Black Rose Industries Ltd (BLACKROSE) — concall transcript | 31 March 2026

31 March 2026 · BSE 🟡 Notable Neutral

By StockFin Research Team•AI-Assisted Analysis•Source: BSE/NSE Filings

📢 Key Event

FY26 revenue grew 38% and EBITDA rose 90% year-on-year, driven by manufacturing volume growth and distribution efficiency, with a 125% dividend declared.

🔄 What Changed

Revenue growth accelerated to 38% from prior period, EBITDA margin expanded to 11%, and manufacturing capacity utilization improved with new product launches.

🔮 What's Next

Management expects demand recovery in Q1, export order strength, and commercialization of PAM solid project during FY27, with new downstream products to contribute to top-line growth.

💡 Investor Takeaway

Shareholders should note the company is transitioning from distribution to higher-margin manufacturing with expanding global market access.

Black Rose Industries reported FY26 revenue growth of 38% and EBITDA growth of 90% driven by manufacturing expansion and distribution volume gains, despite pricing pressure. The company declared a 125% dividend, remains debt-free, and highlighted capacity expansion in acrylamide products, new product development, and export recovery. Management expressed confidence in sustained margins and growth but avoided specific future EBITDA targets, citing market volatility and multiple growth drivers.

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About Black Rose Industries Ltd (BLACKROSE)

Chemicals · Chemicals · Listed on BSE

Market Cap: ₹574.01 CrP/E: 20.0ROE: 16.9%ROCE: 23.4%Div Yield: 1.11%

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"What is the expected revenue contribution from new acrylamide products in FY27?""How will the company mitigate pricing volatility in acrylamide raw materials?""What is the timeline for commercializing the PAM solid project?"

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📊 More BLACKROSE filings

Announcement — 29 September 2026Black Rose Industries Ltd announced the closure of its trading window for insider dealing effective ...
🟡 Voting Results — 10 September 2026Black Rose Industries reported unanimous passage of all four AGM resolutions via remote e-voting and...
🟡 Board Meeting — 9 September 2026At the 36th AGM on 9 September 2026, shareholders approved the audited standalone and consolidated f...

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Source: Stock Announcements. Analysis by StockFin.ai. For informational purposes only — not investment advice.

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This analysis was programmatically compiled using StockFin AI utilizing official regulatory disclosures from the BSE and NSE. Content is automatically synthesized and audited against public financial filings. StockFin.ai is an educational research platform and is NOT a SEBI-registered investment advisor or research analyst.

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