Clean Science and Technology Ltd — earnings calls

Clean Science reported its highest ever consolidated quarterly sales at approximately Rs 264 crores, with standalone revenue up 5% sequentially to Rs 203 crores on improved realizations. Management attributed the year-on-year revenue moderation to supply-side disruptions including raw material shortages and shipping vessel unavailability. The company also announced two new business developments during the quarter: a strategic collaboration with Swiss partner Geneus Chem for advanced HALS chemistry and a five-year supply agreement with Kemin.

Clean Science and Technology reported standalone Q4 FY26 revenue of Rs 193 crore, up 8% sequentially on higher customer offtake, with EBITDA and PAT margins of 46% and 40% respectively, while full-year FY26 standalone revenue declined 12% year-on-year to about Rs 796 crore due to loss of a key FMCG account and pricing pressure. Consolidated Q4 revenue rose 14% to about Rs 246 crore, driven by scale-up in the HALS business, which posted its highest-ever quarterly revenue with exports rising to around 50% of select products from a largely India-focused base earlier. Management also discussed the Clean Fino-Chem subsidiary's first positive EBITDA quarter of Rs 7 crore, ongoing capex on Performance Chemical 2 targeted for commercialization by September 2026, and a final dividend of Rs 4 per share.