Note: These are AI-generated, educational summaries of public NSE
filings — grounded in each document, but not investment advice and possibly incomplete.
Verify against the original filing and consult a SEBI-registered adviser before acting.
Chembond Chemicals Q2 FY27 Consolidated Net Profit Drops 54.7% YoY to ₹3.26 Cr Despite 31% Revenue Rise
Chembond Chemicals reported a 31.1% YoY increase in consolidated revenue from operations to ₹95.77 Cr for Q2 ended September 30, 2026, compared to ₹73.04 Cr in Q2 FY26. However, consolidated profit after tax declined sharply by 54.7% YoY to ₹3.26 Cr from ₹7.19 Cr, impacted by higher raw material costs of ₹50.39 Cr (up from ₹28.33 Cr) and increased other expenses. Additionally, the Board approved the appointment of Mrs. Mamta Nirmal Shah, member of the promoter group, as a Non-Executive Non-Independent Director, subject to shareholder approval via postal ballot.
high confidence
What changedChembond reported its Q2 FY27 financial results showing strong top-line expansion offset by severe margin contraction, alongside a board addition from the promoter family.
Why it mattersWhile revenue expanded materially to ₹95.77 Cr, rising input and operating expenses have compressed net margins down to 3.4% from 9.8% YoY, impacting near-term earnings power.
📅 Short termNegative earnings reaction likely due to substantial operating deleverage and steep sequential as well as annual net profit contraction.
📈 Long termPerformance will depend on the integration benefits of the Water and Construction units and stabilizing raw material volatility to restore operating margins to historical double-digit levels.
⚠ Risk flags
Severe input cost inflation (cost of materials up 77.9% YoY)
Significant margin contraction with PAT down 54.7% YoY
👀 What to Watch
Track margin recovery and input cost pressures across specialty chemical segments in upcoming quarters, as well as the outcome of the postal ballot concluding on November 30, 2026.
Chembond Chemicals H1 FY27 Revenue Up 32% to ₹182.25 Cr; Input Costs Mute EBITDA Growth to 2%
Chembond Chemicals released its H1 FY27 investor presentation, reporting a 32% YoY growth in consolidated revenue to ₹182.25 crore compared to ₹138.42 crore in H1 FY26. However, consolidated EBITDA rose only 2% YoY to ₹22.55 crore (versus ₹22.20 crore), with PBT increasing 2% to ₹19.79 crore. Management highlighted that extreme volatility in material costs eroded profitability despite robust volume traction. Strong top-line drivers included Distribution (+86%), Cleaning & Hygiene (+59%), and Construction Chemicals (+30%).
high confidence
What changedChembond published its performance presentation for Q2 and H1 FY27 detailing segment-level sales trajectories and cost headwinds.
Why it mattersWhile top-line demand across water treatment, construction, and distribution segments remains strong, gross margin pressure is currently neutralizing operating leverage.
📅 Short termMarket sentiment may remain muted due to flat operating profits (2% EBITDA growth) despite 32% top-line expansion, reflecting material margin contraction.
📈 Long termStructural tailwinds remain intact across infrastructure and industrial water remediation, but long-term earnings growth hinges on managing input price volatility and pricing power.
⚠ Risk flags
Raw material cost volatility eroding operating margins
Construction segment sensitivity to seasonality and extended monsoons
👀 What to Watch
Track whether Chembond can take pricing actions or realize raw material moderation in H2 FY27 to restore operating margin expansion alongside strong volume growth.
Chembond Clarifies Credit Rating: Switched to ICRA ([ICRA]BBB/Stable) Amid CRISIL Non-Cooperation
Chembond Material Technologies clarified that it migrated its credit rating agency from CRISIL to ICRA Limited, addressing CRISIL's downgrade to 'Crisil BB/Stable/Crisil A4+ (Issuer Not Cooperating)' on Rs 12.00 Cr bank facilities. ICRA assigned a rating of [ICRA]BBB (Stable) / [ICRA]A3+ across total bank limits of Rs 65.00 Cr on August 21, 2026. The company remains virtually debt-free (Rs 0 Cr debt on a net worth of Rs 170 Cr). The rating friction stems from administrative non-cooperation with CRISIL post-agency transition rather than operational default.
high confidence
What changedCRISIL moved Chembond to 'Issuer Not Cooperating' (Crisil BB), prompting the company to clarify that it has transitioned to ICRA, which rates the company at [ICRA]BBB (Stable).
