Q2 2025 PCBL Ltd Earnings Call Transcript
Key Points
- PCBL Ltd (BOM:506590) reported a 14% year-on-year increase in consolidated sales volume of carbon black, reaching 1.48 lakh tons.
- Consolidated revenue from operations surged by 45% year-on-year, driven by better realization, higher sales volume, and revenue from the recently acquired ACO Chemicals.
- The company achieved the highest power generation and sales volume during the quarter, with power generation increasing by 25% year-on-year.
- PCBL Ltd is amid an aggressive capacity expansion program, aiming to reach 1 million tons capacity in carbon black by FY27-28.
- The company has executed a joint venture agreement to develop nano silicon products for lithium-ion batteries, indicating a strategic move into the battery chemical space.
- The global business environment remains turbulent, with freight rates having increased by 35-40%, impacting margins.
- Aqua Farm's volume growth was flat this quarter, attributed to ongoing cost structure improvements and global business uncertainties.
- The company is facing challenges in the oil and gas sector in the US, leading to lower capacity utilization and margin pressure.
- PCBL Ltd's current capacity constraints limit its ability to commit to new customers or expand existing customer contracts.
- The company is not comfortable with its current debt levels and aims to reduce its debt-to-equity ratio, which may take additional time.
Ladies and gentlemen, good day. And welcome to PCBL Limited Q2 FY25 earning conference call hosted by ICICI Security. As a reminder, all participant line will be in the listen-only mode and there will be an opportunity for you to ask questions after the presentation conclude. Should you need assistance during the conference call? Please signal an operator by pressing star then zero on your Touchstone phone. Please note that this conference is being recorded. I now hand the conference over to Mr Sanjesh Jain, please. Thank you and over to you, sir.
Thanks Nivedita, sir. Good afternoon, everyone on the call. Thank you for joining on the PCBL Limited Q2 F Y25 results conference call. We have PCBL management on the call represented by Mr Kaushik Roy, managing director, Mr Raj Gupta CFO Mrsi Blue head investor relation and ESC Mr FK Vice President Investor Relations. I would like to invite Mr Kaushik, try to initiate the call with his opening remo post which we will have a few. You, sir.
| Access to All Earning Calls and Stock Analysis | |
| 30-Year Financial on one screen | |
| All-in-one Stock Screener with unlimited filters | |
| Customizable Stock Dashboard | |
| Real Time Insider Trading Transactions | |
| 8,000+ Institutional investors’ 13F holdings | |
| Powerful Excel Add-in and Google sheets Add-on | |
| All data downloadable | |
| Quick customer support | |
| And much more... |
Trustpilot
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
