Bodal Chemicals Limited — Q2FY27 earnings call summary

• Q2 FY27 consolidated revenue 884cr +77% y-y; EBITDA 128cr +197% y-y (margin 14.4%); PAT 81cr +1259% y-y
• H1 FY27 consolidated revenue 1599cr +67% y-y; EBITDA 203cr +114% y-y; PAT 112cr vs 16cr H1 FY26
• Expect sustained strong margins in H2 FY27; FY27 revenue target ~3000cr with ~12% EBITDA margin
• TCCA business near breakeven; capacity expansion planned to improve margins
• Capex/inorganic growth planned in 100-200cr range; focus on debt reduction and strong ratios
• Dye intermediates revenue Q2 345cr +88% y-y; utilization at optimum, no immediate expansion
• Benzene downstream utilization improved to ~85% in Q3; revenue run rate 300-400cr range
• Other income includes one-offs: 6cr land sale profit, 8.5cr Gujarat subsidy; Punjab subsidy ~50cr pending

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