Chembond Material Technologies Limited · NSE:CHEMBOND
Chembond Material Technologies — Q1 FY2026 Earnings Presentation
28 slides from Chembond Material Technologies's earnings presentation, July 2025
Slide 1: Chembond Material Technologies Limited
Chembond Material Technologies Limited (formerly known as Chembond Chemicals Limited)
Slide 2: Group Overview
Group Overview • Founded in 1974 by Dr. Vinod Shah, listed on BSE & NSE • Employ over 250+ professionals • Group revenues ₹200 crores • Businesses: ⚬ Material Technologies: Metal Treatment Chemicals, High Performance Coatings, Adhesives & Sealants, MRO, and Paint Booth Solutions ⚬ Biotechnology: Ani
Slide 3: Milestones
Milestones New Plant at JV with Henkel Listing on NSE, Re- 2X capacity at Tarapur for MTC entry into MTC Alandi Plant 1975 1979 1995 1997 2017 2019 2020 Company IPO & listing on Phiroze Sethna Sealant incorporated; BSE & Gramos manufacturing Metal Treatment plant at Alandi Chemicals
Slide 4: CMT Business Units
CMT Business Units Metal Treatment Engineering Automotive Coatings Paint Booth Chemicals Adhesives Sealants Solutions
Slide 5: Metal Treatment Chemicals
Metal Treatment Chemicals Surface Treatment Cold Forming Chemicals Trication - multi-metal, low temp; Light or heavy zinc phosphate New Generation Zr based for multi conversion coatings; metals; Conventional zinc & iron Manganese phosphate; Soaps; phosphates; Aluminum conversion Inhibitors; Rust Pre
Slide 6: Market Segments
Market Segments General Line Appliances Aluminium Lubricants Cold Extrusion Tube Drawing Automotive Ancillaries Automotive OEM Steel & Coil Wire Drawing
Slide 7: Automotive Sealants
Automotive Sealants Leervens Material Technologies Hemming Sealer Mastic Sealer Spot Weld Sealer Ss i PVC Body Sealer © PVC Under Coat m2) Foarn PVC Under Coat Butyl Tapes Reinforcement Pads
Slide 8: Automotive Sealants
Automotive Sealants • PVC Seam and Underbody Sealants • Fuel Tank Coatings • Butyl Tape – Door Foil Adhesives • Expandable Anti-flutter Tapes • Spotweld & Mastic Sealers • Hemming Adhesives • Thumb Grade Sealers • Structural Adhesives • Body Panel Reinforcement Pads • Anti-Vibration Pads • Air Dryin
Slide 9: Coatings
Coatings High Performance Coatings Industrial Coatings Floor Coatings Structural Coatings & Primers, Water Based Coatings, Epoxy & PU based Floor Heat Resistant Coatings, Synthetic Enamels & Coatings, Decorative Intermediate Coatings, Topcoats, Primers, Epoxy Primers, Epoxy Floor Coating. Miscellane
Slide 10: Engineering Adhesives
Engineering Adhesives • Anaerobic Threadlockers • Thread Sealants • Retaining Compounds • Cyanoacrylates • Epoxies • MS Polymers • Anti-Seize Compounds • Pre-Applied • MMA’s • Silicones & RTV’s
Slide 11: Paint Booth Solutions
Paint Booth Solutions • Tack Cloths & Wipes ⚬ Cotton ⚬ Knitted Polyester ⚬ Polyester Non-Woven ⚬ Alcohol Wipes • Paint Booth Water Treatments • Paint Booth Coatings & Maskings • Paint Strippers
Slide 12: Industry Applications
Industry Applications Serre Material Technologies Metal Treatment Engineering a Paint Booth Chemicals Adhesives mame Solutions Auto OEM YY ve oY Floor Y Auto Ancillaries Pe ae oY Y Floor & Industrial Y Cold Forming rv Floor Hot Forging Y Steel & Coil Y Floor Appliances Y oY Floor Y ae oY vv al vw
Slide 13: Biosciences - Animal Health
Biosciences - Animal Health • Chembond entered Animal Health business in 2010 • Nutritional supplements caters to Poultry, Dairy and Aqua segments • Footprints across India • In-house manufacturing and R&D • CBL Business Units ⚬ Probiotics, Prebiotics & Enzymes ⚬ Biosecurity & Farm Management ⚬ Feed
