Chembond Chemicals Limited · NSE:CHEMBONDCH
Chembond Chemicals — Q2 2025-26 Earnings Presentation
26 slides from Chembond Chemicals's earnings presentation, October 2025
Slide 1: Quarter Performance Update Q2 2025-26
Quarter Performance Update Q2 2025-26 © 2025 Chembond Chemicals Limited, India
Slide 2: About Us
About Us © 2025 Chembond Chemicals Limited, India
Slide 3: Chembond Snapshot
Chembond 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
Slide 4: 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 5: Core Values
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 ongoing ba
Slide 6: Our Businesses
Distribution Water Technologies Our Businesses Construction Chemicals Cleaning & Hygiene © 2025 Chembond Chemicals Limited, India
Slide 7: Water Technologies
Water Technologies © 2025 Chembond Chemicals Limited, India
Slide 8: 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 9: 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 10: Industries Served
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 11: Construction Chemicals
Construction Chemicals © 2025 Chembond Chemicals Limited, India
Slide 12: Chemicals for the Construction Industry
Chemicals for the Construction Industry Infrastructure, Industrial, Institutional and Commercial Product Range 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
Slide 13: 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 14: Cleaning & Hygiene
Cleaning & Hygiene © 2025 Chembond Chemicals Limited, India
Slide 15: 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 16: Chemical Distribution
Chemical Distribution © 2025 Chembond Chemicals Limited, India
Slide 17: 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 18: Financial Information
Financial Information © 2025 Chembond Chemicals Limited, India
Slide 19: 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 20: 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 21: H1 Revenue Share by BU
H1 Revenue Share by BU Distribution Cleaning & 6% Hygiene Construction 1% Water Chemicals Technologies Distribution Cleaning & 7% 87% 8% Hygiene 1% Construction Water Chemicals Technologies 8% 84% H1 2025 H1 2024 © 2025 Chembond Chemicals Limited, India
Slide 22: Revenue Track
Revenue Track ₹ 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 23: H1 Cost and Expenses
H1 Cost and Expenses Other Expenses, 23% Other Expenses, 23% COGS, 54% COGS, 56% Employee Employee Costs, Costs, 21% 23% H1 2025 H1 2024 © 2025 Chembond Chemicals Limited, India
Slide 24: Profitability Track
Profitability Track ₹ 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 25: Summary
Summary Healthy order book in Water BU Pick-up in Construction Chemicals post withdrawal of monsoon Material costs are generally stable, some volatility in metal compounds Post demerger compliances are on track, records being updated EBITDA improvement with likely increase in revenue © 2025 Chembond
Slide 26: Chembond Chemicals Limited 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
Chembond Chemicals — Q2 2025-26 Earnings Presentation on 6ix