Valiant Organics (VALIANTORG) — concall transcript

📢 Key Event
Valiant Organics reports Q3 FY24 revenue decline and outlines FY25 recovery expectations

🔄 What Changed
Revenue dropped 22% YoY to INR 4 crores EBITDA (2.69% margin) with INR 8 crore net loss; PAP volumes surged to 370 MT/month in December

🔮 What's Next
INR 900-1000 crores FY25 revenue target (40% growth), INR 200 crores PAP contribution, ~20% long-term EBITDA margin goal

💡 Investor Takeaway
Shareholders should note recovery signals in PAP demand but persistent margin pressure and reliance on China dumping resolution for FY25 targets

Valiant Organics reported a 22% YoY revenue decline to INR 4 crores EBITDA (2.69% margin) and an INR 8 crore net loss in Q3 FY24, driven by 13% volume and 9% price drops across PAP and chlorination segments. December saw PAP sales surge to 370 MT/month from 119 MT, supporting recovery. Management targets INR 900-1000 crores revenue for FY25 (40% growth) with PAP contributing INR 200 crores, while expecting EBITDA margin to reach ~20% long-term. Net debt stands at INR 165 crores, with capex of INR 30-40 crores planned. Margin pressures stem from product expansion and Chinese dumping in Europe, though Indian markets remain stable.

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About Valiant Organics Ltd (VALIANTORG)

Chemicals · Chemicals · Listed on BSE

Market Cap: ₹853.79 Cr P/E: 15.7 ROE: 7.5% ROCE: 8.7%

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🔥 Also filed on 31 December 2023

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

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