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Sustained crude price volatility
View Risks →PCBL Chemical Ltd — Q4 FY26
PCBL Chemical reported Q4 FY26 consolidated revenue of ₹266 crore and EBITDA of ₹248 crore, impacted by West Asia conflict-driven logistics and raw material cost spikes.
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PCBL Chemical reported Q4 FY26 consolidated revenue of ₹266 crore and EBITDA of ₹248 crore, impacted by West Asia conflict-driven logistics and raw material cost spikes. Carbon black sales volume grew 8% YoY to 161,865 MT, with domestic volume up 21% but exports down 10%. Specialty black volume rose 26% YoY. Management highlighted that cost pass-through will normalize by Q2 FY27, and a ₹200-250 crore cost savings program is on track. The company added 90,000 tons of carbon black capacity and reduced net debt by ₹454 crore. Guidance includes high single-digit volume growth and double-digit EBITDA growth for FY27. Key risk: sustained crude price volatility could delay margin recovery.
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Carbon Black Sales Volume
161,865 MT
+8% YoY
Consolidated sales volume for Q4 FY26, driven by domestic growth of 21%.
Domestic Sales Volume Growth
105,065 MT
+21% YoY
Domestic carbon black volume grew strongly, offsetting export decline.
Specialty Black Sales Volume
19,386 MT
+26% YoY
Specialty segment continues to gain traction in high-value applications.
Net Debt Reduction
₹4,536 Cr
-₹454 Cr YoY
Balance sheet strengthened despite ₹750 Cr capex spend in FY26.
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Guidance and risk preview
Management expects volume growth of 7-9% driven by new capacity and demand recovery.
Crude at $120/barrel could delay margin normalization and increase working capital needs.
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