Why it mattersWhile a CRISIL 'Non-Cooperating' tag can trigger negative sentiment, Chembond's zero-debt profile and active [ICRA]BBB rating indicate no immediate liquidity distress.
CRISIL Rated Facility: Rs.12 CroreICRA Rated Limits: Rs. 65.00 croreICRA Long-Term Rating: [ICRA]BBB(Stable)CRISIL Long-Term Rating: Crisil BB/Stable (ISSUER NOT COOPERATING)ICRA Rated Limits vs Net Worth: ~38.2%
📅 Short termMay neutralize potential negative market reactions arising from CRISIL's downgrade notice.
📈 Long termLimited; standard agency rotation with minimal structural impact given zero net debt.
⚠ Risk flags
Administrative delays in formal rating withdrawals leading to multi-agency rating discrepancies
👀 What to Watch
Track the formal withdrawal of the CRISIL rating to prevent lingering market confusion, and monitor upcoming quarterly operational performance.
ICRA Assigns [ICRA]BBB (Stable) / [ICRA]A3+ Rating to Rs 65 Cr Bank Facilities
ICRA Limited has assigned credit ratings to Chembond Material Technologies Limited's total bank loan facilities of Rs 65.00 crore. The long-term fund-based cash credit of Rs 2.20 crore received an '[ICRA]BBB (Stable)' rating, while non-fund-based limits of Rs 2.53 crore and unallocated limits of Rs 60.27 crore were assigned '[ICRA]BBB (Stable) / [ICRA]A3+'. The total rated facility of Rs 65.00 crore represents ~25.3% of the company's TTM revenue of Rs 257 crore and ~38.2% of its net worth of Rs 170 crore.
high confidence
What changedICRA has formally assigned fresh credit ratings ([ICRA]BBB/Stable/[ICRA]A3+) across Rs 65.00 crore of bank loan facilities.
Why it mattersEstablishes a credit benchmark for the company's borrowing facilities, providing financial flexibility to fund working capital or expansion if needed.
Total bank facilities rated: Rs 65.00 croreCash credit limit: Rs 2.20 croreNon-fund based limit: Rs 2.53 croreUnallocated limit: Rs 60.27 croreRated facilities vs TTM revenue: ~25.3%
📅 Short termNeutral; standard rating assignment provides formal validation for bank limits but causes no immediate cash flow impact.
📈 Long termLimited; maintains access to institutional banking facilities under a moderate investment-grade credit profile.
⚠ Risk flags
A moderate rating of BBB indicates moderate credit risk and sensitivity to adverse economic conditions.
👀 What to Watch
Track future debt utilization against the Rs 60.27 crore unallocated limits and observe working capital efficiency in subsequent quarterly results.
25.5% YoY Revenue Growth; Chembond Reports Rs 5.73 Cr Consolidated PAT in Q1 FY27
Chembond Material Technologies reported a strong start to FY27 with consolidated revenue growing 25.5% YoY to Rs 72.42 Cr. Net profit for the quarter rose 43.6% YoY to Rs 5.73 Cr, driven by higher volumes and improved operational performance following the 2025 amalgamation of its material technology subsidiaries. While revenue remained flat on a sequential basis (0.9% QoQ), profitability saw a significant jump from the previous quarter's Rs 3.48 Cr. The company continues to maintain a debt-free balance sheet with a focus on high-performance coatings and sealants.
high confidence
What changedThe company reported its first-quarter results for FY27, showing significant YoY growth following the consolidation of its material technology business units.
Why it mattersThe results validate the strategy of amalgamating Phiroze Sethna and Gramos Chemicals, showing improved scale and profitability in the specialty chemicals segment.
📅 Short termPositive reaction expected due to strong YoY profit growth and margin stability.
📈 Long termStructural growth depends on the company's ability to leverage its asset-light model and expand in Southeast Asian markets.
⚠ Risk flags
Raw material price volatility (material costs rose 41.5% YoY)
Intense competition in the fragmented surface-treatment sector
Limited pricing power
👀 What to Watch
Monitor the sustainability of operating margins, which are historically range-bound (5-8%), and track the revenue contribution from the newly integrated high-performance coatings segment.
52% PAT Growth in Q1 FY27; Consolidated Revenue up 32% YoY to ₹86.48 Cr
Chembond Chemicals reported a strong start to FY27 with consolidated revenue growing 32.3% YoY to ₹86.48 Cr. Net profit for the quarter rose 52.3% YoY to ₹9.55 Cr, reflecting improved operational performance following the 2025 demerger and integration of Water and Construction units. While revenue saw a sequential decline from Q4 FY26 (₹101.38 Cr), the year-on-year trajectory remains robust with EPS increasing to ₹3.54 from ₹2.33.
high confidence
What changedThe company has reported its first-quarter results for FY27, showing significant year-on-year growth in both revenue and profitability following its 2025 structural demerger.
