{"id":128553,"date":"2022-04-20T08:39:29","date_gmt":"2022-04-20T12:39:29","guid":{"rendered":"https:\/\/44.250.171.167\/?p=128553"},"modified":"2022-10-05T06:35:19","modified_gmt":"2022-10-05T10:35:19","slug":"pcbl-ltd-q4-fy22-earnings-conference-call-summary","status":"publish","type":"post","link":"https:\/\/alphastreet.com\/india\/pcbl-ltd-q4-fy22-earnings-conference-call-summary\/","title":{"rendered":"PCBL Ltd Q4 FY22 Earnings Conference Call Summary"},"content":{"rendered":"<p><iframe loading=\"lazy\" title=\"PCBL LTD Q4 FY22 Earnings Concall\" width=\"500\" height=\"375\" src=\"https:\/\/www.youtube.com\/embed\/Kmg5_dmL76k?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe><\/p>\n<p><strong>Key highlights from PCBL Ltd (<a href=\"https:\/\/44.250.171.167\/symbol\/PCBL\/\">PCBL<\/a>) Q4 FY22 Earnings Concall<\/strong><\/p>\n<p><strong>Q&amp;A Highlights:<\/strong><\/p>\n<ul>\n<li>Dhaval Shah of Svan Investment asked how the scenario is panning out in terms of price increase. Kaushik Roy MD said that there is a sharp increase in crude price. However, the company said it doesn\u2019t want to take advantage of the situation but also want to pass a reasonable portion of cost to pass on to the customer.<\/li>\n<\/ul>\n<ul>\n<li>Dhaval Shah of Svan Investment also asked about carbon black market impacting due to sanctions in Russia. Kaushik Roy MD said that in China there is lack of availability of raw material which is impacting the supply of carbon black from China. In Russia due to sanctions, there is supply constraint. However, demand is holding and it\u2019s is an opportunity for PCBL.<\/li>\n<\/ul>\n<ul>\n<li>Jain of ICICI Securities asked how large is Russia in terms of capacity. Kaushik Roy MD replied that in terms of capacity, the size is similar like India. In terms of capacity it is 1.1 million tonnes. There the difference from India is that 30% of that is used domestically and rest 70% goes out primarily to Western Europe.<\/li>\n<\/ul>\n<ul>\n<li>Jain from ICICI Securities asked about contracted realization for power and when does it come for renewal. Kaushik Roy MD answered that typically PCBL get into contract which are 6 months to 1 year or 1.5 year max. Also typically 70-80% will go for contract and rest is normally supplied to the grid directly.<\/li>\n<\/ul>\n<ul>\n<li>Jain from ICICI Securities enquired that if there\u2019s any scope for optimizing the exiting capacity until Chennai comes down in terms of product mix or manufacturing process. Kaushik Roy MD said that the company has very limited opportunity in existing capacity. However, it will not add up to a very big number, but will give some delta.<\/li>\n<\/ul>\n<ul>\n<li>Bhavesh Chauhan with IDBI Capital asked what was PCBL\u2019s specialty volumes for 4Q22. Kaushik Roy MD answered that it\u2019s 9,350 tonnes for 4Q. And for the full year it\u2019s 34,686 tonnes to be precise.<\/li>\n<\/ul>\n<ul>\n<li>Bhavesh Chauhan with IDBI Capital enquired if the company is expecting to see a significant ramp up in specialty volumes in FY23. Kaushik Roy MD said that it\u2019s expected to see further improvement on these of around 25% growth or at around 45,000 tonnes for FY23.<\/li>\n<\/ul>\n<ul>\n<li>Bhavesh Chauhan with IDBI Capital asked if PCBL is expecting its EBITDA per tonne again going back to the INR15,000 per tonne mark. Raj Gupta CFO answered that looking at the direction the company is seeing in its performance, PCBL should be performing better than INR15,000.<\/li>\n<\/ul>\n<ul>\n<li>Peter of Kisima Wealth Management asked about the impact on PCBL\u2019s margin if oil goes every $10 above $100. Raj Gupta CFO said that the change in crude price though it impacts working capital, gross realization etc., it doesn\u2019t impact PCBL\u2019s absolute margins per tonne. It\u2019s not the right metric to evaluate the margin performance.<\/li>\n<\/ul>\n<ul>\n<li>Tarang Agrawal from Old Bridge Capital asked what proportion of the current specialty business volumes are exports and going forward will it largely be export or domestic fed growth. Kaushik Roy MD replied that currently, PCBL is roughly about 30% in domestic and 70% international. Going forward international will continue to be more as the market is much larger outside India.<\/li>\n<\/ul>\n<ul>\n<li>Bharat Sheth of Quest Investment asked about the specialty volume declining in 4Q22 vs. 3Q22, if there was any impact on the demand environment. Kaushik Roy MD answered that it was due to the market being down due to uncertainty, high inflation etc. which contributed to the quarter and Feb. had two days less for business.