Chemtech Industrial Valves Ltd. · BSE:CHEMTECH
Chemtech Industrial Valves — H1 FY2026 Earnings Presentation
42 slides from Chemtech Industrial Valves's earnings presentation, 2025
Slide 1: Chemtech Industrial Valves Ltd Investor Presentation Q2 & H1FY26
CHEMTECH INDUSTRIAL VALVES LTD YOUR RELIABLE VALVES PARTNER Q2 & H1FY26 Website Investor Presentation www.chemtechvalves.com
Slide 2: Safe Harbour
Safe Harbour This presentation and the accompanying slides (The Presentation), which have been prepared by Chemtech Industrial Valves Ltd (The Company) solely for information purposes and do not constitute any offer, recommendation or invitation to purchase or subscribe for any whatsoever shall not
Slide 3: Table of Contents
Table of Contents Business Overview 01 Competitive Edge 02 Case Studies 03 Financials 04 Annexure 05 3 Investor Presentation
Slide 4: Vision Statement
Vision Statement “ To achieve Rs. 250 crore in revenue by FY 2030 by building stronger engineering capabilities, developing advanced valve solutions, and securing a larger role in mission-critical industrial projects where Chemtech’s expertise creates meaningful value. “ 4 Investor Presentation
Slide 5: Business Overview
@ CHEMTECH ‘ BUSINESS OVERVIEW
Slide 6: Mission-Critical Valve Solutions for Over Two Decades
Chemtech: Mission-Critical Valve Solutions for Over Two Decades o Design & manufacture mission-critical industrial valves Customers Products Industries o Focus on Iron & Steel sector (all major Indian plants) & 01 export to Russia 100+ 27 6 o Develop import-substitute valves & collaborate with plant
Slide 7: Understanding Valves and Their Industrial Applications
Understanding Valves and Their Industrial Applications What is a Valve? Why Valves Matter ? Application Across Industries A mechanical device that controls Regulate pressure and flow in Oil & Gas: Flow control in the flow and pressure of pipelines and machinery refineries, pipelines, and liquids, ga
Slide 8: Integrated Valve Engineering & Manufacturing Solution
Integrated Valve Engineering & Manufacturing Solution Engineering Reliability Since 1997 Design & Manufacturing Product Project End-User Bidding & Quality Innovation Execution & Industries Engineering Control Supply ➢ Technical and ➢ Process-driven ➢ 130,000 sq.ft. ➢ Patented Line ➢ Seamless ➢ Steel
Slide 9: Application across the Process Flow of a Steel Plant
Chemtech’s Application across the Process Flow of a Steel Plant Raw Material Rolling & Handling & Iron Making Steel Making Utilities & Power Finishing Preparation Units: R.M.H.S / Mining, Coke Units: Blast Furnace, By- Units: SMS Plants, Caster Units: Hot Strip Mills, Bar/Rod Units: Power Plants, Ge
Slide 10: Valve Applications Across Critical Steel Plant Units
Valve Applications Across Critical Steel Plant Units Double Disc Goggle, Line Gate, Line Blind Automation, Control, Check & Plug, Gate & Ball Gate, Butterfly & Blind & Gate & Check Valves – Check & Safety Ball Valves – for Valves – for Check Valves – Valves – for gas for hot blast Valves – for cooli
Slide 11: India's Steel Expansion: A Multi-Billion Dollar Opportunity for Valves
India’s Steel Expansion: A Multi-Billion Dollar Opportunity for Valves Steel Capacity Million Ton Per Annum 300 Steel sector expansion under the National Steel Mission 01 with planned capex of ~₹3 lakh crore over the next 180 decade 142 158 154 Infrastructure momentum across water, wastewater, 02 po
Slide 12: Strategic Priorities
Strategic Priorities Extending WTP/ETP/STP valve solutions to Cement, Chemical, 01 Infrastructure, and Power sectors Strengthening Presence Across Sectors with Expanding from Steel to Thermal Power, leveraging captive power Precision Valve Solutions 02 valve expertise for broader industrial applicat
Slide 13: Positioned for Margin Expansion and Long-Term Growth
Positioned for Margin Expansion and Long-Term Growth Revenue from Operations Rs Cr. EBITDA* Rs Cr. PAT Rs Cr. 44% 250 43% 65 41% 40 31 40 11 7 20 15 5 6 7 3 4 4 11 2 FY22 FY23 FY24 FY25 H1FY26 FY30E FY22 FY23 FY24 FY25 H1FY26 FY30E FY22 FY23 FY24 FY25 H1FY26 FY30E Growth catalysts include rising ste
Slide 14: Competitive Edge
@ CHEMTECH ‘ COMPETITIVE EDGE
