DMCC Speciality Chemicals Ltd — earnings calls

DMCC Speciality Chemicals reported quarterly revenue of INR 177 crores in Q4 FY26, up from INR 150 crores in the prior quarter, driven largely by pass-through of higher raw material prices for sulfur and boron. Full year FY26 revenue reached INR 582 crores, described by management as one of the highest top lines in the company's history, though absolute margins were maintained rather than expanded amid a volatile sulfur and boron supply environment linked to the Middle East crisis and a Turkish boron ore supply disruption in the first half of the year. Management discussed operational impacts at its Roha plant, rising working capital requirements, and ongoing efforts to develop new markets in Latin America, Japan, China and Korea to offset weaker European demand.