PCBL Limited reported robust operating performance with record sales volumes in both domestic and international markets. The company remains optimistic about future demand despite current challenges in the supply chain and logistics. Management expressed confidence in navigating market dynamics and leveraging growth opportunities.

Strong performance with record sales volumes.

Management Tone: Optimistic

Performance Overview

Business Progress

Future Outlook

Financial Highlights
Sales Volume: 116,594 metric tonnes (highest ever)
EBITDA Margin: 15% (slight reduction)
Profit After Tax: Rs. 337 Crores (up 82% YoY)
Year-to-Date Sales: Rs. 3,228 Crores (up 80% YoY)

Operational Excellence
Domestic sales: 76,621 metric tonnes
International sales: 39,973 metric tonnes (highest ever)
Export sales increased by 18% QoQ

Key Achievements
Achieved highest ever power generation at 150 million units.
Launched new specialty black products with record sales.

Strategic Updates
Greenfield project in Tamil Nadu progressing well.
Brownfield expansion of 40,000 metric tonnes of specialty lines initiated.

Future Guidance
Expect improved domestic demand as supply chain issues resolve.
Focus on leveraging opportunities from consolidation in the Chinese carbon black industry.

Strategic Priorities
Continue expanding product portfolio and market reach.
Enhance sustainability initiatives and ESG practices.

Risk Factors
Higher logistic costs impacting margins.
Ongoing semiconductor shortages affecting OEM production.