Incorporated in 1989, Vinati Organics Ltd manufactures specialty organic intermediaries and Monomers. The company is the world’s largest producer of IBB and ATBS with a 65% market share. It is the only manufacturer of TBA, TB, Amine, Butyl Phenols, OSBP, and DSBP. The company serves over 40 clients including Chemtall Inc., BASF Corporation, Mitsubishi Corporation, SNF, Dow Europe GMBH, etc. It enters long-term supply contracts with its customers, for its two primary products IBB and ATBS. Presenting below are its Q1 FY26 earnings results.
Q1 FY26 Earnings Results
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Revenue: ₹542 crore, up by 3.2% year-over-year (YoY).
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Net Profit (PAT): ₹113 crore, up 31.4% YoY, marking solid profitability growth.
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EBIT: ₹164 crore, up 29.5% YoY; EBIT margin at 25.1% (up from 21.1% in Q1 FY25).
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Net Profit Margin: 18.8%, improved from 15.8% last year.
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EPS: ₹10.88, up by 31.08% over the same period ; Q1 estimated EPS in line with profitable growth.
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Share Price: Closed at ₹1,671.30 on August 14, 2025, up 2.45% from previous close.
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Market Cap: Approx. ₹17,325 crore.
Management Commentary & Strategic Highlights
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Strong double-digit growth in both revenue and profits credited to enhanced demand for specialty chemicals and cost-optimization measures.
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Margins expanded as value-added products (notably IBB and ATBS segments) drove topline, with higher operating leverage.
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Management continues to focus on expanding product portfolio, process excellence, and strengthening export markets.
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Board maintains an optimistic outlook for the rest of FY26, supported by global specialty and industrial chemical demand.
Q4 FY25 Earnings Results
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Revenue: ₹648 crore, up by 17.8% on the YoY basis. (Q4 tends to be seasonally weaker).
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Net Profit (PAT): ₹104 crore, up by 23% over the same period last year
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EBIT Margin: 24%.
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Net Profit Margin: 17.7%.
To view the company’s previous earnings and latest concall transcripts, click here to visit the Alphastreet India news channel.