Privi Speciality Chemicals (PRIVISCL) Q4 25/26 earnings summary

Executive summary

• Achieved robust growth in FY 2025-26, transforming into a resilient, diversified specialty aroma chemical platform with strong global customer relationships and innovation focus.

• Total income reached ₹2,583 crore in FY26, up 22% year-over-year, driven by volume growth and improved product mix.

• Focused on value-added and specialty products, sustainability, and disciplined execution for long-term value creation.

• Audited standalone and consolidated financial results for the year ended March 31, 2026, were approved with unmodified opinions from statutory auditors.

Financial highlights

• FY 2025-26 revenue grew 21.73% year-over-year to INR 2,582.92 crores; Q4 revenue up 15.5% YoY to INR 725.70 crores.

• EBITDA for FY 2025-26 rose 40.35% YoY to INR 665.45 crores, with margins at 25.8%; Q4 EBITDA up 25.1% to INR 184.41 crores.

• Profit after tax for FY 2025-26 surged 75.2% YoY to INR 327.54 crores; Q4 PAT at INR 95.66 crores.

• EPS for FY26 at ₹83.85, up from ₹47.87 in FY25.

• Operating cash flow reached ₹550 crores, with ₹320 crores invested in CAPEX and a reduction in total debt by ₹113 crores.

Outlook and guidance

• Targeting 20% revenue growth and maintaining 20%+ EBITDA margins in the coming year, with strong demand visibility and capacity expansion.

• Roadmap set to achieve INR 5,000 crores revenue and INR 1,000+ crores EBITDA in 3-4 years, representing a 2x growth.

• CapEx plans remain on track, with new specialty products and capacity expansions expected to drive future growth.

• Board recommended a final dividend of Rs. 10 per share for FY 2025-26, pending shareholder approval.