|
31 May 2025 |
PCBL
|
Consensus Share Price Target
|
398.60 |
476.33 |
- |
19.50 |
buy
|
|
|
|
|
30 Apr 2025
|
PCBL
|
ICICI Direct
|
398.60
|
515.00
|
359.65
(10.83%)
|
29.20 |
Buy
|
|
|
|
|
30 Apr 2025
|
PCBL
|
IDBI Capital
|
398.60
|
415.00
|
359.65
(10.83%)
|
4.11 |
Hold
|
|
|
|
|
15 Jan 2025
|
PCBL
|
Minerva Capital Research Solutions
|
398.60
|
462.00
|
361.05
(10.40%)
|
15.91 |
Buy
|
|
|
Company has total installed capacity of 678,000 MTPA of Rubber Black and 92,000 MTPA of Specialty Black which is set to cross total 1,000,000 MTPA by FY27 (increase of ~30%) spread across 5 locations in India. Blended margins (EBITDA / MT) has been increasing Y-o-Y on account of increase in exports as well as product mix (performance and specialty chemicals).
|
|
13 Jan 2025
|
PCBL
|
IDBI Capital
|
398.60
|
409.00
|
351.85
(13.29%)
|
Target met |
Hold
|
|
|
|
|
05 Nov 2024
|
PCBL
|
ICICI Direct
|
398.60
|
600.00
|
423.50
(-5.88%)
|
50.53 |
Buy
|
|
|
|
|
31 Oct 2024
|
PCBL
|
IDBI Capital
|
398.60
|
453.00
|
417.90
(-4.62%)
|
Target met |
Hold
|
|
|
|
|
28 Aug 2024
|
PCBL
|
ICICI Direct
|
398.60
|
600.00
|
489.10
(-18.50%)
|
50.53 |
Buy
|
|
|
|
|
13 Aug 2024
|
PCBL
|
ICICI Direct
|
398.60
|
500.00
|
374.95
(6.31%)
|
Target met |
Buy
|
|
|
|
|
13 Aug 2024
|
PCBL
|
ICICI Securities Limited
|
398.60
|
375.00
|
374.95
(6.31%)
|
Target met |
Hold
|
|
|
PCBL’s Q1FY25 volume growth accelerated with new capacity addition alongside spreads remaining favourable. The company expects volumes to grow at a CAGR of 11–12% p.a. over the next five years.
|
|
24 Jun 2024
|
PCBL
|
ICICI Direct
|
398.60
|
340.00
|
274.26
(45.34%)
|
Target met |
Buy
|
|
|
|
|
24 May 2024
|
PCBL
|
IDBI Capital
|
398.60
|
299.00
|
251.70
(58.36%)
|
Target met |
Buy
|
|
|
|
|
15 Mar 2024
|
PCBL
|
ICICI Direct
|
398.60
|
330.00
|
245.00
(62.69%)
|
Target met |
Buy
|
|
|
|
|
26 Feb 2024
|
PCBL
|
IDBI Capital
|
398.60
|
343.00
|
304.60
(30.86%)
|
Target met |
Hold
|
|
|
|
|
15 Feb 2024
|
PCBL
|
Ventura
|
398.60
|
425.00
|
306.60
(30.01%)
|
Target met |
Buy
|
|
|
Business diversification & industry tailwinds to propel growth
|
|
18 Oct 2023
|
PCBL
|
ICICI Securities Limited
|
398.60
|
235.00
|
198.15
(101.16%)
|
Target met |
Buy
|
|
|
PCBL’s volume growth has accelerated with new capacity addition and higher contribution from specialty grade. Despite spot volumes sales from its Chennai facility, PCBL was able to maintain gross profit/kg. Going forward, it expects spreads to improve by INR 1/kg.
|
|
31 Aug 2023
|
PCBL
|
SBI Securities
|
398.60
|
197.00
|
174.35
(128.62%)
|
Target met |
Buy
|
|
|
|
|
13 Jul 2023
|
PCBL
|
ICICI Securities Limited
|
398.60
|
200.00
|
163.15
(144.32%)
|
Target met |
Buy
|
|
|
PCBL witnessed healthy Q1FY24 volume growth of 12.5% YoY in carbon black driven by 22.6% rise in export volumes, which indicates that the strong overseas market opportunity is playing out.
|
|
13 Jul 2023
|
PCBL
|
IDBI Capital
|
398.60
|
215.00
|
154.50
(157.99%)
|
Target met |
Buy
|
|
|
|
|
13 Jun 2023
|
PCBL
|
ICICI Direct
|
398.60
|
200.00
|
146.10
(172.83%)
|
Target met |
Buy
|
|
|
|
|
18 May 2023
|
PCBL
|
SBI Securities
|
398.60
|
152.00
|
130.70
(204.97%)
|
Target met |
Buy
|
|
|
|