Bodal Chemicals Ltd (BOM:524370)
₹ 62.49 -0.9 (-1.34%) Market Cap: 7.87 Bil Enterprise Value: 15.58 Bil PE Ratio: 480.69 PB Ratio: 0.73 GF Score: 66/100
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Q2 2025 Bodal Chemicals Ltd Earnings Call Transcript

Nov 14, 2024 / 11:00 AM GMT
Release Date Price: ₹71.16 (-2.35%)

Key Points

Positve
  • Bodal Chemicals Ltd (BOM:524370) reported a 27% year-on-year growth in total revenue for the first half of FY25, driven by improved volumes across all product lines, particularly intermediates.
  • The company achieved a 25% year-on-year growth in EBITDA, primarily due to better volume and realization in dye intermediates.
  • Bodal Chemicals Ltd (BOM:524370) is India's largest integrated manufacturer of dyestuff intermediates, maintaining a significant market share globally.
  • The company is optimistic about future performance, expecting better contributions from the benzene derivatives unit starting Q4 FY25.
  • The Indian chemical industry is emerging as a preferred partner globally, with Bodal Chemicals Ltd (BOM:524370) holding a leadership position.
Negative
  • The company reported a consolidated loss after tax of 1.42 crore for the first half of FY25, despite standalone profit.
  • The dye intermediates division faced challenges due to political disturbances in Bangladesh, impacting the textile industry.
  • The benzene derivatives unit has not yet contributed to revenue due to negligible production scale and pending certifications.
  • Hyperinflation in Turkey resulted in a 1.85 crore loss for the quarter, affecting overall financial performance.
  • The company is facing delays in receiving government incentives for the caustic soda business in Punjab, impacting cash flow.


Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

BODA.NS - Bodal Chemicals Ltd
Q2 2025 Bodal Chemicals Ltd Earnings Call
Nov 14, 2024 / 11:00AM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, good day. And welcome to the Q2 H1 FY25 reserve conference call of Bodal Camp Limited. As a reminder, all participant lines will be in the listen-only mode and there will be an opportunity for you to ask questions after the presentation concludes.

Should you need assistance during the conference call? Please signal an operator by pressing star then zero on attached to phone. Please note that this conference is being recorded. I now hand the conference over to Mr Ankit Patel, executive director from Bodal Chemical Limited. Thank you and over to you, sir.

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Unidentified_2 [2]
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