Transpek Q1 FY27: steady revenue, softer margins, and a wider growth roadmap

Q1 FY27 total revenue from operations including other income was 155.1 crore, EBITDA including other income was 24.1 crore, and PAT was 8.9 crore (consolidated).

Total revenue from operations (including other income) declined 6.5% YoY to 155.1 crore, EBITDA declined 32.4% YoY to 24.1 crore, and PAT declined 42.7% YoY to 8.9 crore.

Polymer 48.7%, Specialty 22.5%, Others 18.7%, and Pharma 10.1% (based on application).

International revenue was 84.4% and domestic was 15.6%. Region-wise, North America was 52.0%, Europe 16.9%, India 15.6%, and Rest of World 15.4%.

The company highlighted sharp escalation in sulphur and chlorine prices, elevated freight costs, increased transit time, constrained vessel availability, and uncertainty related to the West Asia conflict impacting global demand and supply conditions.

The company highlighted receiving the EcoVadis Gold Medal (top 5% in the chemical sector) and renewal of Responsible Care certification, valid from July 2026 to June 2029.

The company highlighted product development beyond acid chlorides, geographic expansion including new customers in Eurasia and South America, and continued sustainability practices including waste reduction, water recycling, renewable energy and bio-fuel utilization.