Privi Speciality Chemicals Limited · NSE:PRIVISCL
Privi Speciality Chemicals — Q3 FY26 Earnings Presentation
33 slides from Privi Speciality Chemicals's earnings presentation, Feb 10, 2026
Slide 1: Cover letter to BSE and NSE
4. February t0,2026 The Manager (CRD) The Manager - Listing Department The BSE limited National Stock Exchange of lndia Ltd Phiroze Jeejeebhoy Towers, Exchange Plaza, Plot no.C/L, G Block, Dalal Street, Fort, Bandra-Kurla Complex, Bandra (East) Mumbai- 400001 Mumbai - 400 05L Scrip Code: 530117 Symb
Slide 2: Investor Presentation – Q3 & 9M FY25-26
Privi Speciality Chemicals Limited Investor Presentation – Q3 & 9M FY25-26
Slide 3: Safe Harbor
Safe Harbor This presentation and the accompanying slides (the “Presentation”), which have been prepared by Privi Speciality Chemicals Limited (the “Company”), have been prepared solely for information purposes and do not constitute any offer, recommendation or invitation to purchase or subscribe fo
Slide 4: From the CMD's Desk
From the CMD’s Desk We are pleased to report that the Company has delivered a healthy performance in Q3 and for 9M of FY25-26, registering 24% revenue growth on a YoY basis. Despite challenging global environment impacted by tariff related uncertainties. This consistent performance is driven by dive
Slide 5: Q3 and 9M FY26 – Performance at a glance
Q3 and 9M FY26 – Performance at a glance Q3 FY26 Revenue EBITDA EBITDA Margin PAT Rs. 611.15 Crs 24% Rs. 157.85 Crs 37% 25.83% 251 Rs. 77.99 Crs 76% YoY YoY bps YoY 9M FY26 Rs. 1,857.23 Crs 24% Rs. 481.04 Crs 47% 25.90% 402 Rs. 233.84 Crs 94% YoY YoY bps YoY On a Consolidated Basis 4
Slide 6: Consolidated Profit & Loss Account
Consolidated Profit & Loss Account Particulars (Rs. Cr.) Q3FY26 Q3FY25 YoY 9MFY26 9MFY25 YoY Revenue from operations 604.64 490.87 1,842.17 1,487.64 Other income 6.51 2.19 15.06 5.83 Total income 611.15 493.06 24% 1,857.23 1,493.47 24% Raw Material 301.91 238.10 911.47 791.00 Power and fuel 44.03 38
Slide 7: Recognition to Privi - Top Value Creators – D&B
Recognition to Privi - Top Value Creators – D&B 6
Slide 8: Key Recognitions
Key Recognitions Export Excellence Sustainability Award, Trishul Award – Award – FICCI, 2026 IFEAT 2025, Sweden Outstanding export award 7
Slide 9: Key Business Highlights – operational, financials
Key Business Highlights – operational, financials The consolidated quarterly revenue increased by 24% year-over-year, reaching Rs. 611.15 crore. EBITDA grew by 37% to Rs. 157.85 crore, while PAT rose by 76% to Rs. 77.99 crore compared to the same period last year. For the nine months ended, consolid
Slide 10: Key Business Highlights 5k:1k and beyond
Key Business Highlights 5k:1k and beyond Capacity augmentation project for flagship products is nearing completion by 30th June 2026. Part of the project is already complete providing additional volumes for sales Expansion projects for furfural-based products, speciality molecules are progressing as
Slide 11: The Resurrection of PRIGIV
The Resurrection of PRIGIV PRIGIV Plant at Mahad, MH Prigiv (the joint venture with Givaudan) achieved positive EBITDA in Q3 FY26. Profits are anticipated to improve in subsequent quarters, resulting into positive Net Profit. To capitalise on growth opportunity and based on proven technology develop
Slide 12: Key Growth Levers
Key Growth Levers Existing Product Expansion Expanding the reach of current products China +1 Strategy to increase sales Diversifying supply chains with a focus on China and additional 1 markets 6 New Product Innovation 2 Introducing new products, in synergy with existing raw material Incentive Grow
