Prabhudas Lilladher's research report on PCBL Chemical
PCBL Chemical Limited reported a consolidated revenue of Rs20.8bn in Q4FY25, marking an 8% YoY growth. This was primarily driven by higher carbon black volumes and incremental revenue contribution from Aquapharm. However, EBITDA/tn for the carbon black (CB) segment declined 11% QoQ to Rs17,655/tn, impacted by rising raw material costs and dumping by Russian players in the domestic market. Looking ahead, realizations are expected to see a modest uptick in Q1FY26. Aquapharm posted a 15% QoQ topline growth, supported by stabilization in yellow phosphorus prices. This led to improvement in the EBIT margin by 200bps during the quarter for this segment.
Outlook
The stock currently trades at 17x FY27 earnings. With an estimated EPS CAGR of 38% over FY25–27E, valuing the stock at 21x FY27 EPS and assigning a target price of Rs 464.
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