The shares of the company hit a fresh 52-week high of Rs 604.75 apiece in the morning trading hours of Friday. The sharp surge in Himadri Speciality Chemical’s share price added nearly Rs 3,500 crore to its market capitalisation, pulling it up to Rs 30,624 crore.
Himadri Speciality Q4 earnings
Himadri Speciality on Thursday reported a consolidated net profit of nearly Rs 201 crore for Q4 FY26, marking a 29% surge from the Rs 156 crore net profit reported in the corresponding quarter of the previous financial year. The firm’s revenue from operations meanwhile, increased around 13.5% year-on-year (YoY) to Rs 1,288 crore during the quarter under review, as compared to Rs 1,135 crore in the same period last year. EBITDA jumped over 21% YoY to Rs 280 crore in the March quarter.
For the entire financial year 2026, Himadri Speciality’s consolidated profit after tax attributable to shareholders stood at Rs 751 crore. This marks a 35% YoY increase from the Rs 556 crore net profit reported in the previous financial year. Its revenue from operations for the entire FY26 grew over 1% YoY to Rs 4,661 crore.
Himadri Speciality’s capacity addition
Himadri Speciality, in another exchange filing, announced that it has launched operations at its first anode material production facility at Mahistikry in West Bengal’s Hooghly district. The plant will have an initial installed capacity of 200 MTA. This comes after the company, back in December 2023 had announced plans for production of Lithium-ion battery (LiB) components, in phases with a total annual production capacity of 200,000 MT.
In its exchange filing released on Thursday, Himadri said, “The facility is the outcome of over 10 years of in-house research and development, covering the entire anode technology value chain—from raw material processing to finished anode material. This development strengthens the Company’s differentiated capabilities in advanced battery materials, positioning it to address the accelerating global demand arising from electric vehicles (EVs) and energy storage systems.”
The process has been designed to accommodate alternative raw material feeds, ensuring scalability and long-term resilience as the market evolves, the company said, adding that the said capacity addition is expected to further strengthen its portfolio and contribute to its production capabilities and revenue growth going forward.
Bajaj Broking in its note said that the launch of operations at the new plant is a positive for the stock.
Himadri Speciality share price
Himadri Speciality shares have jumped more than 20% in one week and over 33% in one month. In the longer term, the shares of the West Bengal-headquartered company rallied over 476% in three years and over 1,235% in five years.
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