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>Key highlights from PCBL Ltd (PCBL) Q4 FY22 Earnings Concall Q&amp;A Highlights: Dhaval Shah of Svan Investment asked how the scenario is panning out in terms of price increase. Kaushik Roy MD said that there is a sharp increase in crude price. However, the company said it doesn\u2019t want to take advantage of the situation [&hellip;]<\/p>\n","protected":false},"author":1767,"featured_media":125416,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"jetpack_post_was_ever_published":false,"footnotes":"","jetpack_publicize_message":"","jetpack_publicize_feature_enabled":true,"jetpack_social_post_already_shared":true,"jetpack_social_options":{"image_generator_settings":{"template":"highway","default_image_id":0,"font":"","enabled":false},"version":2}},"categories":[9825,392,12],"tags":[9019],"class_list":["post-128553","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-earnings-call-highlights","category-earnings","category-other-industries","tag-specialty-chemicals"],"jetpack_publicize_connections":[],"jetpack_featured_media_url":"https:\/\/alphastreet.com\/india\/wp-content\/uploads\/2021\/11\/Earnings-Coverage.jpg","jetpack_likes_enabled":false,"jetpack-related-posts":[{"id":146245,"url":"https:\/\/alphastreet.com\/india\/pcbl-ltd-q4-fy23-earnings-conference-call-insights\/","url_meta":{"origin":128553,"position":0},"title":"PCBL Ltd Q4 FY23 Earnings Conference Call Insights","author":"Praveen","date":"May 16, 2023","format":false,"excerpt":"Key highlights from PCBL Ltd (PCBL) Q4 FY23 Earnings Concall Q&A Highlights: [00:11:53] Madhav Marda of Fidelity asked about the global carbon black scenario. Kaushik Roy MD said that in the current scenario Russia is supplying to Europe and US. However, the customers from Europe and US are looking at\u2026","rel":"","context":"In &quot;Concall Highlights&quot;","block_context":{"text":"Concall Highlights","link":"https:\/\/alphastreet.com\/india\/category\/earnings-call-highlights\/"},"img":{"alt_text":"","src":"https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2021\/11\/Earnings-Coverage.jpg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2021\/11\/Earnings-Coverage.jpg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2021\/11\/Earnings-Coverage.jpg?resize=525%2C300&ssl=1 1.5x"},"classes":[]},{"id":146822,"url":"https:\/\/alphastreet.com\/india\/pcbl-ltd-pcbl-q4-fy23-earnings-concall-transcript\/","url_meta":{"origin":128553,"position":1},"title":"PCBL Ltd (PCBL) Q4 FY23 Earnings Concall Transcript","author":"IRS_INDIA","date":"May 21, 2023","format":false,"excerpt":"PCBL Ltd (NSE:PCBL) Q4 FY23 Earnings Concall dated May. 15, 2023. Corporate Participants: Kaushik Roy\u00a0--\u00a0Managing Director Raj Kumar Gupta\u00a0--\u00a0Chief Financial Officer Analysts: Sanjesh Jain\u00a0--\u00a0ICICI Securities -- Analyst Madhav Marda\u00a0--\u00a0Fidelity -- Analyst Vishal Prasad\u00a0--\u00a0VP Capital -- Analyst Aditya Khetan\u00a0--\u00a0SMIFS Institutional -- Analyst Chintan Chheda\u00a0--\u00a0Quest Investment Advisors Private Limited -- Analyst Varship\u2026","rel":"","context":"In &quot;Earnings Call Transcripts&quot;","block_context":{"text":"Earnings Call Transcripts","link":"https:\/\/alphastreet.com\/india\/category\/transcripts\/"},"img":{"alt_text":"Earnings Conference Call Transcript","src":"https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2020\/09\/Transcript-thumbnail-e1657213425955.jpg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2020\/09\/Transcript-thumbnail-e1657213425955.jpg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2020\/09\/Transcript-thumbnail-e1657213425955.jpg?resize=525%2C300&ssl=1 1.5x"},"classes":[]},{"id":130791,"url":"https:\/\/alphastreet.com\/india\/iol-chemicals-and-pharmaceuticals-limited-q4-fy22-earnings-conference-call-insights\/","url_meta":{"origin":128553,"position":2},"title":"IOL Chemicals and Pharmaceuticals Limited Q4 FY22 Earnings Conference Call Insights","author":"Praveen","date":"June 24, 2022","format":false,"excerpt":"https:\/\/youtu.be\/HCB5WuVf8_E Key highlights from IOL Chemicals and Pharmaceuticals Limited (IOLCP) Q4 FY22 Earnings Concall \u00a0 Management Update: IOLCP is optimistic on its pharma segment as capacity for other potentially large projects are ready. Gross margin in this segment is expected to improve with improved business mix. \u00a0 Q&A Highlights: Dhaval\u2026","rel":"","context":"In &quot;Concall Highlights&quot;","block_context":{"text":"Concall Highlights","link":"https:\/\/alphastreet.com\/india\/category\/earnings-call-highlights\/"},"img":{"alt_text":"","src":"https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2021\/11\/Earnings-Coverage.jpg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2021\/11\/Earnings-Coverage.jpg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2021\/11\/Earnings-Coverage.jpg?resize=525%2C300&ssl=1 