Tatva Chintan FY26 Net Profit Surges to ₹420.54 Mn
Tatva Chintan Pharma Chem Limited reported a strong financial performance for FY26, with consolidated net profit surging to ₹420.54 million from ₹57.13 million in the previous year. Revenue from operations increased to ₹5,058.58 million. The Board recommended a final dividend of ₹2 per share and appointed auditors for the upcoming fiscal year.
*this image is generated using AI for illustrative purposes only.
Tatva Chintan Pharma Chem Limited's Board of Directors approved the audited standalone and consolidated financial results for the quarter and financial year ended 31 March 2026. The statutory auditors issued an unmodified audit opinion on both the standalone and consolidated financial results. The Board recommended a final dividend of ₹2 per equity share, subject to shareholder approval at the ensuing Annual General Meeting. Additionally, the Board approved the appointment of M/s. Zarna Thakar & Associates as Cost Auditor and RSM Astute Consultech Private Limited as Internal Auditor for the financial year 2026-27.
Consolidated Financial Performance
The consolidated financial results for the year ended 31 March 2026 reflect a significant improvement over the prior year. Revenue from operations rose to ₹5,058.58 million in FY26 from ₹3,827.14 million in FY25. Net profit for the year surged to ₹420.54 million from ₹57.13 million in the previous year, while total comprehensive income reached ₹452.74 million against ₹64.20 million in FY25. Basic EPS on a consolidated basis stood at ₹17.98 for FY26 compared to ₹2.44 in FY25.
For the quarter ended 31 March 2026, revenue from operations was ₹1,341.44 million compared to ₹1,078.64 million in the corresponding prior-year period. Net profit for the quarter rose to ₹103.21 million versus ₹10.30 million in Q4 of the prior year. The following table presents the key consolidated financial metrics:
| Metric | Q4 FY26 (Unaudited) | Q4 FY25 (Unaudited) | FY26 (Audited) | FY25 (Audited) |
|---|---|---|---|---|
| Revenue from Operations (₹ mn) | 1,341.44 | 1,078.64 | 5,058.58 | 3,827.14 |
| Total Income (₹ mn) | 1,337.96 | 1,085.86 | 5,094.07 | 3,850.29 |
| Total Expenses (₹ mn) | 1,172.09 | 1,065.59 | 4,523.98 | 3,774.50 |
| Profit Before Tax (₹ mn) | 165.87 | 20.27 | 570.09 | 75.79 |
| Net Profit (₹ mn) | 103.21 | 10.30 | 420.54 | 57.13 |
| Total Comprehensive Income (₹ mn) | 117.23 | 11.71 | 452.74 | 64.20 |
| Basic EPS (₹) | 4.41 | 0.44 | 17.98 | 2.44 |
Standalone Financial Performance
On a standalone basis, revenue from operations for FY26 was ₹4,962.96 million compared to ₹3,664.15 million in FY25. Profit before tax stood at ₹531.65 million for FY26, a substantial improvement from ₹4.61 million in FY25. Net profit after tax for FY26 was ₹390.82 million against ₹3.27 million in FY25. Total comprehensive income on a standalone basis was ₹392.56 million versus ₹1.10 million in the prior year, with basic EPS at ₹16.71 compared to ₹0.14. The standalone quarterly and full-year performance is summarised below:
| Metric | Q4 FY26 (Unaudited) | Q4 FY25 (Unaudited) | FY26 (Audited) | FY25 (Audited) |
|---|---|---|---|---|
| Revenue from Operations (₹ mn) | 1,326.65 | 1,076.48 | 4,962.96 | 3,664.15 |
| Profit Before Tax (₹ mn) | 149.75 | 15.54 | 531.65 | 4.61 |
| Net Profit After Tax (₹ mn) | 90.23 | 10.95 | 390.82 | 3.27 |
| Total Comprehensive Income (₹ mn) | 91.66 | 10.38 | 392.56 | 1.10 |
| Basic EPS (₹) | 3.86 | 0.47 | 16.71 | 0.14 |
Company Overview
Tatva Chintan Pharma Chem is an integrated specialty chemical company established in 1996. Its plants are located at Ankleshwar and Dahej SEZ, Gujarat, with a combined installed reactor capacity of 791KL and 39 Assembly Lines as on 31 March 2026. The company operates a State-of-the-Art R&D Unit recognised by DSIR at Vadodara, Gujarat, and holds a Credit Rating of CRISIL BBB+/Stable & A2. Its customer base spans over 25 countries, with exports constituting 75% of revenue in FY25. The company is listed on NSE and BSE, with shares outstanding of 2,33,92,055 and a market capitalisation of ₹24,618 million as on 31 March 2026.
The company's revenue in FY26 was led by Structure Directing Agents (SDA) at 41%, followed by Phase Transfer Catalysts (PTC) at 23%, and Electrolyte Salts (ESS) at 3%, with the balance from Pharmaceuticals and Agrochemical Intermediates and other Specialty Chemicals (PASC). SDA revenue stood at ₹2,045 mn in FY26, making Tatva Chintan the second-largest supplier of SDAs for zeolites globally and the largest commercial supplier in India.
Historical Stock Returns for Tatva Chintan Pharma
| 1 Day | 5 Days | 1 Month | 6 Months | 1 Year | 5 Years |
|---|---|---|---|---|---|
| +4.80% | +1.45% | -9.39% | -18.11% | +26.69% | -47.74% |
Given the ~7x surge in net profit for FY26, what specific product mix shifts or pricing improvements drove this turnaround, and are these gains sustainable into FY27?
With Electrolyte Salts (ESS) contributing only 3% of revenue despite growing EV battery demand globally, what is Tatva Chintan's strategy to scale this segment and capture a larger share of the energy storage market?
As the second-largest global SDA supplier for zeolites, how might increasing competition from Chinese specialty chemical manufacturers impact Tatva Chintan's pricing power and market share in FY27?
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