Chembond Chemicals Limited · NSE:CHEMBONDCH
Chembond Chemicals — Q2 FY2026 Earnings Presentation
33 slides from Chembond Chemicals's earnings presentation, Nov 21, 2025
Slide 1: Submission of Investor Presentation to Stock Exchanges
November 21, 2025 SE/CS/2025-26/23 Listing Department Listing Department BSE Limited National Stock Exchange of India Limited Phiroze Jeejeebhoy Towers Exchange Plaza, Plot no. C/1, G Block Dalal Street, Fort, Mumbai – 400 001 Bandra-Kurla Complex, Bandra (W), Mumbai – 400 051 Scrip Code-544450 Scri
Slide 2: Quarter and Half Year Performance Update 2025-26
Quarter and Half Year Performance Update 2025-26 © 2025 Chembond Chemicals Limited, India
Slide 3: Safe Harbour Statement
Safe Harbour Statement This presentation may contain certain forward-looking statements including the words or phrases such as ‘expects, anticipates, intends, will, would, undertakes, aims, estimates, contemplates, seeks, objective, goal, projects, should’ and similar expressions or variations of th
Slide 4: Snapshot
Snapshot 50 950 ₹ 290 3 years crores Established in 1975 Committed Personnel Consolidated Revenue Manufacturing Locations Listed on the NSE and the BSE R&D Center and Head Office in Navi Mumbai, MH Sales and customer service footprint across India Diversified specialty performance chemicals portfoli
Slide 5: Board of Directors
Board of Directors Prof. Aniruddha B. Pandit Mrs. Anuradha S. Paraskar Mr. Mahendra K. Ghelani Non-Executive, Non-Executive, Non-Executive, Independent Director Independent Director Independent Director Mr. Nirmal V. Shah Mr. Sameer V. Shah Mr. Sushil U. Lakhani Chairman Director Non-Executive, Inde
Slide 6: Our Core Values
Our Core Values Customer First We aim to prioritize customers by delivering value and delight for the money they invest. Supplier Of Choice Grow As We Go Our objective is to become the "Supplier of We remain committed to learning and Choice" for our customers. incorporating improvements on an ongoin
Slide 7: Our Businesses
Water Technologies Construction Chemicals Our Businesses Cleaning & Hygiene Distribution © 2025 Chembond Chemicals Limited, India
Slide 8: Water Technologies
Water Technologies © 2025 Chembond Chemicals Limited, India
Slide 9: What We Do
What We Do Chemical Solutions Our well-designed products Wastewater effectively address issues and Remediation extend equipment life, maintain Low cost and sustainable productivity, and conserve solutions resources Equipment Solutions Services Our solutions aid in the removal Dedicated Technical Ser
Slide 10: Chemical Programs
Chemical Programs Cooling Water Boiler Water Raw Water Effluent Treatment Treatment Treatment Clarification Reverse Osmosis Drinking Water Foam Control AHU Fin Cleaning Membrane Treatment Disinfection © 2025 Chembond Chemicals Limited, India
Slide 11: Industries Served
Water Technologies Industries Served Commercial Cement Petrochemical Fertilizer Pulp & Paper & Institutional Textiles & Specialty Refining Steel Dyeing Chemicals Food, Power Pharma Beverage & Dairy © 2025 Chembond Chemicals Limited, India
Slide 12: Water BU Revenue
Water BU Revenue Strong order book for specialty chemicals Rs. crores + 2.65% 120.0 120.0 Robust enquiry pipeline Stability seen in the supply chain Equipment and systems deliveries on schedule 116.9 116.9 H1-FY26 H1-FY25 © 2025 Chembond Chemicals Limited, India
Slide 13: Construction Chemicals
Construction Chemicals © 2025 Chembond Chemicals Limited, India
Slide 14: Chemicals for the Construction Industry
Chemicals for the Construction Industry Infrastructure, Industrial, Institutional and Commercial Admixtures for Concrete modification Sealants based on Polysulphide, PU and Acrylics Waterproofing solutions for under-construction and built-up structures Repair mortars for concrete roads, structures a
Slide 15: Customer Segments
Construction Chemicals Customer Segments Roads Industrial Applicators Consultants Metro Rail Ports and Airports Bridges Contractors Jetties Builders Distributors Dams © 2025 Chembond Chemicals Limited, India
Slide 16: Construction Chemicals BU Revenue
Construction Chemicals BU Revenue Steady revenue growth with tight credit policy Rs. crores Customer base increases seen on a Y-o-Y basis 28.8 Maintained industry best AR levels 24.0 21.4 Approvals from key agencies 17.8 11.2 H1 FY26 FY25 FY24 FY23 FY22 © 2025 Chembond Chemicals Limited, India
