PCBL CHEMICAL LIMITED

During the Q1 FY27 Earnings Conference Call held on July 29, 2026, management reported a strong performance with consolidated revenue growth of 17% year-on-year, EBITDA growth of 23%, and a profit after tax increase of 65%. Management highlighted the volatility in costs due to geopolitical factors but noted effective monetization of spot market exposure. They discussed structural tailwinds benefiting the company, including favorable trade agreements and a tightening global supply chain. Domestic sales showed strong growth, while export realizations were impacted by high freight costs. Management emphasized ongoing investments in specialty carbon black and battery materials, with a focus on innovation and market expansion. They also introduced the new CEO of Aquapharm Chemicals, who expressed optimism about growth opportunities. Overall, management conveyed confidence in sustaining growth despite short-term challenges in the operating environment.

Management emphasized strong performance and growth opportunities despite some challenges.