Pcbl Chemical Limited · NSE:PCBL
Pcbl Chemical — Q2 FY27 Earnings Presentation
18 slides from Pcbl Chemical's earnings presentation, Nov 2, 2026
Slide 1: Exchange intimation letter: Investor Update Q2 FY27
2nd November, 2026 The Manager, The General Manager, Listing Department, Department of Corporate Services, National Stock Exchange of India Ltd, BSE Limited, Exchange Plaza, 1st Floor, New Trading Ring, Plot No. – C – 1, G Block, Rotunda Building, Bandra – Kurla Complex, P.J. Towers, Bandra (East),
Slide 2: Global Specialty Chemical Player - Q2FY27 Investor Update
Global Specialty Chemical Player Q2FY27 Investor Update Carbon Black • Specialty & Solutions • Advance Battery Material PCBL CHEMICAL LIMITED
Slide 3: RPSG Group: Key Businesses at a Glance
RPSG Group: Key Businesses at a Glance India’s first fully integrated utility company, A iming for medium-term 10 GW RE capacity. serving 4.9 Mn Consumers across 7 locations. 4.9 GWp contractual capacity A global leader in BPS- delivering transformative, LSG is a premier IPL franchisee focused on AI
Slide 4: PCBL Chemical – Company Overview
PCBL Chemical – Company Overview India’s largest & amongst Top 3 Phosphonate producers globally Conductive Carbons 3 PCBL Chemical Limited | Q2FY27 Investor Presentation 3
Slide 5: Multi-Chemistry Offerings Across the Value Chain
Multi-Chemistry Offerings Across the Value Chain % Revenue Share (FY26) 4
Slide 6: Global Footprint – Built Over Decades
Global Footprint – Built Over Decades Presence Across 6 Continents, 70+ Countries 9 Manufacturing facilities globally 50+ 200+ 70+ 7 in India, 1 in USA, 1 in Saudi Arabia Supply chain touchpoints Supply chain partners Countries served worldwide 4 R&D & Innovation centres 20+ Global offices 20+ Wareh
Slide 7: Built Where It Matters Most
Built Where It Matters Most A manufacturing footprint engineered around customers, ports, and feedstock 1 Mundra, Gujarat 2 Durgapur, West Bengal 8 Texas, USA · 9 Jeddah, KSA 3 Chennai, Tamil Nadu 4 Palej, Gujarat 5 Kochi, Kerala 6 Mahad, Maharashtra Total Installed Capacity 7 Pirangut, Maharashtra
Slide 8: Q2FY27 - Financial Snapshot
Q2FY27 - Financial Snapshot Revenue from Operations EBITDA PAT Specialty & Solutions (Aquapharm Chemical) (Consolidated) (Consolidated) (Consolidated) Revenue Rs. 2,474 Cr. Rs. 310 Cr. Rs. 74 Cr. Rs. 433 Cr. EBITDA + 14% YoY + 12% YoY + 20% YoY Rs. 42 Cr. PCBL Chemical Limited | Q2FY27 Investor Pres
Slide 9: H1FY27 - Financial Snapshot
H1FY27 - Financial Snapshot Revenue from Operations EBITDA PAT Specialty & Solutions (Aquapharm Chemical) (Consolidated) (Consolidated) (Consolidated) Revenue Rs. 4,948 Cr. Rs. 710 Cr. Rs. 229 Cr. Rs. 827 Cr. EBITDA + 16% YoY + 18% YoY + 47% YoY Rs. 89 Cr. PCBL Chemical Limited | Q2FY27 Investor Pre
Slide 10: Rubber & Specialty Blacks
Rubber & Specialty Blacks Segment wise Sales Volume (MT) (Quarterly) Segment wise Sales Volume (MT) (H1) 1,61,728 3,15,821 17,505 1,34,180 2,87,694 33,570 16,568 36,316 50,331 97,219 Specialty 82,085 Specialty 39,698 Performance Chemical Performance Chemical Tyres Tyres 93,892 1,85,032 1,69,293 77,9
Slide 11: Specialty & Solutions (Aquapharm Chemical)
Specialty & Solutions (Aquapharm Chemical) Segment wise Sales Volume (MT) (Quarterly) Segment wise Sales Volume (MT) (H1) 50,744 25,194 24,253 47,238 4,214 7,900 4,859 9,450 Application Specific Solutions 8,740 Application Specific Solutions 4,797 7,709 3,853 Water Solutions Water Solutions 6,437 5,
Slide 12: Powering Ourselves, Exporting the Surplus
Powering Ourselves, Exporting the Surplus Turning manufacturing by-products into a lasting energy advantage 122 MW 186 MU 108 MU Rs. 5.34/unit Co-generation capacity across 5 plants/ Net realization (Q2 FY27) Power Generation (Q2 FY27) Power Sales (External Sales) (Q2 FY27) (Post expansion it would
Slide 13: Advance Battery Materials: Pioneering next-gen conductive materials
Advance Battery Materials: Pioneering next-gen conductive materials 1 Material Platform 2 Engineered Solution 3 Customer Value ✓ Higher energy Unlock silicon’s higher Proprietary nano-silicon Integrated Si–C architecture density capacity potential Developed Proprietary chemical reduction ✓ Faster ch
Slide 14: Innovation At The Core
4 Innovation At The Core 25+ Rs 81 Cr.* *FY26 PCBL Chemical Limited | Q2FY27 Investor Presentation 12
Slide 15: Mid-Term Outlook
Mid-Term Outlook Demand ❖ Global Carbon Black demand projected to grow ~3% CAGR ❖ Potential resolution of geopolitical conflicts | India positioned to benefit from several favourable trade deals ❖ Growing shift towards premiumisation and electric vehicle adoption Margin ❖ Expanding Specialty chemica
Slide 16: Consolidated Income Statement
Consolidated Income Statement Particulars (Rs. Cr) Q2 FY27 Q1 FY27 Q2 FY26 H1FY27 H1FY26 Revenue from Operations 2,474 2,474 2,164 4,948 4,278 Other Income 16 4 12 20 18 Total Revenue 2,490 2,478 2,176 4,968 4,296 Cost of Materials (incl. change in inventory) 1,806 1,651 1,530 3,457 2,985 Employee B
Slide 17: Consolidated Balance Sheet and Cash Flow Statement
Consolidated Balance Sheet and Cash Flow Statement Balance Sheet (In ₹ Cr) 30-Sep-26 31-Mar-2026 Cash Flow Statement (In ₹ Cr) 30-Sep-26 31-Mar-2026 Equity And Liabilities Cash Flow from Operating Activities Equity Share Capital Profit Before Tax 305 261 39 39 Adjustment: Non-Cash and Other Income /
Slide 18: Thank You
Thank You Cautionary Statement Statements in this “Investor Update” describing the Company's objectives, projections, estimates, expectations or predictions may be “forward-looking statements” within the meaning of applicable securities laws and regulations. Actual results could differ materially fr