Transpek Industry FY26 Review: Stable Margins, Weak Q4

FY26 total revenue from operations (including other income as presented) was 645.7 crore, EBITDA was 117.9 crore (18.3% margin), and PAT was 45.6 crore (7.1% margin).

Q4 FY26 total revenue from operations was 152.5 crore versus 173.0 crore in Q4 FY25 (down 11.9%). EBITDA was 22.0 crore versus 40.0 crore (down 44.9%). PAT was 6.6 crore versus 19.3 crore (down 65.8%).

FY26 revenue breakup was 83.1% international and 16.9% domestic. Region-wise FY26 breakup was 62.9% North America, 11.5% Europe, 16.9% India, and 8.7% ROW. Q4 FY26 international share was 81.6%.

FY26 sales distribution based on application was 63.5% polymer, 9.7% pharma, 9.7% specialty, and 17.1% others.

The Board recommended a dividend of 20 per equity share (200% of face value) for FY26, subject to shareholders’ approval at the AGM.

The company highlighted product development including additional acid chlorides and other products under development, geographic expansion including new customers in Eurasia and South America, and sustainability practices including waste reduction, water recycling, renewable energy and biofuel utilization.