Himadri Speciality Chemical Limited — Q2FY27 earnings call summary

• EBITDA per metric ton expected 20,000-24,000 INR range; margins resilient to raw material price swings
• Capex spend INR 800-900cr in FY27; full impact of new capacities from FY29
• Q2 FY27 standalone revenue 1,543cr +44% y-y; EBITDA 308cr +27% y-y; PAT 240cr +28% y-y
• Carbon Nanotube facility commissioning targeted Q4 FY27; LFP 2,000 TPA plant Q3 FY27
• Working capital improving; focus on internal accrual funding for capex
• Consolidated Q2 revenue 1,691cr +58% y-y; EBITDA 303cr +27% y-y; PAT 231cr +31% y-y
• Birla Tyres merger proposed; business on track to breakeven
• Mining operations to start this quarter after environmental clearance

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