PCBL Chemical Ltd. share price target and research reports

Latest analyst research reports with target prices and PDF download for PCBL, BSE:506590 PCBL Chemical Ltd.

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PCBL Chemical Ltd.

30 Jul 2026

317.00

0.88%

Profitability jumped significantly, but partly on non-recurring factors

Sell: PCBL Chemical Ltd.

Target

ICICI Securities Limited

PCBL’s strong Q1FY27 print was aided by non-recurring inventory gains of INR 0.7bn. Despite a likely hiccup expected in Q2, it retained its EBITDA/kg growth guidance of 14-15% for FY27 as it continues to focus on margins over volumes.

PCBL Chemical Ltd. has an average target of 329.75 from 4 brokers.

PCBL Chemical Ltd.

30 Jul 2026

317.00

0.88%

PCBL Ltd

Hold: PCBL Chemical Ltd.

Target

ICICI Direct

Present in speciality chemical domain though Aquapharm Chemicals Q 1F Y2 7 Result : PCBL reported robust results led by inventory gains given sharp up-move in brent crude prices during the quarter (US$ 97 in Q1FY27 vs. US$ 78 in Q4FY26). On the consolidated basis, net sales for Q1FY27 came in at 2,473 crore with carbon black sales volumes at 153.5 kt (flat YoY). EBITDA for the quarter came in at 396 crore with margins at 16%. PAT for Q1'27 stood at 155 crore vs. 94 crore in Q1'26. Reported EBITDA/tonne in carbon black space for the quarter stood...

Number of FII/FPI investors increased from 150 to 157 in Jun 2026 qtr.

PCBL Chemical Ltd.

30 Jul 2026

317.00

0.88%

PCBL Chemical: Q1FY27 Result Review

Hold: PCBL Chemical Ltd.

Target

IDBI Capital

PCBL's Q1FY27 performance was above our expectations. Carbon black sales increased by 20% YoY, driven by 20% YoY increase in NSR owing to rise in Brent prices and effective monetization of spot book, while volumes remained flat YoY. Domestic volumes increased by 15% YoY, driven by higher local consumption due to rising tire exports, while export volumes declined by 15% YoY as volumes were deliberately redirected to domestic market amid elevated ocean freight costs. Consolidated EBITDA margin...

PCBL Chemical Ltd. has an average target of 329.75 from 4 brokers.

PCBL Chemical Ltd.

04 May 2026

317.00

0.88%

PCBL Chemical: Q4FY26 Result Review

Hold: PCBL Chemical Ltd.

Target

IDBI Capital

PCBL's Q4FY26 performance was below our expectations. Carbon black sales remained flat YoY, as a decline in NSR (-7% YoY) was offset by an increase in volumes (+8% YoY), amid geopolitical and logistical uncertainty. Domestic volumes increased by 21% YoY, driven by higher local consumption due to rising tire exports, while export volumes declined by 10% YoY due to increased logistics costs and tighter container availability. Consolidated EBITDA margin contracted by 249bps YoY to 11.8%, reflecting margin compression across segments, driven by a sharp rise in input costs, increased employee costs (+4%...

PCBL Chemical Ltd. is trading above its 200 day SMA of 298.7

PCBL Chemical Ltd.

03 May 2026

317.00

0.88%

PCBL Ltd

Hold: PCBL Chemical Ltd.

Target

ICICI Direct

Present in speciality chemical domain though Aquapharm Chemicals Q4FY26 Result: PCBL reported stable results. On the consolidated basis, at PCBL, net sales for the quarter came in at 2,066 crore with carbon black sales volumes at 162 kt (up 8% YoY). EBITDA for the quarter came in at 243 crore with margins at 11.8%. PAT for Q4'26 stood at 40 crore vs. 100 crore in Q4'25. EBITDA/tonne...

PCBL Chemical Ltd. has an average target of 329.75 from 4 brokers.

PCBL Chemical Ltd.

02 May 2026

317.00

0.88%

US tariff reductions and West Asia crisis-led restocking drive carbon black volumes

Sell: PCBL Chemical Ltd.

