Shivam Chemicals has successfully restarted its export business to the United States, ending a period of disruption caused by changes in the U.S. tariff and trade environment.

The Mumbai-based chemical manufacturer resumed supplies of renewable energy feedstock for the biofuel industry to a leading global energy company in the U.S. The move marks a strategic recovery for the firm’s international operations.

Business Resumption Details

Shivam Chemicals confirmed the recommencement of exports on September 7, 2026. The company highlighted that it has already secured further repeat export business following the initial resumption. This continuity reflects sustained demand from its key client.

The disclosure was made pursuant to the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015. The company stated that the development strengthens its presence in the international market.

Financial Implications

Based on the business secured and current visibility, Shivam Chemicals expects this segment to make a meaningful positive contribution to its turnover and profitability during the current financial year.

The company noted that this outlook is subject to prevailing market conditions, trade policies, foreign exchange movements, and the continuity of business. No specific revenue figures or volume data were disclosed in the filing.

Operational Capabilities

The continued business demonstrates Shivam Chemicals' capabilities in domestic sourcing, supply-chain management, and execution of export business in accordance with global customer requirements. The firm maintains commercial confidentiality regarding specific customers, products, volumes, pricing, and contractual terms.

What the Numbers Show

While no quantitative financial data was provided, the securing of repeat business immediately after resumption indicates strong customer retention. This suggests that the prior trade disruptions were external regulatory hurdles rather than issues with product quality or supply reliability, preserving the underlying commercial relationship with the global energy partner.

Shivam Chemicals filed its annual report for the financial year ended March 31, 2026, with the Bombay Stock Exchange. The filing confirms the 16th Annual General Meeting (AGM) will be held on September 21, 2026.

The board of directors approved the secretarial audit report and directors' report on August 27, 2026. On August 30, 2026, the company submitted the annual report and AGM notice to the exchange pursuant to Regulation 30 and Regulation 34 of the SEBI Listing Obligations and Disclosure Requirements Regulations, 2015. The annual report and notice are available on the company's website and will be sent to shareholders via email.

Financial Performance

Shivam Chemicals reported significant growth in both standalone and consolidated financial metrics for FY26 compared to FY25.

Standalone revenue increased by approximately 30%, driven by expanded trading and distribution activities. Consolidated revenue rose by roughly 27%. Net profit after tax at the consolidated level nearly tripled, reflecting improved operational efficiency and scale.

Business Developments

The company expanded its product portfolio in the feed ingredients segment by introducing amino acids and feed phosphate products sourced from China and Morocco. It also launched customized vitamin premix formulations branded as “Shivamin,” sourced from Sri Lanka.

As part of its backward integration strategy, Shivam Chemicals commenced commercial production at its leased Quick Lime manufacturing unit in Khimsar, Rajasthan. This facility currently supplies more than 50% of the raw material requirements for the hydrated lime manufacturing operations of its wholly owned subsidiary, Shivam Chemicals and Minerals Private Limited, located in Dahej, Gujarat.

Corporate Governance and Compliance

The secretarial audit report highlighted a delay in appointing a qualified Company Secretary as Compliance Officer, resulting in a penalty of ₹83,780 under Regulation 6(1) of the SEBI Listing Regulations. The company rectified this non-compliance by appointing CS Ashima Chhatwal effective January 30, 2026.

Independent Director Mr. Manish Tarachand Pande resigned on April 9, 2025. The board recommended Mr. Shivam Sanjiv Vasant for re-appointment as a director retiring by rotation at the forthcoming AGM. Mr. Vasant, who joined the company in 2019 as Executive Director, holds a Bachelor of Engineering from Bombay University and a Master's degree in Entrepreneurship from Nottingham University, UK. He manages the entire supply chain for the company.

AGM Details

The 16th AGM will be held on Monday, September 21, 2026, at 11:00 am at the company’s registered office in Mumbai. The register of members and share transfer books will remain closed from September 14, 2026, to September 21, 2026. Shareholders holding shares as of the cut-off date, September 11, 2026, are eligible to attend and vote.

The meeting agenda includes receiving, considering, and adopting the audited standalone and consolidated financial statements for FY26. Additionally, shareholders will vote on the re-appointment of Mr. Shivam Sanjiv Vasant as a director retiring by rotation.