1.5x"},"classes":[]},{"id":129589,"url":"https:\/\/alphastreet.com\/india\/jubilant-ingrevia-ltd-q4-fy22-earnings-conference-call-insights\/","url_meta":{"origin":128553,"position":3},"title":"Jubilant Ingrevia Ltd Q4 FY22 Earnings Conference Call Insights","author":"Praveen","date":"May 18, 2022","format":false,"excerpt":"https:\/\/youtu.be\/q-jII_ukXcc Key highlights from Jubilant Ingrevia Ltd (JUBLINGREA) Q4 FY22 Earnings Concall Management Update: JUBLINGREA said it recorded the highest ever revenue of INR4,949 crore and highest ever EBITDA of INR863 crore in FY22, which is a growth of 42% and 38%, respectively over FY21. JUBLINGREA also commented that estimated\u2026","rel":"","context":"In &quot;Concall Highlights&quot;","block_context":{"text":"Concall Highlights","link":"https:\/\/alphastreet.com\/india\/category\/earnings-call-highlights\/"},"img":{"alt_text":"","src":"https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2021\/11\/Earnings-Coverage.jpg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2021\/11\/Earnings-Coverage.jpg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2021\/11\/Earnings-Coverage.jpg?resize=525%2C300&ssl=1 1.5x"},"classes":[]},{"id":176470,"url":"https:\/\/alphastreet.com\/india\/pcbl-chemical-ltd-pcbl-q1-2026-earnings-call-transcript\/","url_meta":{"origin":128553,"position":4},"title":"PCBL Chemical Ltd (PCBL) Q1 2026 Earnings Call Transcript","author":"News desk","date":"January 22, 2026","format":false,"excerpt":"PCBL Chemical Ltd (NSE: PCBL) Q1 2026 Earnings Call dated Jul. 23, 2025 Corporate Participants: Unidentified Speaker Kaushik Roy \u2014 Managing Director Raj Kumar Gupta \u2014 Chief Financial Officer Analysts: Unidentified Participant Sanjesh Jain \u2014 Analyst Aditya Khetan \u2014 Analyst Presentation: operator It. Sam it. Sam. It. operator Ladies and\u2026","rel":"","context":"In &quot;Earnings Call Transcripts&quot;","block_context":{"text":"Earnings Call Transcripts","link":"https:\/\/alphastreet.com\/india\/category\/transcripts\/"},"img":{"alt_text":"","src":"https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2023\/05\/Transcript-thumbnail.jpg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2023\/05\/Transcript-thumbnail.jpg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2023\/05\/Transcript-thumbnail.jpg?resize=525%2C300&ssl=1 1.5x"},"classes":[]},{"id":171130,"url":"https:\/\/alphastreet.com\/india\/pcbl-chemical-q1-fy26-earnings-results\/","url_meta":{"origin":128553,"position":5},"title":"PCBL Chemical Q1 FY26 Earnings Results","author":"Chirag Gupta","date":"September 10, 2025","format":false,"excerpt":"Incorporated in 1960, Company is a part of RP\u2011Sanjiv Goenka Group and is in the business of production of Carbon Black, speciality chemical and generation of electricity for the purpose of captive consumptions and sale of surplus to outsiders. Presenting below are its Q1 FY26 earnings results. \u00a0 Q1 FY26\u2026","rel":"","context":"In &quot;AlphaGraphs&quot;","block_context":{"text":"AlphaGraphs","link":"https:\/\/alphastreet.com\/india\/category\/infographics\/"},"img":{"alt_text":"PCBL Q1 FY26 Earnings Results","src":"https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2025\/09\/6-5.png?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2025\/09\/6-5.png?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2025\/09\/6-5.png?resize=525%2C300&ssl=1 1.5x, https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2025\/09\/6-5.png?resize=700%2C400&ssl=1 2x, https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2025\/09\/6-5.png?resize=1050%2C600&ssl=1 3x, https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2025\/09\/6-5.png?resize=1400%2C800&ssl=1 4x"},"classes":[]}],"jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/alphastreet.com\/india\/wp-json\/wp\/v2\/posts\/128553","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/alphastreet.com\/india\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/alphastreet.com\/india\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/alphastreet.com\/india\/wp-json\/wp\/v2\/users\/1767"}],"replies":[{"embeddable":true,"href":"https:\/\/alphastreet.com\/india\/wp-json\/wp\/v2\/comments?post=128553"}],"version-history":[{"count":0,"href":"https:\/\/alphastreet.com\/india\/wp-json\/wp\/v2\/posts\/128553\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/alphastreet.com\/india\/wp-json\/wp\/v2\/media\/125416"}],"wp:attachment":[{"href":"https:\/\/alphastreet.com\/india\/wp-json\/wp\/v2\/media?parent=128553"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/alphastreet.com\/india\/wp-json\/wp\/v2\/categories?post=128553"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/alphastreet.com\/india\/wp-json\/wp\/v2\/tags?post=128553"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}