Pcbl Chemical Limited · NSE:PCBL
Pcbl Chemical — Q1 FY2026 Earnings Presentation
16 slides from Pcbl Chemical's earnings presentation, Jul 23, 2025
Slide 1: Cover letter to stock exchanges: Intimation of Investor Update Q1 FY26
23rd July, 2025 The Manager, The General Manager, Listing Department, Department of Corporate Services, National Stock Exchange of India Ltd, BSE Ltd., Exchange Plaza, 1st Floor, New Trading Ring, Plot No. – C – 1, G Block, Rotunda Building, Bandra – Kurla Complex, P.J. Towers, Bandra (East), Dalal
Slide 2: Investor Update Q1 FY26
Investor Update Q1 FY26
Slide 3: RPSG Group: Building a Resilient Conglomerate for Tomorrow
RPSG Group: Building a Resilient Conglomerate for Tomorrow PCBL Chemical Q1FY26 Investor Presentation 2
Slide 4: PCBL Chemical - A Global Specialty Chemical Player
PCBL Chemical- A Global Specialty Chemical Player Rubber Black &Specialty Blacks Water Treatment, Detergents and Oil & Gas Chemicals Battery Chemicals India's largest & world's 7th largest Among top 3 producers of Nano-silicon - Advanced carbon black producer with a capacity phosphonates globally -
Slide 5: Diversified Product Portfolio
Diversified Product Portfolio 14% 25% 38% Volume share(%)-FY25 Key Customers PCBL Chemical Q1FY26 Investor Presentation 4
Slide 6: Applications Across Industries
Applications Across Industries Detergents, Oil & Gas & Battery Carbon Black Industrial Water Treatment Chemicals Household, Battery Tyre & Tyre Industrial Water Other Chemicals & Performance Specialty Black Institutional & Oil and Gas Treatment Specialty Applications Energy Storage Industrial Care P
Slide 7: Strategically located plants provides competitive advantage
Strategically located plants provides competitive advantage Aquapharm Chemical PCBL Chemical India, 17% PCBL Manufacturing unit Global, 37% Mundra Gujarat Aquapharm Manufacturing unit Rs. 8,404 Cr Rs. 1,420 Cr India, 63% Durgapur Global, 83% West Bengal Mahad & Pirangut Maharashtra Palej PCBL Chemic
Slide 8: Q1FY26 Key Highlights
Q1FY26 Key Highlights PCBL reported a 2.6% QoQ growth in sales volume to Consolidated revenue from operations for the In Q1FY26, Aquapharm Chemical reported 1,54,093 MT in Q1FY26 as compared to 1,50,152 MT quarter stood at Rs. 2,114 Cr. and Consolidated revenue from operations of Rs. 382 Cr with dur
Slide 9: Summary of Consolidated Performance for the Quarter ended June 30, 2025
Summary of Consolidated Performance for the Quarter ended June 30, 2025 2,144 2,114 369 325 Q1FY25 Q1FY26 Q1FY25 Q1FY26 16,065 1,53,918 1,54,093 15,671 63,480 64,487 90,438 89,606 Q1FY25 Q1FY26 Domestic Export Q1FY25 Q1FY26 88 PCBL Chemical Q1FY26 Investor Presentation
Slide 10: Operational Performance: Rubber & Specialty Blacks
Operational Performance_ Rubber & Specialty Blacks Sales Volume (MT) (Quarterly) Sales Volume (MT) (Yearly) Power Generation & Sales (MU) 5,96,262 1,54,093 215 1,53,918 5,31,849 194 62,450 15,671 16,065 57,247 1,85,655 50,302 46,888 1,48,038 132 116 87,945 91,140 3,48,157 3,26,565 Q1FY25 Q1FY26 FY24
Slide 11: Aquapharm - Key Product Portfolio & its Diverse Applications
Aquapharm - Key Product Portfolio & its Diverse Applications FY25 was the first full year of operations for Aquapharm post integration Major Revenue Share Segments (FY25) Key Products Application A. Household, Industrial • Enhances detergency and stain removal by chelating hardness ions & Institutio
Slide 12: Financial & Operational Performance: Aquapharm Chemical
Financial & Operational Performance _ Aquapharm Chemical Revenue Geography wise Revenue (%) Sales Volume (MT) RoW 26,523 24,402 12% 8,603 8,695 India 16% 382 359 8,501 Rs.382 Cr North 6,814 America 53% 8,893 9,419 Europe 19% Q1 FY25 Q1 FY26 Q1FY25 Q1FY26 Detergents Oil & Gas Chemicals Industrial Wat
Slide 13: Nanovace - Powering the Future of Battery Innovation
Nanovace - Powering the Future of Battery Innovation An IP-led, innovation-driven technology addressing key challenges in battery Performance, Cost and Sustainability — empowering a new wave of EV adoption World’s First Unique Technology Platform Conversion of Silicon precursors to battery grade Nan
Slide 14: Future Outlook
Future Outlook The first phase of brownfield expansion of 30,000 Planning to set up a new line of Specialty Black of Capex activity ongoing for 1,000 MTPA Specialty Blacks MTPA at PCBL (TN), has commenced trial runs and will 20,000 MTPA capacity which is expected to be ready capacity dedicated for s
Slide 15: Consolidated Financial Performance
Consolidated Financial Performance Income Statement (In ₹ Crs) Q1 FY26 Q4 FY25 Q1 FY25 FY 2025 FY 2024 Revenue from Operations 2,114 2,087 2144 8,404 6,420 Other Income 6 20 10 47 37 Revenue from operations 2,120 2,107 2154 8,452 6,457 YoY Growth % (1.5%) 8% 10% 31% 11% Cost of Materials (including
Slide 16: Cautionary Statement
Cautionary Statement Statement 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 law and regulations. Actual results could differ materially from those e