Privi Speciality Chemicals Ltd (PRIVISCL) Q2FY27 Concall Transcript - Sep-2026 Qtr
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Moderator: Ladies and gentlemen, good day, and welcome to Privi Speciality Chemicals Limited Q2 and H1 FY27 Earnings Conference Call. As a reminder, all participant lines will be in the listen-only mode, and there will be an opportunity for you to ask questions at the end of today's presentation. Should you need assistance during the conference call, please signal an operator by pressing star then zero on your touchtone phone. Please note that this conference is being recorded. From the management, we have with us, Mr. Mahesh Babani - Chairman and Managing Director of the company, Mr. R. S. Rajan - President of the company, Mr. Narayan S. Iyer - Chief Financial Officer of the company, Mr. Sanjeev Patil - Executive Vice President Strategy and Biotechnology, Ms. Ashwini Shah - Company Secretary and Compliance Officer. And before we begin the conference call, I would like to mention that some of the statements made during the course of today's conference call may contain forward-looking statements about the company which are based on beliefs, opinions, and expectations of the company as on date of this call. These statements are not the guarantees of future performance and may involve risks and uncertainties that are difficult to predict. I would now like to hand the conference over to Mr. Mahesh Babani - Chairman and Managing Director of Privi Speciality Chemicals. Thank you, and over to you, sir.
Mahesh Babani (Privi Speciality Chemicals Ltd): Thank you, ma'am. Good evening, everyone. This is Mahesh Babani. Thank you for joining Privi Specialities Chemicals Q2 H1 '27 earnings conference call. I'm pleased to share that we have delivered our strongest ever quarterly performance, notwithstanding very adverse global headwinds. We have achieved our highest ever sales and profitability. At the same time, we have been continuing to build the capabilities that will support the next phase of our growth. The performance reflects the strength of our underlying business, the relationships we have built with our customers, and the investments we have made in our manufacturing capabilities. Over the past few years, our focus has been building a broader, more resilient, and more differentiated specialty aroma chemical business. Reflecting our confidence in the business and our commitment to creating value for shareholders, the board has declared the company's first ever interim dividend of ₹5 per share of face value ₹10 for the financial year '26-'27. We remain encouraged by the opportunities ahead while staying focused on disciplined execution. With that, I would like to invite my team, Mr. Rajan, Sanjeev, and Narayan to discuss our operational development and the progress we are making across our expansion and product initiatives. Thank you.
Sanjeev Patil (Privi Speciality Chemicals Ltd): Thank you. This is Sanjeev Patil. Good afternoon to all the listeners and and investors. As Mahesh bhai mentioned, we have achieved our highest ever quarterly total revenue of ₹773 crore and EBITDA of ₹212 crore. This performance has been delivered against a global backdrop shaped by geopolitical uncertainty, changing trade flows, and volatility in the input and logistic cost. At the same time, customers continue to place strong emphasis on dependable supply and consistent quality. For a global specialty aroma chemical supplier like Privi,
Moderator: Ladies and gentlemen, good day and welcome to Q2 and H1 FY25 earnings conference call of Privi Speciality Chemicals Limited. As a reminder, all participant lines will be in the listen-only mode.
Moderator: Ladies and gentlemen, we'll wait for a moment while the question queue assembles. To ask a question, please press star and one.
Moderator: The first question is from the line of Rahul from ICICI Securities. Please go ahead.
Mahesh Babani (Privi Speciality Chemicals Ltd): we take the second consecutive in-person meetings of our Privi Specialty family. As I always say, there is nothing like meeting physically, and I'm very delighted with the presence that is there today.
Moderator: as they enter the main queue. In order to ensure that the management will be able to address questions from all the participants in the conference, please limit your questions to one or two per participant. Should you have a follow-up question,
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