Clean Science and Technology Limited — Q1FY27 earnings call summary

Filed 06 August 2026 · Official transcript

Supply chain disruptions impacted volumes in Q1; improvements expected in Q2 but raw material price volatility remains
EBITDA margins expected to improve with higher grade HALS sales and operational efficiencies
Q1 FY27 consolidated revenue grew 10% y-y to INR 264 Cr; standalone revenue down 6% y-y but up 5% q-o-q to INR 203 Cr
Strategic collaboration with Swiss partner Geneus Chem for advanced HALS technology; expected INR 300-350 Cr incremental revenue over 3-4 years
Hydroquinone and catechol plant stabilized; commercial supplies ramping from Q2 FY27
Performance Chemical 2 plant expected commercial start in Q3 FY27 (Nov-Dec 2026)
Long-term contract with Kemin for key ingredients with 5-year supply commitment; capacity expansion underway
EBITDA margin at 37% consolidated, 43% standalone; PAT margin 28% consolidated, 36% standalone