Bodal Chemicals FY26 Net Profit Jumps 158% to 478.3M Rupees

Bodal Chemicals has released its audited standalone and consolidated financial results for the financial year ended March 31, 2026. The company reported a consolidated net profit of 478.28 million rupees for FY26, a significant increase of 158.5% compared to 185.02 million rupees in the previous year. On a standalone basis, net profit for the year stood at 470.44 million rupees, rising from 195.78 million rupees in FY25. The growth was driven by improved volumes, better realizations, and the recognition of SGST incentive income from the Punjab government.

Operational Performance

The company achieved a total consolidated income of 20,538.90 million rupees in FY26, a growth of 16.9% year-on-year. For the fourth quarter ended March 31, 2026, consolidated net profit was 320.60 million rupees, compared to 145.04 million rupees in the corresponding quarter of the previous year. Quarterly income rose to 5,906.03 million rupees from 4,532.22 million rupees. The consolidated EBITDA for Q4 FY26 stood at 711.5 million rupees, a 43.4% increase, with margins improving to 12.0% from 10.9% in the year-ago quarter.

Segment Performance

Revenue from Dye intermediates grew by 6%, Dyestuff grew by 6%, and Basic Chemicals grew by 80% on a YoY basis during FY26. In Q4 FY26, Revenue from Dye Intermediates stood at 1,936 million rupees, growing by 21% YoY, while Revenue from Dyestuffs stood at 1,441 million rupees, a growth of 15% YoY. Revenue from Basic Chemicals stood at 632 million rupees, growing by 239% YoY, driven by a rise in raw material prices such as Sulphur and an increase in finished goods prices. The Chlor Alkali business reported revenue of 3,387 million rupees for FY26, remaining in line with the previous year.

Strategic Decisions

The Board of Directors approved the sale of Unit I, located at GIDC, Vatva, Ahmedabad, as the unit was inoperative and not significant in terms of revenue. The management's ongoing rationalisation and monetisation of non-core assets has helped to maintain cashflow and profitability. Additionally, the company noted that the Benzene downstream products at the Saykha plant achieved satisfactory production levels, though margins remain under pressure due to intense competition and subdued demand.

Key Financial Metrics

The following table summarizes the consolidated financial performance for the year and quarter ended March 31, 2026:

Metric:	Year Ended 31.03.2026	Year Ended 31.03.2025	Quarter Ended 31.03.2026	Quarter Ended 31.03.2025
Net Profit:	478.3M Rupees	185.0M Rupees	320.6M Rupees	145.0M Rupees
Revenue from Operations:	20,122.4M Rupees	17,484.3M Rupees	5,880.2M Rupees	4,508.7M Rupees
Total Income:	20,538.9M Rupees	17,567.2M Rupees	5,906.0M Rupees	4,532.2M Rupees
Basic EPS (Rs.):	3.8	1.5	2.6	1.2

Revenue from operations included SGST incentive income of 269.80 million rupees recognized under the Punjab Industrial Incentive Scheme. The company also recognized exceptional items of 0.3 million rupees for the year related to a fire incident at Unit 7.

1 Day	5 Days	1 Month	6 Months	1 Year	5 Years
-1.86%	+6.51%	+9.84%	+34.74%	-3.93%	-34.16%

Bodal Chemicals has notified the stock exchanges of an upcoming Board of Directors meeting scheduled for Thursday, May 21, 2026. The meeting will be held at the company's Corporate Office — BODAL CORPORATE HOUSE, Nr. Shilaj Circle, Off. S. P. Ring Road, Thaltej, Ahmedabad — or through Video Conferencing/Other Audio-Visual Means. The intimation was submitted on May 13, 2026, and signed by Company Secretary & Compliance Officer Ashutosh B. Bhatt.

Board Meeting Agenda

The Board of Directors will convene to transact the following business at the May 21, 2026 meeting:

Agenda Item:	Details
Financial Results:	Standalone and consolidated audited financial results/statements for the financial year ended March 31, 2026
Auditors' Report:	Consideration and approval of the auditors' report on the above financial results
Other Business:	Any other business with permission of the Chairman

Trading Window Closure

In accordance with the Securities and Exchange Board of India (Prohibition of Insider Trading) Regulations 2015, and the company's Code of Conduct for Prohibition of Insider Trading and Unpublished Price Sensitive Information, Bodal Chemicals has informed all concerned persons, employees, and insiders that the trading window for dealing in the company's securities is currently closed.

The key details regarding the trading window are as follows:

Reason for Closure: Declaration of financial results for the quarter and year ended March 31, 2026
Trading Window Reopens: 48 hours after the declaration of financial results, i.e., effective May 24, 2026

The intimation was filed by the Company Secretary & Compliance Officer as part of the company's regulatory disclosure obligations under Regulation 30 of the applicable SEBI regulations.