Chemfab Alkalis Ltd

Chemfab Alkalis Q3 FY26: Capacity Expansion Plans & Mixed Segment Results 📊

- Expanded OPVC capacity to 14,000 TPA; further expansion to 23,000 TPA planned by FY26.

- Potential new facility in central India under consideration.

- Jal Jeevan Mission extended to 2028 with ₹67,000 Cr allocation for 2025-26, expected to boost OPVC demand.

- Captive Hybrid Power Plant to provide supply from Q4 FY26, aiming for significant cost savings.

- Q3 FY26 revenue declined to ₹62.17 Cr, down 12.02% QoQ and 21.51% YoY.

- Chlor Alkali segment revenue increased 8.84% QoQ to ₹47.52 Cr.

- OPVC segment revenue fell 45.74% QoQ to ₹14.65 Cr due to Jal Jeevan Mission funding delays.

- Operational EBITDA at ₹5.17 Cr with a margin of 8.32%.

- Chlor Alkali operational EBITDA improved to ₹1.77 Cr from a loss in Q2.

- OPVC operational EBITDA stood at ₹3.40 Cr.

- Technology Modernisation Programme completed, commissioning a new plant on Dec 30, 2025 to enhance efficiency and volumes.