Himadri Speciality Chemical FY26 PAT Jumps 36% to ₹755 Cr; Commissions Anode Material Facility
Himadri Speciality Chemical reported FY26 PAT of ₹755 Cr, up 36% YoY, with EBITDA at ₹1,006 Cr. Q4FY26 PAT rose 34% to ₹208 Cr. The company commissioned its first anode material facility (200 MTPA) and a 70,000 MTPA Speciality Carbon Black line on April 23, 2026. A final dividend of 80% for FY26 is recommended.
The announcement details record financial performance, significant capacity expansions in key growth areas (anode material, specialty carbon black), and strategic future plans (LFP, anthraquinone). The recommended dividend also positively impacts shareholders.
The company reported record financial results with significant year-on-year growth in EBITDA, PBT, and PAT. Additionally, the commencement of new production facilities and the recommendation of a substantial dividend indicate positive future prospects and strong operational performance.
Himadri Speciality Chemical Limited has reported its financial results for the quarter and year ended March 31, 2026. The company achieved an all-time high EBITDA of ₹1,006 Cr, PBT of ₹1,001 Cr, and PAT of ₹755 Cr for FY26, marking a year-on-year growth of approximately 19%, 24%, and 36% respectively.
For the fourth quarter of FY26 (Q4FY26), the company reported EBITDA of ₹280 Cr, PBT of ₹268 Cr, and PAT of ₹208 Cr, showing year-on-year growth of approximately 21%, 19%, and 34% respectively. Revenue from operations for FY26 stood at ₹4,660.7 Crores, while Q4FY26 revenue was ₹1,288 Crores, an increase of about 14% from Q4FY25.
On April 23, 2026, Himadri commenced operations at its first anode material production facility in Mahistikry, West Bengal, with an initial capacity of 200 MTPA. This facility utilizes indigenously developed technology and a high-purity coal tar pitch produced in-house.
The company also commenced commercial operations of a new 70,000 MTPA Speciality Carbon Black line at its Mahistikry facility, making it the world's largest single-location site for this product. This expansion brings the total Carbon Black capacity to 250,000 MTPA, with 130,000 MTPA dedicated to Speciality Carbon Black.
The Board of Directors has recommended a final dividend of 80% for FY26, subject to shareholder approval. The company's CMD & CEO, Mr. Anurag Choudhary, was honored with the Business Today India's Best CEO Award 2026 (Chemicals).
Looking ahead, Himadri is on track to commence its upcoming anthraquinone and carbazole facility in the coming quarters. Phase I of its LFP cathode active material project is progressing, with the first milestone capacity of 2,000 MTPA targeted for commencement by Q3FY27, and full operations for Phase I expected by FY29.
The company also advanced its vision in clean-tech and energy materials through a technology licensing agreement with Sicona and acquired an equity stake in International Battery Company (IBC).
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Himadri Speciality Chemical Limited filed this with the NSE as a statutory disclosure, categorised under quarterly results. It is a primary document, not a recommendation, and the desk marks it high impact, which is the band that most often changes something.
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