Navin Fluorine's Ebitda to grow 63.6% YoY aided by stronger showing across segments. Gujarat Fluorochemicals' Ebitda may grow 42.8% YoY with higher volumes in fluoropolymers. SRF's Ebitda may rise 37.3% YoY due to strong growth in specialty chemicals/ref-gas; packaging films Ebit to help given the spurt in spreads. EPL's Ebitda (+14.5% YoY) could benefit from lower input prices, steady volume growth and Ebit margin expansion in the Americas and Europe.
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ICICI Securities Report
We estimate our specialty chemicals coverage universe's revenue to grow 14% YoY/11.5% QoQ in Q4 FY25E on a low base alongside a gradual demand recovery. Ebitda too, on a low base, should grow 33% YoY/23.4% QoQ with SRF, Navin Fluorine, Gujarat Fluorochemical, Archean and BlueJet likely outperforming. Company-wise highlights:
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SRF's Ebitda may rise 37.3% YoY due to strong growth in specialty chemicals/ref-gas; packaging films Ebit to help given the spurt in spreads.
Navin Fluorine's Ebitda to grow 63.6% YoY aided by stronger showing across segments.
Gujarat Fluorochemicals' Ebitda may grow 42.8% YoY with higher volumes in fluoropolymers.
Clean Science's Ebitda may grow 7.8% YoY on higher volume off-take; margin may drop QoQ due to lower margins for HALS, as expected.
EPL's Ebitda (+14.5% YoY) could benefit from lower input prices, steady volume growth and Ebit margin expansion in the Americas and Europe.
Tatva Chintan's Ebitda may decline 49.6% YoY due to subdued revenue.
Galaxy Surfactants' volumes to grow at 5.4% YoY; Ebitda/kg may be stable QoQ, but likely fall short of guidance.
Chemplast's Ebitda to remain subdued due to depressed spreads in PVC business.
PCBL's volumes growth to recover with 6% YoY growth; but gross profit/kg to dip 6.8% YoY on high base. Aquapharm's Ebit margin trend to be subdued.
Sudarshan's revenue trajectory to improve; operating leverage should aid better margins.
Rossari's Ebitda to be flattish YoY on pressure on margins.
Archean's Ebitda (43.7% YoY) to improve significantly with volume recovery for salt and bromine.
Atul's Ebitda will likely show healthy growth of 75.5% YoY aided by improvement in spreads and higher volume off take.
BlueJet's Ebitda (+147% YoY) to benefit from sales growth resuming in PI & API segment.
Himadri's Ebitda growth (+32.6% YoY) to accelerate as low base catch-up, volume growth remains healthy, and higher gross profit/kg YoY.
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