Himadri Speciality Chemical Ltd — earnings calls

Himadri Speciality Chemical reported consolidated revenue of INR1,432 Crores for Q1FY27, up 28% year-on-year, with EBITDA of INR313 Crores at a 22% margin and profit after tax of INR228 Crores at a 16% margin. Management announced two new initiatives during the quarter, an indigenous carbon nanotube manufacturing facility and entry into super speciality carbon black, alongside updates on progress in anode materials, LFP cathode development, Birla Tyres turnaround and the coal tar pitch business. Management also discussed capital expenditure plans across new energy materials, speciality carbon black, and Birla Tyres over the coming years.

Himadri Speciality Chemical reported its highest-ever consolidated EBITDA and PAT for both Q4 and full year FY26, with consolidated revenue of Rs 4,661 crores, EBITDA of Rs 1,006 crores and PAT of Rs 755 crores for FY26. Management described commissioning its first lithium-ion anode material facility at Mahistikry and progress on a phased lithium-ion phosphate cathode active material project, alongside the revival of Birla Tyres, which contributed Rs 187 crores in FY26 revenue. Management also detailed capacity expansions in speciality carbon black and coal-tar pitch distillation completed during the year.