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Chembond Chemicals Ltd

| Quarterly Financial Results Q3 FY 2025–26

BULLISH SENTIMENT

Report Source

⬤21st Jan 26

Summary : Chembond Chemicals reported strong consolidated revenue and profit growth for Q3 and 9M 2025, despite auditor's caveats on unaudited foreign subsidiary results and ongoing evaluation of new Labour Codes impact.

Quarterly Report Analysis & Insights

Financial Disclosures

  1. Consolidated Cost of materials consumed (9M 2025): ₹8,760.82 lakhs.
  2. Consolidated Employee Benefits Expenses (9M 2025): ₹4,445.74 lakhs.
  3. Consolidated Other Expenses (9M 2025): ₹3,880.12 lakhs.
  4. Consolidated Revenue from operations (9M 2025): ₹22,476.65 lakhs.
  5. Consolidated Other Income (9M 2025): ₹414.87 lakhs.
  6. Consolidated Paid-up equity share capital: ₹1,344.83 lakhs.
  7. Consolidated Other equity (Year Ended 31.03.2025): ₹16,076.29 lakhs.
  8. Consolidated Revenue (9M 2025): ₹22,476.65 lakhs vs Standalone: ₹5,174.66 lakhs.
  9. Consolidated PBT (9M 2025): ₹3,132.83 lakhs vs Standalone: ₹800.88 lakhs.

Corporate Overview

  1. Operates through subsidiaries in Malaysia and Thailand.
  2. Evaluating the full impact of new Labour Codes.
  3. Primarily engaged in the manufacture of Specialty Chemicals.
  4. Formal and factual in reporting unaudited financial results.
  5. Considered as a single business segment (IND AS 108).

Risk Factors

  1. Unaudited foreign subsidiary financial results.
  2. Management converted foreign accounting principles.
  3. Evaluating impact of new Labour Codes.
  4. Regulatory changes from NCLT order.

Key Drivers

  1. Strong revenue growth in Q3 and 9M.
  2. Increased profit for the period.
  3. Positive earnings per share trend.
  4. Focus on Specialty Chemicals manufacturing.

Auditor’s Report

  1. Limited Review Report, not an audit opinion.
  2. Financial results of two step-down foreign subsidiaries are unaudited.
  3. Management converted foreign subsidiary results to Indian accounting principles.
  4. Auditor's conclusion on step-down subsidiaries based solely on management certified unaudited results.

Board Commentary

  1. Impact of new Labour Codes on operations and financials.
  2. NCLT order dated April 7, 2025, for demerger and amalgamation.
  3. New Labour Codes effective from November 21, 2025.

Corporate Governance

  1. Audit Committee reviewed and approved financial results.

Management Discussion & Analysis

Performance Drivers

  1. Increased consolidated revenue from operations and other income.
  2. Growth in consolidated profit for the period.

Risk Control Measures

  1. Company is evaluating the full impact of new Labour Codes.

Critical Risks

  1. Uncertainty regarding the full impact of new Labour Codes.