Slide 15: Solving Critical Process Challenges Through Engineered Valves
Solving Critical Process Challenges Through Engineered Valves Problem Statement- Critical industries face downtime and inefficiencies due to lack of reliable, application-specific valve solutions The Problems ➢ Standard valves fail under demanding process conditions ➢ High dependence on costly impor
Slide 16: Chemtech's Competitive Edge
Chemtech’s Competitive Edge Specialized Engineering Established Partnerships Innovation-Driven Solutions with a User- Portfolio with Patented with India’s Leading Steel Focused Approach Solutions Producers 16 Investor Presentation
Slide 17: Specialized Engineering Solutions with a User-Focused Approach
Specialized Engineering Solutions with a User-Focused Approach Client-Centric Execution % of Repeat Customer Customization: Provided tailored design solutions to 61% 01 meet site-specific requirements 56% 53% Seamless Integration: On-ground coordination 02 ensured smooth execution without disruption
Slide 18: Innovation-Driven Portfolio with Patented Solutions
Innovation-Driven Portfolio with Patented Solutions Proven Innovation: 01 Successfully developed and installed Patented Line Blinds across major industries in Revolutionizing Pipeline India, now ranging from DN 100 MM to DN 900 MM. Safety with Patented Trusted by Industry Leaders: Line Blinds 02 Ins
Slide 19: Case Studies
@ | CHEMTECH ‘ CASE STUDIES
Slide 20: Case Study: Revolutionizing Pipeline Safety & ESG Efficiency
Case Study: Revolutionizing Pipeline Safety & ESG Efficiency ……………with Chemtech’s Patented Line Blinds THE CHALLENGE CHEMTECH’S INNOVATION Outdated Pipeline blinding methods have remained Patented Chemtech’s Line Blind System enables 100% man- unchanged for over 150 years safe positive isolation wit
Slide 21: Impact & ESG Outcomes
Impact & ESG Outcomes Massive Exceptional Energy & Cleaner Safer Efficiency Gains ROI Resource Savings Operations Workplaces Achieved 95% Delivered 5× Significantly lower Reduced emissions Improved reduction in return on energy and water and waste, ergonomics and production loss investment in a usag
Slide 22: Established Partnerships with India's Leading Steel Producers
Established Partnerships with India’s Leading Steel Producers Chemtech’s Presence Across Steel Plants in India & Beyond….. 01 Partnering with all major steel groups across India 02 Supplying high-performance valves for Integrated, Mini, and EAF/DRI Steel Plants 03 Expanding global footprint with sup
Slide 23: Steady Growth Through Strong Industry Partnerships
Steady Growth Through Strong Industry Partnerships SHYAM SMS Group AM/NS INDIA DANIELI L&T METALICS EBITDA CAGR (FY21-FY25) 38% 10.4 6.0 4.8 2.9 1.7 FY21 FY22 FY23 FY24 FY25 23 Investor Presentation
Slide 24: Financials Q2 & H1FY26
@ CHEMTECH INDUSTRIAL VALVES LTD 04” FINANCIALS Q2 & H1FY26 24
Slide 25: H1FY26 Business Highlights
H1FY26 Business Highlights 1,400 valves manufactured Critical Dispatches and dispatched to JSW Steel, achieved Salem, within a record turnaround time of 10 weeks. Marque Orders Secured orders from Tata received Steel for mining applications Line Blind range expanded to DN 900 MM based on Line Blind
Slide 26: Q2 & H1FY26 Financials Highlights
Q2 & H1FY26 Financials Highlights Total Income (Rs Cr.) EBITDA (Rs Cr.) & EBITDA Margin % PAT (Rs Cr.) & PAT Margin % 28% 32% 18% 19% Q2FY26 8.5 5.1 2.4 2.1 1.6 1.2 Q2FY25 Q2FY26 Q2FY25 Q2FY26 Q2FY25 Q2FY26 Total Income (Rs Cr.) EBITDA (Rs Cr.) & EBITDA Margin % PAT (Rs Cr.) & PAT Margin % 29% 39% 1
Slide 27: Q2 & H1FY26 Income Statement
Q2 & H1FY26 Income Statement Particulars (Rs Cr.) Q2FY26 Q2FY25 YoY Q1FY26 QoQ H1FY26 H1FY25 YoY Revenue from operations 5.1 8.5 -40% 9.6 -47% 14.7 19.4 -25% Other Income 1.4 0.1 1195% 1.5 -7% 2.9 0.3 929% Total Income 6.5 8.6 -25% 11.1 -41% 17.5 19.7 -11% COGS 2.0 3.9 -49% 3.8 -48% 5.8 8.9 -35% Gro
Slide 28: H1FY26 Balance Sheet
H1FY26 Balance Sheet Particulars (Rs Cr) H1FY26 H1FY25 Particulars (Rs Cr) H1FY26 H1FY25 Assets Equity and Liabilities Non current assets Property, plant, equipment 14.3 10.7 Share capital 17.9 14.6 CWIP 0.7 Reserves and surplus 81.7 73.8 Intangible assets 0.01 0.01 Networth 99.7 88.4 Investments 0.