Slide 14: Manufacturing Facilities
Manufacturing Facilities Alandi, Maharashtra Alandi, Maharashtra Tarapur, Maharashtra
Slide 15: Group Presence
Group Presence • 50+ Dedicated Automotive Sales, Technical Service & Product Development team • 3 Manufacturing Sites Manufacturing Plant Branch Sales Office Head Office and R&D
Slide 16: Employee Training & Development
Employee Training & Development Key Training Modules Include: • TQM (Total Quality Management) • Strategic Planning & Goal Setting • Visual Control (Mieruka) • T2 – Vendor System Audit • Root Cause Analysis & CAPA • Measurement System Analysis (MSA) • LOTO & Electrical Safety • Internal Audit: IATF
Slide 17: Laboratories & Technical Services
Laboratories & Technical Services • Advanced Testing Facilities at Mahape & Alandi equipped with, • Application & Performance Testing • Analytical Capabilities • QC & Testing Labs at multiple plant locations. • Expert Technical Team with experience in automotive pretreatment, coil coating, lubricant
Slide 18: Certifications
Certifications Quality Certification Environmental Standards Occupational Health & Safety ISO 9001:2015 (All plants), IATF 16949:2016 ISO 14001:2015 OHSAS 45001:2018 (Mahape - HO, Alandi, Tarapur) (Tarapur & Dudhwada) (Tarapur & Dudhwada)
Slide 19: Clientele
Clientele ie smgsyr | © ‘) amumeees bel de meer a FORCE Ashok Leyland = VE COMMERCIAL VEHICLES = @p JBM: 1® i y Hero AVOLVO GROUP ANDO GICHER MOTORS JOINT VENTURE TATA STEEL Our miloy Fg x AM/NS LUMNX T) Xeyminpa) INDIA V DAIKIN a Te id we) HONDA non”, Kamber E&P HYUNDAI TVS <€. @ STEEL & POWER INDI
Slide 20: Executive Commentary
Executive Commentary Q1 FY26 Revenue from operations at Rs. 57.68 crores 10.5% vs Q4 2024-25 24.7% vs Q1 2024-25 Revenue Performance of BU’s vs Q4 FY25 vs Q1 FY25 Material Technologies 10.3 % 23.6 % Animal Health 11.4 % 30.3 % - Material Technologies growth continued against all previous year quarte
Slide 21: Executive Commentary
Executive Commentary 2 Q1 FY26 EBITDA of Rs. 6.12 crores 15.1% vs Q4 FY25 10.7% vs Q1 FY25 PBT of Rs. 5.37 crores 19.6% vs Q4 FY25 12.0% vs Q1 FY25 Product margin remained challenging. Adversely impacted by 0.2% points vs Q4 and by 2.8% vs Q1 of last year. Employee costs increased due to strengtheni
Slide 22: Share of Revenue by Segment
Share of Revenue by Segment Animal Health Animal Health 17% 16% Material Material Technologies Technologies 83% 84% 2025-26 2024-25
Slide 23: Revenues from Operations – QoQ
Revenues from Operations – QoQ Animal Health Material Tech 4,806 4,358 4,359 4,243 3,889 962 863 946 735 738 Q1 2025-26 Q4 2024-25 Q3 2024-25 Q2 2024-25 Q1 2024-25 in ₹ lakhs
Slide 24: EBITDA – QoQ
EBITDA – QoQ Animal Health Material Tech 786 623 529 482 297 83 99 50 7 -70 Q1 2025-26 Q4 2024-25 Q3 2024-25 Q2 2024-25 Q1 2024-25 in ₹ lakhs Negative fair valuation from MF investments in Q3; Received final insurance settlement against loss on fire in Q2
Slide 25: EBITDA – YoY
EBITDA – YoY Animal Health Material Tech 2,189 2,257 529 83 86 -218 Q1 2025-26 2024-25 2023-24 in ₹ lakhs
Slide 26: Profit Before Tax
Profit Before Tax Animal Health Material Tech 1,919 1,943 457 79 27 -273 Q1 2025-26 2024-25 2023-24 in ₹ lakhs
Slide 27: Contact Us
Contact Us Chembond Material Technologies Ltd. (formerly known as Chembond Chemicals Limited) EL-71 MIDC Mahape Navi Mumbai 400710. INDIA www.chembond.in T: +91 22 62643000 - 03 F: +91 22 27681294 E: cs@chembond.in
Slide 28: Thank You
Thank You www.chembond.in info@chembond.in
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