Slide 13: CAPEX Plan
CAPEX Plan New Speciality Existing Products New Products Products New Products Addition New product Additions CAPEX Details Capacity Expansion of Existing Products Multi Speciality Products High End Speciality Products To support demand growth and improve To expand the portfolio (Musk), enter new To
Slide 14: New Product Development
New Product Development Segment Product Status Civil work half-way completed. Process Flavour Maltol and Ethyl Maltol finalized, Detail Engineering in progress Civil work half-way Ethylene Brassylate completed. Fragrance (Musk T) Process finalized, Detail Engineering in progress Speciality Process o
Slide 15: Marching towards Vision – 5k | 1k Milestone
Marching towards Vision – 5k | 1k Milestone* Capacity Expansion (in MT) New Capex Revenue Visibility 6,000 74,000 2,000 300 1,200 500 5,000 12,000 500 6,000 1,100 600 48,000 400 2,500 48,000 300 Existing Expansion New New Products Speciality Speciality Products PFS New Capacity Expansion New New Pro
Slide 16: Steady Growth in Annual Performance
Steady Growth in Annual Performance Total Income (Rs. In Cr) EBITDA (Rs. In Cr) EBITDA Margin (%) PAT (Rs. In Cr) 1.31% 5.37% 8.71% 12.59% Margin +14% 2,121.84 1,778.53 1,857.23 25.90% 1,629.24 +51% 474.16 481.04 22.35% 233.25 19.95% 184.75 354.82 +194.7% 12.73% 95.43 207.34 21.28 FY23 FY24 FY25 9MF
Slide 17: Consistent Performance over last 10 Quarters
Consistent Performance over last 10 Quarters Revenue Trend (Rs. In Cr) EBITDA Trend (Rs. In Cr) 182.14 678.82 628.37 611.15 157.85 567.80 147.42 537.27 141.10 491.93 466.67 493.06 462.34 409.43 114.66 115.00 96.32 95.61 98.58 97.07 Q2FY24 Q3FY24 Q4FY24 Q1FY25 Q2FY25 Q3FY25 Q4FY25 Q1FY26 Q2FY26 Q3FY2
Slide 18: We Touch Your Lives Everyday
We Touch Your Lives Everyday
Slide 19: Leading manufacturer, supplier & exporter of aroma chemicals
Leading manufacturer, Supplier & Exporter of Aroma Chemicals Preferred supplier to the World’s top Formidable Strength Present across diverse 3+ decades of experience 15 fragrance companies and World’s In Pine Chemistry categories of aroma in Aroma chemicals leading MNC & FMCG companies chemicals 75
Slide 20: Our Journey
Our Journey Scaling Up with Backward Integration Investment by PE, JV, Greenfield Expansion, Ramp-up 2014 Merger, Demerger Longer term contracts – Givaudan SA, P&G, Henkel Started commercial 2019 2025 production at Unit- VI Turnover crossed Rs. 2,000 Crores. Initial Setup & Gujarat Turnover Crossed
Slide 21: Privi's Sustainability Journey – From Bronze to Platinum
Privi’s Sustainability Journey – From Bronze to Platinum Top 1% globally in Environment, Labor, Ethics & Sustainable Procurement Recognized for Responsible chemical manufacturing Validated by International Clients and Supply Chains Highest possible certification provided by Ecovadis - World’s most t
Slide 22: Core Values – 5S
Core Values – 5S Key Recognitions Safety Embedded across manufacturing and R&D functions Sustainability Reflected in financial management and product development Sense of Applied to market Urgency opportunities and strategic joint ventures Key Certifications Super Transparency Evident in stakeholder
Slide 23: Sustaining Growth with Responsibility
Sustaining Growth with Responsibility Committed to the following United Nations Sustainability KPIs Sustainable Development Goals Topic Strategic Sustainability Target Scope 1 and 2 Reduction of 50.4 % by 2032 comparing base year of 2022 Climate 35 % reduction of Scope 3 GHG emissions by 2034 compar