Why it mattersThe results demonstrate the financial viability and growth potential of the consolidated entity post-demerger, specifically its ability to scale the specialty chemicals business across water and construction segments.
Consolidated Revenue (Q1 FY27): ₹86.48 CrConsolidated PAT (Q1 FY27): ₹9.55 CrYoY Revenue Growth: 32.3%YoY PAT Growth: 52.3%EPS (Q1 FY27): ₹3.54
📅 Short termThe strong YoY growth in profitability is likely to be viewed positively by the market in the coming weeks, confirming the success of the recent business restructuring.
📈 Long termThe company's focus on infrastructure segments like metros, dams, and roads, combined with its 50-year brand legacy, provides a structural growth runway if execution remains consistent.
⚠ Risk flags
Seasonal volatility in construction chemicals due to monsoons
Commodity price risk affecting material costs
👀 What to Watch
Monitor the impact of the monsoon season on the Construction Chemicals division in Q2, as historical data suggests outdoor activities like waterproofing and road work may slow down. Watch for the continued integration of the German JV (Chembond Calvatis) and its contribution to the industrial hygiene segment.
Chembond Material Technologies to Hold 51st AGM; Recommends ₹2.00 Final Dividend
Chembond Material Technologies has scheduled its 51st Annual General Meeting for July 17, 2026, to transact several key business items. The Board has recommended a final dividend of ₹2.00 per equity share (40% of face value ₹5) for the financial year ended March 31, 2026. The record date for dividend eligibility is July 2, 2026, with the payout expected to commence on or after July 22, 2026. Other agenda items include the adoption of audited financial statements and the re-appointment of Mr. Jaywant K. Tawade as a Director.
Key Highlights
Recommended a final dividend of ₹2.00 per equity share (40% on face value of ₹5) for FY 2025-26.The 51st Annual General Meeting (AGM) is scheduled for July 17, 2026, at 10:00 AM IST via Video Conferencing.Record date for dividend eligibility is July 2, 2026, with payment starting July 22, 2026.Proposed remuneration of ₹1,35,000 plus taxes for Cost Auditor M/s. Aatish & Associates for FY 2026-27.Agenda includes the formal adoption of standalone and consolidated audited financial statements for FY 2025-26.
👀 What to Watch
Investors should ensure their bank details and KYC are updated with the RTA or DP by July 2, 2026, to receive the dividend. Review the FY26 Annual Report for insights into the company's growth trajectory and operational efficiency.
Chembond Material Technologies has declared a dividend of Rs. 2.00 per equity share for the financial year ended March 31, 2026. The company has issued a detailed communication regarding Tax Deducted at Source (TDS) under the Income-tax Act, 2025. Resident shareholders with a valid PAN will be subject to 10% TDS, while those without a valid PAN or with an inoperative PAN will face a 20% deduction. Shareholders eligible for lower or nil tax rates must submit the required documentation by June 26, 2026.
Key Highlights
Dividend of Rs. 2.00 per equity share (Face Value Rs. 5) declared for FY 2025-26.Standard TDS rate of 10% for resident shareholders with valid PAN; 20% for invalid or unlinked PAN.No TDS for resident individuals if the total dividend for the tax year does not exceed Rs. 10,000.Deadline for submitting tax exemption forms (Form 121/Form 41) is June 26, 2026.The 51st Annual General Meeting (AGM) to approve the dividend is scheduled for July 17, 2026.
👀 What to Watch
Shareholders should ensure their PAN is updated and linked with Aadhaar to avoid a higher 20% TDS. Eligible investors should submit Form 121 or relevant tax residency certificates to the company by June 26, 2026, to claim exemptions.
Chembond Material Technologies Sets July 2, 2026, as Record Date for FY26 Dividend
Chembond Material Technologies has announced July 2, 2026, as the record date to determine shareholder eligibility for the dividend of the financial year 2025-26. The company's 51st Annual General Meeting (AGM) is scheduled for July 17, 2026, where the dividend will be formally declared. If approved by members, the dividend payment will commence on or after July 22, 2026. This follows the company's name change from Chembond Chemicals Limited.
