PCBL Chemical Ltd
π Q4 FY26 Investor Update Highlights
β‘οΈ Quick Scoop
β’ Carbon Black sales volume hit 6,18,956 MT, up 4% YoY.
β’ FY26 consolidated revenue: Rs. 8,190 Cr; EBITDA: Rs. 1,081 Cr.
β’ New super-conductive capacity ready; specialty black line commissioning soon.
β’ Net borrowings reduced by Rs.454 Cr in FY26.
π§ π‘DeepDive
π Overview of Performance:
- Carbon Black sales volume hit 6,18,956 MT in FY26 (+4% YoY), showing steady demand.
- Consolidated revenue: Rs. 8,190 Cr; EBITDA: Rs. 1,081 Cr, demonstrating strong business scale.
π Capacity Expansion:
- Super-conductive line (1,000 MTPA) at Palej, Gujarat is ready for commissioning.
- Specialty Black line (20,000 MTPA) to be commissioned soon.
- 90,000 MTPA brownfield expansion in Tamil Nadu completed, total capacity now 8,80,000 MTPA.
β‘ Power Generation:
- Generated 839 million units in FY26 (+14% YoY), with 511 million units sold externally.
- Installed generation capacity stands at 122 MW.
π Financial Highlights:
- Q4 FY26 revenue: Rs. 2,066 Cr; EBITDA: Rs. 248 Cr; PBT: Rs. 57 Cr (before exceptional items).
- Net borrowings reduced by Rs. 454 Cr during FY26, indicating improved financial health.
π Market & Sales:
- Domestic Carbon Black sales up 9% YoY, driven by growing exports and local demand.
- Specialty Black sales up 12% YoY, with significant shares in North America (50%), Europe (20%), India (17%), and Rest of World (13%).
π Summary:
This operational update outlines expansions, improved sales volumes, power generation growth, healthy financials, and debt reduction. This information can help investors understand company progress without implying a specific investment recommendation.