Pcbl Chemical Limited · NSE:PCBL
Pcbl Chemical — Q2 FY2026 Earnings Presentation
15 slides from Pcbl Chemical's earnings presentation, Oct 17, 2025
Slide 1: Intimation of Investor Update Q2 FY26 to exchanges
17th October, 2025 The Manager, The General Manager, Listing Department, Department of Corporate Services, National Stock Exchange of India Ltd, BSE Ltd., Exchange Plaza, 1st Floor, New Trading Ring, Plot No. – C – 1, G Block, Rotunda Building, Bandra – Kurla Complex, P.J. Towers, Bandra (East), Dal
Slide 2: Investor Update Q2 FY26
Investor Update Q2 FY26
Slide 3: Part of RP-Sanjiv Goenka Group
Part of RP-Sanjiv Goenka Group Too Yumm, a India’s first fully integrated utility company, serving across Innovating in the through new-age brands Naturali and Within Beauty. Group turnover of ~US$5 Bn* A transforming operations across industries through its - LSG is a premier IPL franchisee focused
Slide 4: PCBL Chemical - A Global Specialty Chemical Player
PCBL Chemical- A Global Specialty Chemical Player Largest Carbon Black Producer globally Largest Specialty Black Player globally Capacity Specialty Black Plants Grades (Tyre, Performance, Specialty) Aims to achieve Carbon Black capacity by FY28 Rubber & Specialty Blacks India’s largest & amongst Pho
Slide 5: Multi-Chemistry Offerings – Touching Lives in More Ways Than One
Multi- Chemistry Offerings – Touching Lives in More Ways Than One 48% Tyre & Tyre Specialty 2-Wheeler Off-Road Tyre Fuel Efficiency Durability High Mileage Strong Grip Tyre Carbon Black 24% Performance Conveyor Tubing Rubber Sheet Transmission Seal & Belt Belt Gaskets 11% Specialty Black Wires & Eng
Slide 6: Q2FY26 Key Highlights
Q2FY26 Key Highlights Despite challenging environment, PCBL reported a 5% Consolidated revenue from operations for the In Q2FY26, Aquapharm Chemical reported QoQ growth in Carbon Black sales volume to 1,61,728 MT quarter stood at Rs. 2,164 Cr. and Consolidated revenue from operations of Rs. 395 Cr w
Slide 7: Summary of Consolidated Performance for the Quarter ended Sept 30, 2025
Summary of Consolidated Performance for the Quarter ended Sept 30, 2025 2,163 2,164 369 278 Q2FY25 Q2FY26 Q2FY25 Q2FY26 1,61,728 1,48,693 17,505 17,127 62,179 58,474 90,219 99,549 Q2FY25 Q2FY26 Q2FY25 Q2FY26 Domestic Export 66 PCBL Chemical Q2FY26 Investor Presentation
Slide 8: Summary of Consolidated Performance for the Half Year ended Sept 30, 2025
Summary of Consolidated Performance for the Half Year ended Sept 30, 2025 4,307 4,278 738 603 H1 FY25 H1 FY26 H1 FY25 H1 FY26 3,50 ,000 3,02,610 3,15,821 3,20 ,000 3,00 ,000 36,0 00 32,797 33,570 3,15 ,000 2,50 ,000 31,0 00 2,00 ,000 1,21,954 1,26,665 3,10 ,000 26,0 00 1,50 ,000 3,05 ,000 1,00 ,000
Slide 9: Operational Performance - Rubber & Specialty Blacks
Operational Performance_ Rubber & Specialty Blacks Sales Volume (MT) (Quarterly) Sales Volume (MT) (YTD) Power Generation & Sales (MU*) 3,15,821 438 1,61,728 3,02,610 402 1,48,693 33,570 17,505 32,797 17,127 97,219 50,331 99,485 270 49,183 242 93,892 1,85,032 82,383 1,70,328 H1FY25 H1FY26 Q2FY25 Q2F
Slide 10: Financial & Operational Performance - Aquapharm Chemical
Financial & Operational Performance _Aquapharm Chemical Revenue (Rs. Cr.) Sales Volume (MT) Geography wise Revenue Q2FY26 (%) 25,194 RoW 24,572 13% 3,798 4,214 4,572 4,797 India 16% 395 North 7,481 6,437 Rs.395 Cr America 361 51% 8,721 9,746 Europe Q2 FY25 Q2 FY26 Q2FY25 Q2FY26 20% Home Care Oil & G
Slide 11: Nanovace Significant Strides Across Multiple Strategic Fronts
Nanovace Significant Strides Across Multiple Strategic Fronts Patent Received India Energy Storage Week (IESW) • US patent secured for proprietary nanomaterial process, enhancing energy storage IP. Patent expected from Japan, South Korea and Europe soon. • Patent applied for Carbon silicon composite
Slide 12: Future Outlook
Future Outlook Capacity Expansion Targeting 50% capacity addition over next 5 years across all product segments Industry Outlook Recent GST rate cut in India is expected to support growth in the auto sector, with demand likely to rise and a noticeable shift toward premium products Expanding Specialt
Slide 13: Consolidated Financial Performance
Consolidated Financial Performance Income Statement (In ₹ Cr) Q2 FY26 Q1 FY26 Q2 FY25 H1 FY26 H1 FY25 Revenue from Operations 2,164 2,114 2,163 4,278 4,307 Other Income 12 6 6 18 17 Revenue from operations 2,176 2,120 2,169 4,296 4,324 Cost of Materials (including change in inventory) 1,530 1,455 1,
Slide 14: Consolidated Balance Sheet and Cash Flow Statement
Consolidated Balance Sheet and Cash Flow Statement Balance Sheet (In ₹ Cr) 30-Sep-25 31-Mar-25 Cash Flow Statement (In ₹ Cr) 30-Sep-25 31-Mar-25 Equity And Liabilities Cash Flow from Operating Activities Equity Share Capital Profit Before Tax 198 577 38 38 Adjustment: Non-Cash and Other Income / (Ex
Slide 15: Cautionary Statement
Cautionary Statement Statement in this “ Investor Update” describing the Company’s objectives, projections, estimates, expectations or predictions may be “ forward looking statements” within the meaning of applicable securities law and regulations. Actual results could differ materially from those e