Robust quarterly financial performance with revenue of INR 2,114 crores and EBITDA of INR 325 crores (up ~2.5% QoQ).
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IP leverage and new technology push via patent grant on nanomaterials for energy storage, underpinning Nanovace/Acetylene Black initiatives.
NEGATIVES
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Tariff uncertainty and near-term pricing pressure in Rubber Black amid August price negotiations; management signals headwinds but remains confident about opportunities.
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Aquapharm margins pressured by higher freight costs and unfavourable product mix, despite volume growth, leading to margin softness in Q1.
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