Key Highlights
Record date for dividend eligibility is fixed as Thursday, July 2, 2026The 51st Annual General Meeting (AGM) is scheduled for Friday, July 17, 2026Dividend payment for FY 2025-26 will be processed on or after July 22, 2026E-voting period for the AGM starts on July 14 and ends on July 16, 2026
👀 What to Watch
Investors interested in the dividend should ensure they hold the stock before the ex-dividend date. Monitor the AGM outcomes for the final approval of the dividend payout.
Chembond Chemicals Reports Strong H2 Performance with 34% Revenue Growth in Water Segment
Chembond Chemicals Limited (formerly Chembond Chemical Specialties Ltd) reported robust growth in its core segments for the second half of FY26 following its demerger. The Water Technologies segment, the company's largest business, saw H2 revenue rise 34% to ₹162 crores, achieving a record monthly revenue of ₹32 crores in March. Construction chemicals also showed positive momentum with a 20% revenue increase in H2 and a high PBT margin of approximately 20%. The company enters the new financial year with a strong order book and significantly improved volumes across its product lines.
Key Highlights
Water Technologies revenue grew 34% in H2 FY26 to ₹162 crores, with record monthly sales of ₹32 crores in March.Water segment volume increased by 50% in H2 to 4,813 metric tons compared to the first half of the year.Construction Chemicals revenue rose 20% in H2 to ₹13 crores, maintaining a high PBT margin of approximately 20%.Construction segment volume grew 30% to 2,590 metric tons with a Day Sales Outstanding (DSO) of 88 days.Company reported a strong order book for both chemicals and equipment systems heading into the next financial year.
👀 What to Watch
Investors should focus on the company's ability to scale the high-margin Construction Chemicals segment and the sustainability of the 50% volume growth in the Water segment. The post-demerger operational efficiency and record monthly revenues suggest a positive trajectory for the new entity.
Chembond Chemicals FY26 Revenue Grows 11.6% to ₹326.2 Cr; PAT Up 10% YoY
Chembond Chemicals reported a steady performance for FY 2025-26, with consolidated revenue reaching ₹326.15 crores, an 11.6% increase year-on-year. The company's net profit (PAT) grew by 10% to ₹34 crores, while EBITDA rose by 7% to ₹51.3 crores. The second half of the year (H2 FY26) showed significant momentum with a 35.6% revenue jump compared to H1, driven by a strong order book in the Water Technologies segment, which contributes 87% of total revenue. Despite some volatility in raw material costs due to global factors, the company maintained a positive outlook across all business units.
Key Highlights
Consolidated Revenue for FY26 stood at ₹326.15 crores, up 11.6% from ₹292.3 crores in FY25.Profit After Tax (PAT) increased by 10% YoY to ₹34.0 crores with a steady 11% margin.Water Technologies segment remains the primary driver, accounting for 87% of revenue with a 36% stronger order book in H2.H2 FY26 EBITDA grew by 31% compared to H1 FY26, reaching ₹29.1 crores due to improved margins.Construction Chemicals segment saw H2 revenue growth of 20.18% despite a prolonged monsoon impact earlier in the year.
👀 What to Watch
Investors should focus on the company's dominant Water Technologies division and its ability to maintain margins amidst raw material price volatility. The strong H2 performance and positive revenue outlook across all units suggest a healthy growth trajectory.
Chembond Chemicals Announces Rs 1.25 Dividend; Sets July 24 as Record Date
Chembond Chemicals Limited has declared a dividend of Rs. 1.25 per share, representing 25% of its Rs. 5 face value for the financial year 2025-26. The company has designated July 24, 2026, as the record date for determining shareholder eligibility for this payout. Final approval for the dividend will be sought at the 3rd Annual General Meeting scheduled for July 31, 2026. Once approved, the dividend will be paid to eligible shareholders within 30 days.
Key Highlights
Dividend of Rs. 1.25 per equity share (25% of face value) announced.Record date for dividend and e-voting cut-off is fixed as July 24, 2026.3rd Annual General Meeting (AGM) to be held on July 31, 2026.Dividend payment will be completed within 30 days of shareholder approval.
👀 What to Watch
Investors looking to benefit from the dividend should ensure they hold the stock prior to the ex-dividend date. Existing shareholders should also note the e-voting period starting July 28 to participate in company resolutions.
Chembond Chemicals Recommends Rs 1.25 Final Dividend for FY 2025-26
Chembond Chemicals has recommended a final dividend of Rs 1.25 per equity share, representing 25% of the face value of Rs 5, for the financial year 2025-26. The board has also approved the audited standalone and consolidated financial results for the quarter and year ended March 31, 2026. To be eligible for the dividend, investors must hold shares as of the record date, July 24, 2026. The final payout is subject to shareholder approval at the upcoming Annual General Meeting on July 31, 2026.