Slide 24: State of the Art Manufacturing Facilities Backed by In-House R&D
State of the Art Manufacturing Facilities Backed by In-House R&D 6 Units 1 Unit 2 R&D centres Mahad, Maharashtra Jhagadia, Gujarat Nerul & Mahad, Maharashtra Key Products Key Products New Products Developed Products Under Development • Dihydromycernol • OTBCHA • Camphor • Furfural • Amber Fleur • PT
Slide 25: Backward Integration with CST – A Key Advantage
Backward Integration with CST – A Key Advantage Backward integration for captive α & β Pinenes via Crude Sulphate Turpentine (CST) route CST Advantage DHMOL THMOL Distillation Pine Gum GTO • By-product of paper industry offering high supply visibility Terpineol Terpineol Acetate Tapping • Economical
Slide 26: Privi's presence across the Value Chain
Privi’s presence across the Value Chain Raw Material Source Global Aroma Chemicals Market* Product Category Blenders FMCG Value % Volume % • Naphthalene Floral • Perfume • Cresol • Soft Floral • After Shave • Catechol Petrochemicals 34% 48% • Floral oriental • Fine Fragrances • Styrene • Isobutene O
Slide 27: Wide applications across F&F and FMCG with a diverse client base
Wide applications across F&F and FMCG with a diverse client base Wide Applications Diverse Client Base Fragrance Home Care Fine Fragrance Soaps Perfume Floor and Disinfectant Air Fresheners Cleaner Detergent Incense Sticks Hand Wash Personal Care Others Shampoos Antiseptic Liquids Conditioners Healt
Slide 28: Operational Excellence: Driving Efficiency, Quality & Sustainability
Operational Excellence : Driving Efficiency, Quality & Sustainability Safety & People-First Sustainability Asset & Capacity Process Efficiency R&D and Quality Culture Integration Optimization • Regular safety audits and • About 70% raw materials • Continuous process • 2 R&D centers (Mahad & • Capaci
Slide 29: Key Differentiation
Key Differentiation Scale of operation • A Successful Metamorphosis into a high quality, high growth leader in Aroma Chemicals industry • Global leadership position in the world market for products like- DHMOL, Amber fleur, Terpineol, Pine Oil. Comprehensive Portfolio • Present across aroma chemical
Slide 30: Proposed Scheme of Amalgamation
Proposed Scheme of Amalgamation Amalgamation of Privi Fine Sciences Private Limited and Privi Biotechnologies Limited with Privi Speciality Chemicals Limited Privi Fine Sciences Privi Biotechnologies Privi Speciality Private Limited (PFSPL) Private Limited (PBPL) Chemicals Limited (PSCL) • Incorpora
Slide 31: Evolving Lifestyles Leads to Perpetual Rising Demand
Evolving Lifestyles Leads to Perpetual Rising Demand Earlier Earlier Now Now • Surge in Niche fragrance requirements One Person One Person • Need for adaptive, stable, and sustainable aroma molecules One Product Multiple Products • Trend towards gender-neutral and mood-based scents • Shift from “Mas
Slide 32: Demand Outlook: Trends and Features
Demand Outlook : Trends and Features Privi is well positioned to meet the rising demand of aroma chemicals with strong competitive advantages Increasing Awareness and Growing End-use Segments to Drive Demand Growth Drivers – Emerging Trends Global Aroma Chemicals Market Size Growing Urbanization and
Slide 33: Thank You !
Thank You ! Company: Privi Speciality Chemicals Ltd. CIN – L15140MH1985PLC286828 Mr. Narayan S. Iyer – Chief Financial Officer Email – investors@privi.co.in www.privi.com Investor Relations Advisor : Strategic Growth Advisors Pvt. Ltd. CIN - U74140MH2010PTC204285 Mr. Shrikant Sangani / Ms. Shaily Pa
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