Q4 2024 PCBL Ltd Earnings Call Transcript
Key Points
- PCBL Ltd (BOM:506590) commissioned a Greenfield carbon black project in Chennai, increasing total installed capacity to 770,000 tonnes.
- The company also commissioned a cogeneration captive power plant at the Tamil Nadu site, enhancing total cogeneration power capacity to 122 megawatts.
- PCBL Ltd (BOM:506590) acquired Aquapharm Chemicals Private Limited, expanding its specialty chemical portfolio and enhancing its global market presence.
- The company reported its highest-ever quarterly financial performance with consolidated sales volume up by 20% year-on-year and EBITDA growing by 66% year-on-year.
- PCBL Ltd (BOM:506590) is focusing on research and innovation, securing two new patents and enhancing its specialty portfolio.
- The geopolitical situation, including wars and economic issues in the US and Europe, poses uncertainties for PCBL Ltd (BOM:506590).
- The company faced challenges with high-cost inventory liquidation and weak market conditions in the chemical sector, impacting Aquapharm's performance.
- PCBL Ltd (BOM:506590) has a high debt level, which may not decrease significantly in the immediate future due to ongoing and planned capital expenditures.
- The company is experiencing elevated export freight costs due to the Red Sea crisis, which may impact profitability.
- There is a risk of increased competition and potential oversupply in the carbon black market, which could pressure margins.
Ladies and gentlemen, good day and welcome to PCBL Limited Q4 FY24 results conference call hosted by ICICI Securities. (Operator Instructions) Please note that this conference is being recorded.
I now hand the conference over to Mr. Sanjesh Jain from ICICI Securities. Thank you and over to you sir.
Thanks, Manav. Good afternoon, everyone. Thank you for joining on for PCBL Limited Q4 FY24 results conference call.
We have PCBL Management on the Call represented by Mr. Kaushik Roy, Managing Director; Mr. Raj Gupta, CFO; Mr. Saket Sah, Group Head, Investor Relations & ESG; Mr. Pankaj Kedia, Vice President, Investor Relations.
I would like to invite Mr. Kaushik Roy to initiate the call with his opening remarks, post which we will have a Q&A session. Over to you, sir.
Thank you so much. A very good afternoon to each one of you, and a warm welcome to the call. Thanks for joining.
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