Key Highlights
Recommended a final dividend of Rs 1.25 per equity share (25% of Rs 5 face value)Approved audited standalone and consolidated financial results for FY 2025-26Fixed July 24, 2026, as the record date for identifying eligible shareholders for dividendAnnual General Meeting (AGM) scheduled for July 31, 2026, via video conferencingShare transfer books to remain closed from July 25 to July 31, 2026
👀 What to Watch
Investors seeking dividend income should ensure they hold the stock before the record date of July 24, 2026. Additionally, shareholders should review the full audited financial results to evaluate the company's performance trajectory for the next fiscal year.
Chembond Material Technologies Approves FY26 Results, Recommends ₹2.00 Dividend
Chembond Material Technologies Limited has approved its audited standalone and consolidated financial results for the fiscal year ended March 31, 2026. The Board has recommended a final dividend of ₹2.00 per equity share (40% of face value), subject to shareholder approval. The statutory auditors issued an unmodified opinion on the results, indicating a clean audit. The consolidated performance includes its subsidiary, Chembond Biosciences Limited.
Key Highlights
Recommended a final dividend of ₹2.00 per equity share (40%) on a face value of ₹5.Statutory auditors issued an unmodified opinion on both standalone and consolidated financial statements.Consolidated results include the performance of subsidiary Chembond Biosciences Limited.The Board meeting concluded at 4:45 p.m. following the approval of annual financial statements.
👀 What to Watch
Investors should review the full financial statements to assess revenue growth and margin trends in the specialty chemicals segment. The dividend declaration provides a steady return for long-term shareholders.
Chembond Chemicals Q3 FY26 Revenue Rises 15.3% YoY to ₹86.35 Cr; Net Profit at ₹9.71 Cr
Chembond Chemicals reported a robust sequential performance for Q3 FY26, with revenue increasing 18.2% QoQ to ₹86.35 crore. On a YoY basis, revenue grew 15.3%, though net profit saw a slight dip of 2.6% to ₹9.71 crore due to increased operational costs. The 9M FY26 performance remains stable with a 4.3% YoY growth in net profit to ₹23.17 crore. The company also completed the sale of its 40% stake in associate Rewasoft Solutions during the quarter.
Key Highlights
Revenue from operations grew 15.3% YoY to ₹8,634.57 lakhs in Q3 FY26.Net profit showed a strong sequential recovery of 35% QoQ, reaching ₹971.17 lakhs.Total income for the nine-month period ended Dec 2025 rose to ₹22,891.52 lakhs.Employee expenses increased significantly to ₹1,613.61 lakhs from ₹1,240.71 lakhs YoY.Divested 40% stake in Rewasoft Solutions Private Limited effective December 31, 2025.
👀 What to Watch
The stock shows strong sequential recovery in topline and bottomline, though YoY margins are under pressure from rising costs. Investors should hold and watch for margin stabilization in the upcoming quarters following the corporate restructuring.
Chembond Q3 Revenue Rises 18.5% YoY to ₹62.9 Cr; Net Profit Drops 51% on Exceptional Costs
Chembond Material Technologies reported a consolidated revenue of ₹62.9 crore for Q3 FY26, an 18.5% increase from the restated ₹53 crore in the previous year. However, net profit for the quarter declined sharply by 51% to ₹1.59 crore, largely due to a one-time exceptional charge of ₹1.8 crore related to new labour code gratuity requirements. While the top-line shows healthy growth, margins were pressured by higher raw material costs and increased tax expenses. The nine-month performance also shows a profit decline despite higher revenues.
Key Highlights
Consolidated Revenue from operations grew 18.5% YoY to ₹6,289.52 Lakhs.Net Profit fell 50.9% YoY to ₹158.86 Lakhs, down from ₹323.52 Lakhs in the restated Q3 FY25.Exceptional item of ₹179.61 Lakhs recorded due to incremental gratuity impact from new Labour Codes.Cost of materials consumed increased significantly to ₹3,738.10 Lakhs from ₹2,867.12 Lakhs YoY.Nine-month revenue stands at ₹17,832.03 Lakhs, up from ₹14,909.02 Lakhs in the previous year.
👀 What to Watch
Investors should monitor whether the margin compression is temporary due to the one-time gratuity hit or if rising raw material costs will continue to impact profitability. The strong revenue growth is positive, but bottom-line recovery is essential for long-term confidence.
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