Recommendation Target

ICICI Securities Limited

PCBL’s Q4FY26 print was good with a rise in domestic carbon black volumes and stabilised gross profit/kg. It remains hopeful of high single-digit volume growth and double-digit EBITDA growth for carbon black in FY27, aided by US tariff reductions, higher power realisation and cost reductions.

PCBL Chemical Ltd. is trading above its 200 day SMA of 298.7

PCBL Chemical Ltd.

04 Feb 2026

317.00

0.88%

PCBL Ltd

Hold: PCBL Chemical Ltd.

Target

ICICI Direct

Recently acquired speciality chemical company i.e. Aquapharm Chemicals Q3FY26 Result: PCBL reported subdued results in Q3FY26. On the consolidated basis, at PCBL, net sales for the quarter came in at 1,846 crore with carbon black sales volumes at 141 kt (down 2% YoY). EBITDA for the quarter came in at 215 crore with margins at 11.6%. PAT for Q3'26 stood at 2 crore vs. 93 crore in Q3'25, incl. exceptional charge of 21 crore on account of labour code change charges....

PCBL Chemical Ltd. has an average target of 329.75 from 4 brokers.

PCBL Chemical Ltd.

04 Feb 2026

317.00

0.88%

PCBL Chemical: Q3FY26 Result Review

Hold: PCBL Chemical Ltd.

Target

IDBI Capital

PCBL's Q3FY26 profitability was below our expectations. Carbon black sales declined 11% YoY, primarily due to a 9% YoY drop in realizations and 2% YoY drop in volumes, driven by weak demand amid global uncertainty. Domestic volumes increased by 6% YoY, while export volumes declined by 13% YoY. The Consolidated EBITDA margin contracted 416bps YoY to 11.6%, reflecting margin compression in both the carbon black and Aquapharm segments, owing to negative operational leverage and a one-time provision for labour code amounting Rs210mn. EBITDA/t for carbon black segment fell 31% YoY to...

PCBL Chemical Ltd. is trading below its 30 day SMA of 322.3

PCBL Chemical Ltd.

03 Feb 2026

317.00

0.88%

PCBL Chemical (PCBL IN) Q3FY26 Result Update Muted realization drags EBITDA/t Downgrade to HOLD'

Hold: PCBL Chemical Ltd.

Target

Prabhudas Lilladhar

Taking into consideration the impact of cheaper imports and a weak demand environment, we downgrade PCBL to HOLD' rating with TP of Rs302, valuing the stock at 18x Dec'27 EPS. PCBL reported consolidated revenue of Rs18.5bn in Q3FY26, down 15% QoQ and 8% YoY, driven by a 13% QoQ and 2% YoY decline in carbon black volumes and a sharp fall in realization to Rs104. Lower operating leverage led to a decline in EBITDA/t to Rs13,855 from Rs19,868 in Q3FY25. Realization is expected to remain under pressure in the near term due...

Number of FII/FPI investors increased from 150 to 157 in Jun 2026 qtr.

PCBL Chemical Ltd.

20 Oct 2025

317.00

0.88%

PCBL Ltd

Hold: PCBL Chemical Ltd.

Recommendation Target

ICICI Direct

Recently acquired speciality chemical company i.e. Aquapharm Chemicals Q2FY26 Result: On the consolidated basis, at PCBL, net sales for Q2'26 came in at 2,164 crore with carbon black sales volumes at 162 kt (up 9% YoY & 5% QoQ) and realisation at 99/kg (vs. 108/kg in Q1FY26). EBITDA for the quarter came in at 266 crore with margins at 12.3% (down 280 bps QoQ). PAT for Q2FY26 stood at 62 crore, down 50% YoY. EBITDA/tonne in carbon black space for Q2'26 stood at ~ 14,250/tonne vs. ~17,800 clocked Q1FY26. Global uncertainty to weigh on near term performance: For Q2'26;...

PCBL Chemical Ltd. is trading below its 30 day SMA of 322.3

Is Phillips Carbon Black Ltd. worth buying?

928 Votes:

Buy 82.76%

Sell 8.62%

Hold 8.62%

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