Privi Speciality Chemicals Limited · NSE:PRIVISCL
Privi Speciality Chemicals — Q2 & H1 FY26 Earnings Presentation
27 slides from Privi Speciality Chemicals's earnings presentation, Nov 6, 2025
Slide 1: Letter to BSE/NSE: Investors Presentation for Q2 and H1 FY26
Q, November 06,2025 The Manager (CRD) The Manager - Listing Department The BSE Limited National Stock Exchange of lndia Ltd Phiroze Jeejeebhoy Towers, Exchange Plaza, Plot no.C/t, G Block, Dalal Street, Fort, Bandra-Kurla Complex, Bandra (East) Mumbai- 400001 Mumbai - 400 051 Scrip Code: 530117 Symb
Slide 2: Investor Presentation – Q2 & H1 FY26
Privi Speciality Chemicals Limited Investor Presentation – Q2 & H1 FY26
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: All-Time High Quarterly and Half-Yearly Results
All-Time High Quarterly and Half-Yearly Results Q2FY26 Revenue EBITDA EBITDA Margin PAT Rs. 678.82 Crs 26% Rs. 182.14 Crs 59% 26.83% 549 Rs. 90.21 Crs 101% YoY YoY bps YoY H1FY26 Rs. 1,246.08 Crs 24% Rs. 323.19 Crs 53% 25.94% 485 Rs. 147.76 Crs 94% YoY YoY bps YoY On a Consolidated Basis 3
Slide 5: Key Business Highlights
Key Business Highlights Record-breaking Q2 & H1FY26 performance. Continued growth in flagship products – higher volumes and marginal increase in selling prices Higher EBITDA margins driven by the company’s ongoing focus on operational excellence and growing contribution from value added products, an
Slide 6: Consistent Performance over last 10 Quarters
Consistent Performance over last 10 Quarters Revenue Trend (Rs. In Cr) EBITDA Trend (Rs. In Cr) 182.14 678.82 628.37 567.80 147.42 537.27 141.10 491.93 466.67 493.06 462.34 414.83 409.43 114.66 115.00 96.32 95.61 98.58 97.07 60.77 Q1FY24 Q2FY24 Q3FY24 Q4FY24 Q1FY25 Q2FY25 Q3FY25 Q4FY25 Q1FY26 Q2FY26
Slide 7: From the CMD's Desk
From the CMD’s Desk We are pleased to inform that the Company has delivered its best-ever quarterly and half yearly performance, registering a 26% and 24% revenue growth on a YoY basis. Over the last ten quarters, our performance has consistently improved, driven by robust demand, operational effici
Slide 8: Consolidated Profit & Loss Account
Consolidated Profit & Loss Account Particulars (Rs. Crores) Q2 FY26 Q2 FY25 YoY H1FY26 H1FY25 YoY Revenue from Operations 678.71 532.79 1,237.53 996.77 Other Income 0.11 4.47 8.55 7.17 Total Income 678.82 537.27 26% 1,246.08 1,003.94 24% Cost of materials consumed 334.32 292.30 609.56 552.91 Employe
Slide 9: Consolidated Balance Sheet
Consolidated Balance Sheet Assets (Rs. Crores) Sept-25 Mar-25 Liabilities (Rs. Crores) Sept-25 Mar-25 Non Current assets Equity Property, Plant and Equipment 1,036.77 1,097.89 Equity Share capital 39.06 39.06 Capital work-in-progress 262.03 127.47 Other Equity 1,200.92 1,064.37 Intangible Assets 8.5
Slide 10: Consolidated Cash Flow Statement
Consolidated Cash Flow Statement Particulars (Rs. Crores) Sept-25 Sept-24 Net Profit Before Tax 206.25 103.68 Adjustments for: Non-Cash Items / Other Investment or Financial Items 121.48 116.42 Operating profit before working capital changes 327.73 220.10 Changes in working capital -46.45 -73.68 Cas
Slide 11: 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 12: We Touch Your Lives Everyday
We Touch Your Lives Everyday
Slide 13: 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 14: 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 15: 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 16: 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 17: 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 18: 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 19: 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 20: 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 21: 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 22: 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 23: 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% 11.86% Margin +14% 2,121.84 1,778.53 25.94% 1,629.24 +51% 474.16 22.35% 19.95% 184.75 1,246.08 354.82 +194.7% 147.76 323.19 12.73% 95.43 207.34 21.28 FY23 FY24 FY25 H1F
Slide 24: 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 25: 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 26: 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 27: 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 : http://www.sgapl.net/images/sgapl_logo.jpg Strategic Growth Advisors Pvt. Ltd. CIN - U74140MH2010PTC
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