MTPA specialty carbon black facility, debottlenecked coal tar distillation to 600,000 MTPACurrent 600,000 MTPA. Reported change: +20% YoY., and commenced anode material production (200 MTPA) in April 2026. Management guided for PAT doubling to ₹1,100+ croreCurrent reported value: ₹1,100+ crore. No comparable prior figure is available in the source record. by FY28 and expects both top-line and bottom-line growth in FY27. The LFP cathode project (40,000 MTPA) is on track with first 2,000 MTPA by Q3 FY27. Bila Tires contributed ₹187 croreCurrent ₹187 crore. Reported change: N/A (first full year). revenue and targets ₹3,000 crore in four years. Key risk: forex volatility from unhedged positions could impact near-term profitability.