Clean Science and Technology (CLEAN) Q4 25/26 earnings summary

Executive summary

• Achieved resilient EBITDA margins in Q4 FY2026 despite challenging market conditions, with a rebound in base business and continued sales momentum in HALS products.

• FY2026 saw robust profitability, underpinned by new product launches and increased contribution from innovative specialty chemicals.

• Export revenues comprised 61% of consolidated sales, reflecting strong global demand and diversified customer base.

• Audited standalone and consolidated financial results for Q4 and FY ended March 31, 2026, were approved, showing continued profitability and growth.

• Final dividend of ₹4 per equity share recommended for FY 2025-26, subject to shareholder approval.

Financial highlights

• Q4 FY2026 consolidated revenue rose 14% sequentially to ₹249 crore, but declined 6% year-over-year.

• Q4 FY2026 consolidated EBITDA increased 33% sequentially to ₹96 crore, with EBITDA margin at 38.9%.

• FY2026 consolidated revenue was ₹957 crore, down 1% year-over-year; consolidated PAT was ₹230 crore, down 13%.

• Standalone revenue from operations for FY 2026 was ₹9,223.16 million, up from ₹8,153.35 million year-over-year.

• Standalone net profit for FY 2026 was ₹2,923.02 million, up from ₹2,512.17 million year-over-year.

Outlook and guidance

• Strategic focus on ESG, sustainability, and green chemistry to capture opportunities from global demand shifts.

• Continued investments in new product development and greenfield capex to drive long-term growth.

• Plans to expand export customer base and capitalize on import substitution opportunities in India.

• Final dividend of ₹4 per share proposed, reflecting confidence in ongoing cash generation.