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 a strong global footprint and deep customer relationships.

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

• Consistent execution across key priorities, with healthy plant utilization, operational excellence, and sustainability focus.

• Audited standalone and consolidated financial results for FY 2025-26 were approved, with unmodified opinions from statutory auditors.

• Final dividend of Rs. 10 per equity share recommended for FY 2025-26, subject to shareholder approval.

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%; PAT surged 75.2% YoY to INR 327.54 crores.

• EPS for FY26 at ₹83.85, up from ₹47.87 in FY25; standalone EPS at Rs. 91.50.

• Standalone and consolidated net profit for FY 2025-26 were Rs. 12,381.28 lakhs and Rs. 31,672.10 lakhs, respectively.

• Forex gains contributed INR 14 crores to other income.

Outlook and guidance

• Targeting 20% revenue growth and maintaining 20%+ EBITDA margins in the coming year, with further upside from capacity expansion and product mix improvement.

• Roadmap to achieve INR 5,000 crores revenue and INR 1,000+ crores EBITDA in 3-4 years; on track for ₹5,000 crore revenue and ₹1,000+ crore EBITDA by FY29-30.

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

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