Slide 29: Annexure
@ CHEMTECH INDUSTRIAL VALVES LTD ANNEXURE
Slide 30: Historical Income Statement
Historical Income Statement Particulars (Rs Cr.) FY22 FY23 FY24 FY25 Revenue from operations 11.5 20.4 31.4 40.0 Other Income 0.2 1.0 0.4 2.6 Total Income 12 21 32 43 COGS 6 11 17 21 Purchase of stock in trade 6 11 20 18 Changes of inventories -0.16 0.43 -2 2 Gross Profit 6 10 14 22 Gross Profit Mar
Slide 31: Historical Balance Sheet
Historical Balance Sheet Particulars (Rs Cr.) FY22 FY23 FY24 FY25 Particulars (Rs Cr.) FY22 FY23 FY24 FY25 Equity and Liabilities Assets Shareholders' Fund Non current assets Share capital 11 11 15 18 Reserves and surplus Property, plant, equipment -2 1 20 78 12 12 11 13 Networth 9 12 35 96 CWIP 0.2
Slide 32: Strong Financial Growth with Expanding Profitability
Strong Financial Growth with Expanding Profitability Total Income (Rs Cr.) EBITDA (Rs Cr.) & Margin % 43 25% 23% 32 19% 15% 21 12 11 5 6 2 FY22 FY23 FY24 FY25 FY22 FY23 FY24 FY25 Profit after Tax (Rs Cr.) & Margin % ROE and ROCE (%) 23% 16% 18% 13% 13% 12% 13% 10% 7% 4% -6% 7 4 3 -1 -5% FY22 FY23 FY
Slide 33: Strong Balance Sheet
Strong Balance Sheet Net Worth (Rs Cr.) Net Debt to Equity (x) 96 0.97 0.72 35 (0.36) (0.68) 9 12 FY22 FY23 FY24 FY25 FY22 FY23 FY24 FY25 Interest Coverage Ratio Working Capital Days 226 111 125 79 78 86 77 71 27 70 54 43 5 33 3 0.72 FY22 FY23 FY24 FY25 FY22 FY23 FY24 FY25 Receivable Days Inventory
Slide 34: Strong Leadership Team
Strong Leadership Team Ignatious David Inasu Harsh Badkur Puneet Badkur Chittatukarakaran Managing Director Director & CFO Whole Time Director Mr. Puneet Badkur has been with Chemtech Mr. Ignatious David Chittatukarakaran Inasu, Mr. Harsh Badkur has been with Chemtech Industrial Valves Ltd. since 20
Slide 35: Well-invested Manufacturing Facilities
Well-invested Manufacturing Facilities 35 Investor Presentation
Slide 36: Fully Integrated, Engineering-Led Manufacturing Capability
Fully Integrated, Engineering-Led Manufacturing Capability Plant Location & Connectivity ➢ Located at Kudus, ~55 km from Mumbai ➢ Railhead: Kalyan – ~40 km ➢ Seaport: JNPT Port – ~75 km ➢ Truck Terminal: Bhiwandi – ~20 km Plant Infrastructure ➢ Total Area: 1,30,000 sq. ft. ➢ Built-up Area: 70,000 sq
Slide 37: Valve Applications Across Critical Steel Plant Units
Valve Applications Across Critical Steel Plant Units COKE OVEN BLAST FURNACE SINTER PLANT CHEMICAL PLANT WATER TREATMENT PLANT 37 Investor Presentation
Slide 38: Solution to Safety and Efficiency – Chemtech Patented Line Blind
Solution to Safety and Efficiency – Chemtech Patented Line Blind CHEMTECH Line Blind CHEMTECH Line Blind Installed in DN CHEMTECH Line Blind Installed in DN CHEMTECH Line Blind Installed in Installed in DN 200 MM High 600 MM Coke Oven Gas Line 400 MM Mixed Gas Line DN 200 MM Blast Furnace Gas Line P
Slide 39: Wide Portfolio of Valves Solutions (1/3)
Wide Portfolio of Valves Solutions (1/3) DN 2400 MM Goggle Valve supplied for SO2/SO3 Application DN 400 Goggle Valve installed in BF DN 2700 Goggle Valve Gas Burner Line 3 Nos of Double 34 Nos of DN 1400 MM DN 2800 MM Fabricated Butterfly Valve Photo of the DN 3000 MM Double DN 1800 MM SNORT Disc G
Slide 40: Wide Portfolio of Valves Solutions (2/3)
Wide Portfolio of Valves Solutions (2/3) Gate Valves Check Valves Ball Valves Basket-type Strainers Basket-type Unique Design wherein the Same Valve can be used in DN 1200 MM DN 800 MM DN 1400 MM Septum Strainers Right Hand as well as Left Hand Side of Chimney Lever Valve Snort Valve Valve supplied
Slide 41: Wide Portfolio of Valves Solutions (3/3)
Wide Portfolio of Valves Solutions (3/3) Gate Valves Butterfly Valves Globe Valves Duplex-type Strainers Plug Valves Triple Offset Butterfly Y-type Strainers Dash Pot Check Valves Cold Blast Valves Tee-type Strainers Valves 41 Investor Presentation
Slide 42: Thank You
THANK YOU CONTACT US Company Contact: Chemtech Industrial Valves Ltd marketing@chemtechvalves.com Investor Relations Contact: Priya Sen Nikhar Arora Go India Advisors Go India Advisors priya@GoIndiaAdvisors.com nikhar@GoIndiaAdvisors.com M:+91 8334841047 M:+91 77000 70141
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