Conference Call with Himadri Speciality Chemical Management and Analysts on Q1FY27 Performance and Outlook. Listen to the full earnings transcript.
Specialty Chemicals company Himadri Speciality Chemical announced Q1FY27 results Consolidated Financial Highlights: Total Income: For Q1FY27, the company reported a Total Income of Rs 1,488.19 crore, representing a YoY increase of 29.98% from Rs 1,144.97 crore in Q1FY26 and a QoQ growth of 10.25% from Rs 1,349.85 crore in Q4FY26. Revenue from Operations: Revenue from operations in Q1FY27 stood at Rs 1,431.88 crore, marking a YoY growth of 28.04% compared to Rs 1,118.29 crore in Q1FY26 and an 11.19% increase from Rs 1,287.76 crore in Q4FY26. Net Profit: The Net Profit after tax for Q1FY27 was Rs 228.43 crore, showing a YoY growth of 27.36% from Rs 179.36 crore in Q1FY26 and a QoQ growth of 10.07% from Rs 207.53 crore in Q4FY26. Total Comprehensive Income: Total Comprehensive Income for the quarter was recorded at Rs 234.01 crore, reflecting a YoY growth of 29.22% from Rs 181.09 crore in Q1FY26 and an increase of 10.40% from Rs 211.98 crore in Q4FY26. Earnings Per Share (EPS): Basic and Diluted EPS for Q1FY27 stood at Rs 4.55, compared to Rs 3.68 (Basic) in Q1FY26 and Rs 3.98 in Q4FY26. Standalone Financial Highlights: Total Income: The standalone Total Income for Q1FY27 reached Rs 1,332.71 crore, a YoY increase of 18.15% from Rs 1,128.02 crore in Q1FY26 and a QoQ growth of 14.57% from Rs 1,163.22 crore in Q4FY26. Revenue from Operations: Standalone revenue from operations was Rs 1,274.26 crore in Q1FY27, showing a YoY increase of 15.80% from Rs 1,100.42 crore in Q1FY26 and a QoQ growth of 15.70% from Rs 1,101.31 crore in Q4FY26. Net Profit: Standalone Net Profit for Q1FY27 stood at Rs 223.42 crore, a YoY growth of 22.37% from Rs 182.57 crore in Q1FY26 and a QoQ increase of 20.31% from Rs 185.70 crore in Q4FY26. Total Comprehensive Income: Standalone Total Comprehensive Income for Q1FY27 was Rs 226.60 crore, representing a 23.04% YoY increase from Rs 184.13 crore in Q1FY26 and a 22.14% QoQ increase from Rs 185.52 crore in Q4FY26. Earnings Per Share (EPS): Standalone Basic and Diluted EPS for Q1FY27 was Rs 4.43, compared to Rs 3.70 in Q1FY26 and Rs 3.68 in Q4FY26. Business Highlights: Segment Performance: Carbon materials and chemicals: This segment contributed Rs 1,278.90 crore to revenue in Q1FY27, compared to Rs 1,112.85 crore in Q1FY26. Segment results (profit) were Rs 262.56 crore. Power: Revenue from the power segment was Rs 31.88 crore in Q1FY27, compared to Rs 25.54 crore in Q1FY26. Segment results (profit) stood at Rs 28.10 crore. Others: This segment reported a revenue of Rs 143.89 crore in Q1FY27. Segment results (profit) were Rs 1.15 crore. Capacity Expansion (Anthraquinone and Carbazole): The Board approved a capex of Rs 128 crore to expand capacity from 2,600 MTPA to 5,300 MTPA. This is in addition to an earlier approved capex of Rs 120 crore. The expansion will be implemented in two phases: Phase 1 (2,600 MTPA) by Q2FY27 and Phase 2 (2,700 MTPA) by Q2FY28. Carbon Nano Tubes (CNT) Facility: Approved capex of Rs 70 crore for setting up India’s first CNT manufacturing facility in West Bengal with an annual capacity of 200 MT, using in-house technology. It is expected to be commissioned by Q4FY27. Super Speciality Carbon Black (SSCB): Approved capex of Rs 170 crore for a 6,000 MTPA manufacturing facility at Mahistikry, expected to be commissioned by Q4FY28. This will strengthen leadership in niche applications like Engineering plastics and EV energy storage. Equity Allotment: The company allotted 19,000 equity shares of Re 1 each on 6 July 2026, pursuant to the exercise of options under the "Himadri Employee Stock Option Plan 2016." Result PDF