ABS capacity expansion on track for H2 FY27
Additional ABS volumes and capacities will come online in Q3-Q4 FY27 (second half of fiscal year), in line with previously announced timelines. No cost escalation anticipated for the upcoming capex.
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Styrenix Performance Materials · forward-looking guidance across the available source record.
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What management said would happen.
expansion
Thailand break-even at 60-70% capacity utilization
Thailand operations will start generating returns once capacity utilization reaches 60-70%, requiring approximately 14,000-16,000 tonnes per quarter. Currently running below this threshold.
Strategic goal: double ABS/SAN output over 2-3 years
Management reiterated commitment to at least doubling ABS and SAN production capacity in India within the next 2-3 years, aligned with the company's vision of becoming a preferred global supplier.
New normal pricing 15-20% above pre-conflict levels
Management suggested that even if Middle East supply disruptions normalize, petrochemical prices (including ABS) may settle 15-20% higher than pre-conflict levels due to structural cost changes and geopolitical realignment.