Slide 17: Cleaning & Hygiene
Cleaning & Hygiene © 2025 Chembond Chemicals Limited, India
Slide 18: Cleaning & Hygiene Solutions
Cleaning & Hygiene Solutions A JV between Chembond and Calvatis GmbH, Germany Cleaning and hygiene products and systems for: ✓ Industrial applications in beverage, food processing, dairy & brewing industries ✓ Institutional applications in kitchens, laundry, and housekeeping departments © 2025 Chemb
Slide 19: Customer Segments
Cleaning & Hygiene Customer Segments Kitchens Laundry Housekeeping Food Dairy Beverage Processing © 2025 Chembond Chemicals Limited, India
Slide 20: Chemical Distribution
Chemical Distribution © 2025 Chembond Chemicals Limited, India
Slide 21: Specialty Chemicals Distribution
Specialty Chemicals Distribution We import, stock and sell specialty chemicals Additives for Additives for Polyurethane Additives for water treatment construction primers, sealants paints and inks chemicals chemicals and coatings © 2025 Chembond Chemicals Limited, India
Slide 22: Financial Information
Financial Information © 2025 Chembond Chemicals Limited, India
Slide 23: Q2 Executive Commentary
Q2 Executive Commentary Q2 2025-26 Consolidated Revenue at ₹ 73.04 crores: 3% vs Q2 2024-25 Water Technologies 4% stronger order book Construction Chemicals 27% prolonged monsoon Distribution 41% change in product mix Cleaning & Hygiene 1% flat, prospect base is growing Q2 2025-26 Consolidated EBITD
Slide 24: Revenue Track
Revenue Track Rs. crores 78.0 74.9 75.0 73.04 65.4 64.4 65.0 Q2 25-26 Q1 25-26 Q4 24-25 Q3 24-25 Q2 24-25 Q1 24-25 Q4 23-24 © 2025 Chembond Chemicals Limited, India
Slide 25: Profitability Track
Profitability Track Rs. crores 14.6 EBITDA 14.2 13.4 PBT 11.6 11.1 11.1 9.6 9.8 9.7 9.1 9.2 9.4 8.5 8.1 Q2 25-26 Q1 25-26 Q4 24-25 Q3 24-25 Q2 24-25 Q1 24-25 Q4 23-24 © 2025 Chembond Chemicals Limited, India
Slide 26: Key Financial Data - Q2 FY26
Key Financial Data - Q2 FY26 Rs. crores Income Statement Q2 FY26 Q1 FY26 Change Operating Income 73.00 65.40 11.70 % Expenses 62.40 57.00 9.50 % Operating EBITDA 10.70 8.40 26.30 % Operating EBITDA Margins (%) 14.60 % 12.90 % 169 bps Depreciation 1.30 1.20 10.20 % Finance cost 0.20 0.20 -0.10 % Othe
Slide 27: H1 Executive Commentary
H1 Executive Commentary H1 2025-26 Consolidated Revenue at ₹ 138.40 crores: 1% vs H1 2024-25 Water Technologies 5% on budget Construction Chemicals 6% strong Q1, pick-up expected post monsoon Distribution 30% structural changes, expected effect by Q4 Cleaning & Hygiene 3% prospect base is growing H1
Slide 28: H1 Revenue Share by BU
H1 Revenue Share by BU Distribution Cleaning & Distribution Cleaning & Construction 6% Hygiene 1% Water 8% Hygiene 1% Water Construction Chemicals Technologies Technologies Chemicals 7% 87% 84% 8% H1 2025 H1 2024 © 2025 Chembond Chemicals Limited, India
Slide 29: H1 Cost and Expenses
H1 Cost and Expenses Other Other Expenses, Expenses, 23% 23% COGS, 56% COGS, 54% Employee Costs, 21% Employee Costs, 23% H1 2025 H1 2024 © 2025 Chembond Chemicals Limited, India
Slide 30: H1 FY26 Key Financial Highlights
H1 FY26 Key Financial Highlights Rs. crores Income Statement H1 FY26 H1 FY25 Change Operating Income 138.40 139.40 -0.70 % Expenses 119.30 124.10 -3.90 % Operating EBITDA 19.10 15.30 25.30 % Operating EBITDA Margins (%) 13.80 % 10.90 % 286 bps Depreciation 2.50 1.50 63.60 % Finance cost 0.30 0.30 -5
Slide 31: Financial Performance Snapshot
Financial Performance Snapshot Revenue Operating EBITDA Profit After Tax Rs. crores Rs. crores Margin % Rs. crores Margin % 42.0 41.9 30.9 30.0 292.3 283.2 19.1 138.4 13.5 14.8% 14.4% 13.8% 10.6% 10.6% 9.7% FY 2024 FY 2025 H1 FY 2026 FY 2024 FY 2025 H1 FY 2026 FY 2024 FY 2025 H1 FY 2026 © 2025 Chemb
Slide 32: Conclusion
Conclusion Water BU – strong order book Construction Chemicals BU – prolonged monsoon, activity has picked-up post monsoon Material costs are generally stable, some volatility in metal compounds Post demerger compliances are on track, records being updated EBITDA improvement expected with increase i
Slide 33: Contact Details
T: +91 22 65753000 E: info@chembondindia.com U: chembondindia.com Chembond Chemicals Limited Chembond Centre, EL-37 Mahape MIDC Navi Mumbai 400710. INDIA