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HSCL

Himadri Speciality Chemical

Specialty Chemicals/ 1 document · covered since Jan 2026
Latest view
Constructive
as of 1 Jan 2026 · not a recommendation

Evidence timeline

What management said

from NSE earnings-call filings · extracted, not interpreted
Call 21-Jul-2026 · transcript PDF

Outlook, as stated

During the year, Sicona has achieved important milestones at pilot scale level, with further capacity expansion currently underway and targeted for completion by Q2 FY27, supporting intensified engagement with global cell manufacturers across multiple stages of sample approvals.

Backed by a planned capex of approximately INR70 Crores, our upcoming 200 MTPA CNT manufacturing facility targeted for commissioning in Q4FY27, is expected to position Himadri among a select group of few global manufacturers serving this high-growth market.

Over the next 3 years, we expect meaningful contributions from our speciality carbon black expansion, the rampup of Birla Tyres, the forward integration into Speciality Chemicals and the commercialization of our lithium-ion battery material business.

3.69 concrete references per 100 words spoken — counts, currency, units and named periods, not adjectives

Chart exhibits

as drawn · not updated since

No forward scenario

the call carried no figure that bridges to earnings growth.

Price chart

260 sessions to 31 Jul 2026 · daily close · our own broker data
400 600 800 Jul Sep Nov 2026 Mar May Jul vol 750.65
14 Jul 2025 → 31 Jul 2026 low ₹422.0 · high ₹800.9 · last ₹750.65 · 45.3% over the window close 50-DMA 200-DMA