Chembond Chemicals Limited · NSE:CHEMBONDCH

Chembond Chemicals — FY2026 Earnings Presentation

31 slides from Chembond Chemicals's earnings presentation, May 16, 2026

  1. Slide 1: Submission of Investor Presentation to Stock Exchanges

    Chembond Chemicals Limited formerly Chembond Chemical Specialties Ltd May 16, 2026 SE/CS/2026-27/09 Listing Department Listing Department BSE Limited National Stock Exchange of India Limited Phiroze Jeejeebhoy Towers Exchange Plaza, Plot no. C/1, G Block Dalal Street, Fort, Mumbai – 400 001 Bandra-K

  2. Slide 2: Quarter and Half Year Performance Update 2025-26

    Quarter and Half Year Performance Update 2025-26 © 2025 Chembond Chemicals Limited, India

  3. Slide 3: Safe Harbour Statement

    Safe Harbour Statement This presentation may contain certain forward-looking statements including the words or phrases such as ‘expects, anticipates, intends, will, would, undertakes, aims, estimates, contemplates, seeks, objective, goal, projects, should’ and similar expressions or variations of th

  4. Slide 4: Snapshot

    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 portfoli

  5. Slide 5: 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

  6. Slide 6: Our Core Values

    Our 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 ongoin

  7. Slide 7: Our Businesses

    Water Technologies Construction Chemicals Our Businesses Cleaning & Hygiene Distribution © 2025 Chembond Chemicals Limited, India

  8. Slide 8: Water Technologies

    Water Technologies © 2025 Chembond Chemicals Limited, India

  9. Slide 9: 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

  10. Slide 10: 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

  11. Slide 11: Industries Served

    Water Technologies 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

  12. Slide 12: Water BU

    Water BU + 34.79% Revenue 162.16 Strong order book for specialty chemicals 120.31 Robust enquiry pipeline Stability seen in the supply chain Equipment and systems deliveries on schedule H2 FY26 H1 FY26 + 49.55% Volume in MT 14813 9905 H2 FY26 H1 FY26 © 2025 Chembond Chemicals Limited, India

  13. Slide 13: Construction Chemicals

    Construction Chemicals © 2025 Chembond Chemicals Limited, India

  14. Slide 14: Chemicals for the Construction Industry

    Chemicals for the Construction Industry Infrastructure, Industrial, Institutional and Commercial 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, structures a

  15. Slide 15: 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

  16. Slide 16: Construction Chemicals BU

    Construction Chemicals BU + 20.18% Revenue Steady revenue growth with tight credit policy 13.28 11.05 Customer base increases seen on a Y-o-Y basis Maintained industry best AR levels Approvals from key agencies H2 FY26 H1 FY26 Volume in MT + 30.28% 2590 1988 H2 FY26 H1 FY26 © 2025 Chembond Chemicals

  17. Slide 17: Cleaning & Hygiene

    Cleaning & Hygiene © 2025 Chembond Chemicals Limited, India

  18. Slide 18: 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

  19. Slide 19: Customer Segments

    Cleaning & Hygiene Customer Segments Kitchens Laundry Housekeeping Food Dairy Beverage Processing © 2025 Chembond Chemicals Limited, India

  20. Slide 20: Chemical Distribution

    Chemical Distribution © 2025 Chembond Chemicals Limited, India

  21. Slide 21: 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

  22. Slide 22: Chembond Distribution BU

    Chembond Distribution BU Revenue Steady revenue growth with tight credit policy 12.5 Customer base increases seen on a Y-o-Y basis 8.96 H2 FY26 H1 FY26 Volume in MT 1049 594 H2 FY26 H1 FY26 © 2025 Chembond Chemicals Limited, India

  23. Slide 23: Financial Information

    Financial Information © 2025 Chembond Chemicals Limited, India

  24. Slide 24: H2 Executive Commentary

    H2 Executive Commentary HY2 2025-26 Consolidated Revenue at ₹ 187.7crores: 35.6% vs HY1 2025-26 Water Technologies 36% stronger order book Construction Chemicals 18% stronger demand Distribution 40% change in product mix Cleaning & Hygiene 15 % revenue growth HY2 2025-26 Consolidated EBITDA at ₹ 29.

  25. Slide 25: Revenue Track

    Revenue Track Rs. crores 101.4 86.4 78.0 73.0 74.9 75.0 65.4 64.4 65.0 Q4 FY26 Q3 FY26 Q2 FY26 Q1 FY26 Q4 FY25 Q3 FY25 Q2 FY25 Q1 FY25 Q4 FY24 © 2025 Chembond Chemicals Limited, India

  26. Slide 26: Profitability Track

    Profitability Track Rs. crores 15.7 EBITDA 14.6 14.0 14.2 PBT 13.4 13.4 11.9 11.6 11.1 11.1 9.6 9.8 9.7 9.2 9.4 9.1 8.5 8.1 Q4 FY26 Q3 FY26 Q2 FY26 Q1 FY26 Q4 FY25 Q3 FY25 Q2 FY25 Q1 FY25 Q4 FY24 © 2025 Chembond Chemicals Limited, India

  27. Slide 27: FY26 Executive Commentary

    FY26 Executive Commentary FY26 Consolidated Revenue at ₹ 326.15 crores: 11.6% vs FY25 Water Technologies 15.3% on strong growth Construction Chemicals 15% Increase in RM price and slow growth in Q2 Distribution 8% structural changes, expected effect by Q1 Cleaning & Hygiene 22% prospect base is grow

  28. Slide 28: Revenue Share by BU

    Revenue Share by BU Industrial Industrial Hygiene Distribution Distribution Hygiene Construction 7% 0% Construction 1% 6% Chemicals Chemicals 7% 9% Water Water Treatment Treatment 84% 87% FY 25-26 FY 24-25 © 2025 Chembond Chemicals Limited, India

  29. Slide 29: Financial Performance Snapshot

    Financial Performance Snapshot Revenue Operating EBITDA Profit After Tax Rs. crores Rs. crores Margin % Rs. crores Margin % 326.2 46.3 34.0 292.3 30.9 42.0 41.9 283.2 30.0 15% 14% 14% 11% 11% 10% FY 2024 FY 2025 FY 2026 FY 2024 FY 2025 FY 2026 FY 2024 FY 2025 FY 2026 © 2025 Chembond Chemicals Limite

  30. Slide 30: Conclusion

    Conclusion Water BU – strong order book Construction Chemicals BU – prolonged monsoon, activity has picked-up post monsoon Material costs increase due to war impact, some volatility in metal compounds Post demerger compliances are on track, records being updated © 2025 Chembond Chemicals Limited, In

  31. Slide 31: Chembond Chemicals Limited

    chembond Chembond Chemicals Limited {formerly Chembond Chemical Specialties Ltd Chembond Chemicals Limited Chembond Centre, EL-37 Mahape MIDC Navi Mumbai 400710. INDIA T: +91 22 65753000 E: info@chembondindia.com U: chembondindia.com Manufacturing plants at: Dudhwada, GJ ® Ranipet, TN © Baddi, HP

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