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Chemcon Q3 Revenue Up 5% to ₹57.3 Cr; PAT Falls 42% YoY Amid Margin Pressure
Chemcon Speciality Chemicals reported a 5% YoY revenue growth in Q3 FY26 to ₹57.3 crore, though 9M FY26 revenue showed a stronger 8% growth to ₹164.6 crore. Profitability was significantly impacted, with Q3 PAT declining 42% YoY to ₹5.1 crore due to lower realizations and Chinese dumping in the organic chemicals segment. The company is diversifying through the ₹36 crore acquisition of Shivam Petrochem, which adds new products like Trityl Chloride. Expansion remains a key focus with two new units (P10 and P11) expected to be commissioned in Q4 FY26.
Key Highlights
Q3 FY26 Revenue rose 5% YoY to ₹57.3 crore, while 9M FY26 Revenue grew 8% to ₹164.6 crore.
EBITDA for Q3 FY26 fell to ₹6.7 crore from ₹11.3 crore YoY, with margins contracting due to pricing pressures.
Acquired Shivam Petrochem Industries for ₹36 crore via slump sale to expand into new chemical intermediates.
Inorganic chemicals volume dropped to 1,045 MT in Q3 FY26 vs 1,428 MT YoY, hit by reduced oil drilling activity.
New manufacturing units P10 and P11 are scheduled for commissioning in Q4 FY26 to enhance organic chemical capacity.
💼 Action for Investors
Investors should monitor the stabilization of margins and the successful integration of the Shivam Petrochem acquisition. While volume growth is visible in organic chemicals, the impact of Chinese dumping and global demand remains a significant headwind to watch.
Chemcon Q3 Net Profit Drops 42% YoY to ₹5.09 Cr Despite 5% Revenue Growth
Chemcon Speciality Chemicals reported a mixed set of results for Q3 FY26, with revenue from operations growing 5.4% YoY to ₹57.32 crore. However, the company's net profit saw a sharp decline of 42.2% YoY, falling to ₹5.09 crore from ₹8.81 crore in the same quarter last year. This margin compression is largely attributed to higher raw material costs and increased operational expenses. For the nine-month period ended December 2025, net profit stands at ₹17.23 crore, down from ₹20.51 crore in the previous year.
Key Highlights
Revenue from operations increased to ₹57.32 crore in Q3 FY26 from ₹54.39 crore in Q3 FY25.
Net profit for the quarter fell significantly to ₹5.09 crore compared to ₹8.81 crore YoY.
Earnings Per Share (EPS) declined to ₹1.39 from ₹2.40 in the corresponding quarter of the previous year.
Cost of materials consumed rose to ₹29.33 crore in Q3 FY26, up from ₹26.94 crore in Q3 FY25.
The company is proceeding with the ₹36 crore acquisition of Shivam Petrochem Industries to expand its business undertaking.
💼 Action for Investors
Investors should be cautious as rising input costs are severely impacting the bottom line despite steady top-line growth. Monitor the integration of the Shivam Petrochem acquisition to see if it provides the necessary scale to improve operating margins.
Chemcon Speciality Chemicals Q3 FY26 PAT Drops 42% YoY to ₹5.09 Cr Despite Revenue Growth
Chemcon Speciality Chemicals reported a 5.4% YoY increase in revenue to ₹57.33 crore for the quarter ended December 31, 2025. However, net profit saw a significant decline of 42.2% YoY, falling to ₹5.09 crore from ₹8.81 crore in the same period last year. The profitability was impacted by rising raw material costs and a sharp spike in finance costs, which rose to ₹66.73 lakhs from ₹9.32 lakhs in the previous quarter. The company also finalized the acquisition of Shivam Petrochem Industries for ₹36 crore during this period.
Key Highlights
Revenue from operations increased 5.4% YoY to ₹57.33 crore.
Net Profit (PAT) declined 42.2% YoY to ₹5.09 crore, down from ₹8.81 crore.
Finance costs surged significantly to ₹66.73 lakhs in Q3 FY26 compared to ₹9.32 lakhs in Q2 FY26.
9M FY26 PAT stands at ₹17.23 crore, a 16% decline compared to ₹20.51 crore in 9M FY25.
Completed the acquisition of Shivam Petrochem Industries for a consideration of ₹36.00 crore.
💼 Action for Investors
Investors should be cautious as the company is facing significant margin compression despite steady revenue growth. Monitor the impact of the Shivam Petrochem acquisition on future earnings and whether the company can stabilize its rising finance and operational costs.
Chemcon Completes Acquisition of Shivam Petrochem Industries for ₹36 Crore
Chemcon Speciality Chemicals has finalized the acquisition of Shivam Petrochem Industries, a promoter group entity, for a total consideration of ₹36 crore. The transaction was executed via a slump sale on a going concern basis, following shareholder approval at the 36th AGM held in September 2025. The company has confirmed the full payment of the consideration and the fulfillment of all conditions precedent under the Slump Sale Agreement. This acquisition integrates a related-party business into the listed entity, marking a significant step in the company's consolidation strategy.
Key Highlights
Acquisition of Shivam Petrochem Industries completed for a lump-sum consideration of ₹36 crore.
The transaction was structured as a slump sale on a going concern basis from a promoter group entity.
Shareholders previously approved this Material Related Party Transaction on September 11, 2025.
All conditions precedent and actions contemplated under the agreement have been duly fulfilled as of December 25, 2025.
The acquisition is now fully consummated with the transfer of the business undertaking completed.
💼 Action for Investors
Investors should monitor the upcoming quarterly results to assess the margin and revenue contribution from this new acquisition. While the deal is completed, the synergy benefits and the valuation at which this promoter-group asset was acquired remain key points for long-term assessment.