Privi Speciality Chemicals (PRIVISCL) — concall transcript

📢 Key Event
Privi Speciality Chemicals reported Q1 FY27 results with 19.22% revenue growth and 25% margins, advancing capacity expansion and merger plans.

🔄 What Changed
Net debt/EBITDA improved to 1.29x from previous period; Phase-1 capacity expansion completed mid-August 2026; merger with Privi Fine Sciences filed with NCLT for year-end approval.

🔮 What's Next
Rs 5,000 crore revenue and Rs 1,000 crore EBITDA targets in 3-4 years; Phase-2 CAPEX of Rs 850-900 crore through 2028; Phase-3 CAPEX to commence by year-end; biomass plant commercial scale-up after 12-15 months.

💡 Investor Takeaway
The company is executing on capacity expansion and strategic mergers to achieve long-term growth targets while maintaining healthy margins and stable raw material costs.

Privi Speciality Chemicals reported 19.22% YoY revenue growth to Rs 666 crore in Q1 FY27, with 25% margins and EBITDA of Rs 167.47 crore (24.58% margin). Management highlighted ongoing Phase-1 capacity expansion to 54,000 MT by September 2026, Phase-2 CAPEX of Rs 850-900 crore through 2028, and a long-term vision of Rs 5,000 crore revenue and Rs 1,000 crore EBITDA in 3-4 years. Net debt stands at Rs 865 crore (1.29x EBITDA), with biomass pilot plant in Navi Mumbai targeting 2 tons/day processing. The merger with Privi Fine Sciences is NCLT-filed for year-end completion, and raw material costs remain stable at 52-54% of sales.

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About Privi Speciality Chemicals Ltd (PRIVISCL)

Chemicals · Chemicals · Listed on BSE

Market Cap: ₹13,019.4 Cr P/E: 37.2 ROE: 24.2% ROCE: 22.6% Div Yield: 0.30%

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

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