PCBL is down 30%

 

  • PCBL is down 30%


  • PCBL Chemical- A Global Specialty Chemical Player: Future Outlook   
  • Plan to cross 1 million MTPA carbon black capacity by FY28.  
  • Business outlook for Aquapharm remains robust with expansion projects nearing commissioning. Aquapharm expects strong growth in revenue and EBITDA in FY26.
  • PCBL anticipates continuous growth in international sales volumes over the next few years, driven by expansion into new geographies, moving up the value chain and the launch of new specialty grades. 
  • Plan to set up an initial capacity of 5,000 MTPA Acetylene black capacity by FY27 at Mundra 
  • Brownfield capacity expansion of PCBL(TN) facility by 90,000 MTPA Carbon Black and 12 MW Green Power. 
  • First phase of 30,000 MTPA to be commissioned in next few weeks and 2nd phase of 60,000 MTPA along with 12MW Green Power by FY26 end. 
  • This would take total Carbon Black capacity to 8,80,000 MTPA and Green Power capacity to 134 MW in FY26.     
  •   The demand for speciality products continues to be resilient. The end demand of carbon black from masterbatch, paints, inks and fibre maintained a stable trajectory.
  • Plan to set up a 1,000 MTPA Specialty Blacks capacity dedicated for super conductive grades and is expected to be completed by the end of FY26. 
  • PCBL is participating in the fast-growing battery chemicals market through its JV, Nanovace Technologies. Plans to manufacture nano-silicon which is to be used in anodes of Li-ion batteries. The pilot plant is under construction and should be ready in the next few months. 
  • Tyre industry growth outlook both in India as well as at global industry level, continues to remain positive. With EV penetration rising across two-wheelers and passenger vehicles, expect replacement demand to remain positive.     
  •   Aquapharm Chemicals’ expansion projects of 38,000 MTPA is nearing commissioning. This would accelerate the growth in sales volume in the coming year. Aquapharm is also evaluating brownfield capex across all manufacturing locationsincluding the US.  
  • Aquapharm Chemicals is a leading specialty water chemicals company focused on providing tailored solutions across consumer and industrial applications
  • Manufacturing Plants in India, USA & Saudi Arabia
  • Global partner of choice for 265+ customers across home care, industrial water treatment, oil & gas, pharma, textile and pulp & paper industries in more than 60 countries 
  • Among top 3 producers (Ex-China # 2) of phosphonates globally - India’s largest phosphonate producer.
  • Phosphonates accounts for over 50% revenue share in the overall product portfolio
  • Attractive new segments and green chemistries to drive growth- green chelates, Hydroxyethylidene diphosphonic Acid (HEDP) Granulation
  • Growth drivers – increased urbanization, ageing of oil wells, demand for clean water and tightening of environmental and other regulations
  • Average length of relationship for top 50 customers is ~10 years 
  • Cost-effective, and provides excellent protection against corrosion and microbial growth
  • Phosphonates improves detergency by complexing hard water ions in household and industrial cleaning applications. Usedasscaleinhibitorsinwater treatment
  • Focus on new product development with successful launches across categories through hi-tech in-house R&D facility

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