Privi Speciality Chemicals Limited conducted its Q3 and 9M FY26 earnings conference call on February 10, 2026, providing comprehensive insights into the company's strong financial performance and strategic growth initiatives. The management team, led by Chairman and Managing Director Mahesh Babani, outlined the company's resilient performance despite challenging global conditions and detailed expansion plans.

Strong Financial Performance Continues

The company demonstrated robust operational performance across key financial metrics for Q3FY26 and nine months ended December 31, 2025. The consolidated results reflect sustained growth momentum in the aroma chemicals segment.

Capacity Expansion and Strategic Roadmap

The management confirmed that Phase 1 capacity expansion is progressing as planned, with production capacity set to increase from 48,000 metric tons to 54,000 metric tons by March-April 2026. The company maintains its ambitious 5k:1k vision targeting ₹5,000 crores revenue and ₹1,000 crores EBITDA within 3-4 years.

Joint Venture Progress with Givaudan

Prigiv Specialties, the joint venture with Givaudan, achieved a significant milestone by turning EBITDA positive in Q3FY26. The partnership is strengthening with Givaudan providing ₹150 crores as non-interest bearing trade advance to reduce debt burden.

New Product Development and Innovation

The company is advancing its specialty chemicals portfolio with three new products under development. These include Maltol, Ethyl Maltol, Ethylene Brassylate, and notably, Cyclopentanone - which will be the world's first renewable resource-based production of this molecule.

Biotechnology and Sustainability Initiatives

The company is developing proprietary technologies for converting biomass into value-added products, with corn cob processing showing promising results. The technology has achieved 12% yield compared to industry standard of 10%, with plans for commercial scale implementation by 2028.

Market Positioning and Trade Benefits

Management highlighted significant advantages from evolving trade dynamics, particularly strengthening India-US-Europe trade arrangements. The company benefits from 18% duty advantages over Chinese competitors and zero duty in some cases, positioning it favorably in the global market.

Financial Health and Future Outlook

The company maintains strong financial discipline with debt-to-EBITDA ratio at 1.6x, well below the 2.5x ceiling. Management expressed confidence in sustaining EBITDA margins above 20%, with recent quarters delivering 25%+ margins. The planned ₹1,200 crores capex will be funded through internal accruals and debt without equity dilution.

The management emphasized the company's resilient business model in the essential aroma chemicals industry, supported by operational excellence, diversified product mix, and strategic expansion initiatives positioning it for sustained growth in the coming years.

Privi Speciality Chemicals Limited has announced that its Board of Directors will convene on February 09, 2026, to review and approve the company's quarterly financial performance, followed by an earnings conference call on February 10, 2026. These meetings represent key milestones in the company's regular financial reporting cycle and stakeholder communication.

Board Meeting Details

The board meeting has been scheduled in compliance with SEBI regulations, specifically under Regulation 29(1)(a) and 29(1)(e) of the Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015. The meeting will take place at the company's board room located at Privi House, A-71, TTC, Thane Belapur Road, Koparkhairne, Navi Mumbai, Maharashtra.

Earnings Conference Call Schedule

Following the board meeting, the company has scheduled an earnings conference call on February 10, 2026, at 4:00 PM IST. The call will discuss operational and financial performance for the quarter and nine months ended December 31, 2025, providing stakeholders with comprehensive insights into the company's business performance.

Financial Results Review

The primary agenda involves consideration and approval of unaudited standalone and consolidated financial results under Ind-AS for the quarter and nine months ended December 31, 2025. This quarterly review will provide stakeholders with insights into the company's operational and financial performance during the third quarter of fiscal year 2026.

Trading Window Restrictions

In accordance with insider trading regulations, the company has implemented trading window restrictions for designated persons and their immediate relatives. The trading window, which closed on January 01, 2026, will remain shut until the financial results are announced.

Regulatory Compliance and Transparency

The announcements demonstrate the company's adherence to regulatory requirements under Regulation 30 of SEBI LODR Regulations and commitment to transparent financial reporting. The intimations have been communicated to both BSE Limited and National Stock Exchange of India Ltd, ensuring compliance with listing obligations. A transcript of the earnings conference call will be made available on the company's official website at www.privi.com within five working days post conclusion of the call.