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Styrenix Reports Q2 FY27 Consolidated Revenue of Rs 997 Cr and PAT of Rs 23 Cr
Styrenix Performance Materials published its earnings call transcript for Q2 FY27. For the quarter, consolidated total income stood at Rs 997 crore with an EBITDA of Rs 75.6 crore (7.6% margin) and PAT of Rs 23 crore on consolidated sales volumes of 55.1 KT. Standalone operations delivered Rs 781 crore in total income (up 26.5% YoY) and PAT of Rs 51.2 crore. Management indicated that Phase 1 capacity expansion remains on track to come on stream towards the end of the current financial year.
உச்சம் நம்பிக்கை
என்ன மாறியதுFiling of the full transcript of the Q2 and H1 FY27 earnings conference call held on October 29, 2026.
ஏன் இது முக்கியம்Provides detailed operational color on standalone vs consolidated divergence, showing lower consolidated margins (7.6%) due to Thailand operations and details on high-margin OEM substitution in HIPS.
📅 குறுகிய காலம்Earnings details and commentary are already priced in following the results and call; sentiment will hinge on managing input volatility in H2.
📈 நீண்ட காலம்Phase 1 capacity commissioning and the strategic substitution of imported ABS grades (like refrigeration liner) could structurally expand domestic volume share and operating leverage.
⚠ அபாய எச்சரிக்கைகள்
Margin drag from Thailand operations relative to standalone business
Volatile raw material costs and global styrene monomer import price dependency
👀 கவனிக்க வேண்டியவை
Track the commercial commissioning timeline and ramp-up of the Phase 1 capacity expansion towards the end of FY27, along with the margin turnaround at the Thailand subsidiary.
Styrenix Q2 FY27 Investor Presentation: Cons PAT Drops 48.2% YoY to ₹23.2 Cr
Styrenix Performance Materials released its Q2 FY27 investor presentation, reporting consolidated revenue growth of 24.4% YoY to ₹993.5 crore. However, consolidated PAT dropped 48.2% YoY to ₹23.2 crore as EBITDA margins contracted from 11.0% to 7.6%, heavily dragged by regional capacity overhang and margin pressure in its Thailand business. Standalone performance remained relatively resilient with PAT flattish at ₹51.2 crore (up 0.8% YoY). Management confirmed that Phase 1 of its brownfield ABS expansion (50 KT) remains on schedule for commissioning in H2 FY27.
உச்சம் நம்பிக்கை
என்ன மாறியதுSubmission of the Q2 FY27 investor presentation outlining standalone and consolidated earnings, capacity timelines, and regional headwinds.
ஏன் இது முக்கியம்Demonstrates persistent margin headwinds from the acquired Thailand operations and global feedstock swings, offsetting steady standalone volumes and domestic market leadership.
📅 குறுகிய காலம்Consolidated earnings degradation (-48% PAT YoY) may keep sentiment weak in the immediate near term.
📈 நீண்ட காலம்Long-term performance hinges on stabilizing Thailand profitability and commissioning domestic ABS brownfield capacity to capture import substitution demand.
⚠ அபாய எச்சரிக்கைகள்
Severe margin compression in Thailand operations due to regional capacity overhang
Input cost volatility from 100% imported Styrene Monomer requirements
Rising competitive intensity from domestic Mass ABS capacity expansions
👀 கவனிக்க வேண்டியவை
Track the commercial turnaround and utilization trajectory of the Thailand subsidiary over the targeted 2-year window, alongside the H2 FY27 commissioning timeline for the 50 KT ABS expansion.
Styrenix Standalone Q2 Total Income at ₹731.06 Cr; Thai Unit Posts ₹29.62 Cr Loss
Styrenix Performance Materials announced its Q2 FY27 results (quarter ended September 30, 2026), reporting standalone total income of ₹731.06 crore compared to ₹770.53 crore in the preceding quarter and ₹617.46 crore in Q2 FY26. Standalone profit before exceptional items and tax for the quarter was ₹22.29 crore. The consolidated results reflect an ongoing drag from the step-down subsidiary (Styrenix Thailand), which clocked revenue of ₹226.15 crore but posted a net loss of ₹29.62 crore for the quarter. Standalone cash and cash equivalents improved marginally to ₹16.97 crore as of September 30, 2026.
உச்சம் நம்பிக்கை
என்ன மாறியதுApproval and release of standalone and consolidated unaudited Q2 and H1 FY27 financial results.
ஏன் இது முக்கியம்While domestic engineering polymer operations remain stable, the substantial net loss at the acquired Thailand facility continues to dilute consolidated profitability.
Standalone Total Income (Q2): ₹731.06 கோடிPrior Quarter Income (Q1): ₹770.53 கோடிThailand Unit Loss (Q2): ₹(29.62) CrStandalone Cash and Cash Equivalents: ₹16.97 கோடி
📅 குறுகிய காலம்Quarterly operational results will likely weigh on investor sentiment due to sequential revenue compression and sustained losses from overseas assets.
📈 நீண்ட காலம்Performance will hinge on the successful turnaround of the Thai entity and expanding ABS/SAN volumes to offset global raw material margin volatility.
⚠ அபாய எச்சரிக்கைகள்
Subsidiary drag: Continued net losses of ₹29.62 crore at the Thailand unit.
Input cost sensitivity: High exposure to imported Styrene Monomer price fluctuations.
👀 கவனிக்க வேண்டியவை
Track management commentary regarding operational turnaround and capacity utilization at the Thailand subsidiary, as well as raw material (Styrene Monomer) cost pass-through trends in domestic operations.
Styrenix reported a robust Q1 FY27 with standalone EBITDA surging 133.9% YoY to 201.4 cr, driven by a massive 1,420 bps margin expansion to 26.1%. This financial performance came despite a 26% decline in standalone sales volumes (38.9 KT) caused by Middle East geopolitical disruptions and price volatility in the unorganized sector. Consolidated revenue stood at 1,014.2 cr, supported by the Thailand operations which are currently in a 12-24 month product validation phase. Management confirmed that the brownfield ABS capacity expansion remains on track for commissioning within FY27.
உச்சம் நம்பிக்கை
என்ன மாறியதுThe company achieved record-high standalone EBITDA margins of 26.1% despite a significant volume contraction, showcasing strong pricing power or favorable raw material spreads.
ஏன் இது முக்கியம்The margin expansion significantly offsets volume risks, and the confirmed expansion timeline provides visibility for growth beyond the current TTM revenue of 3,033 cr.
📅 குறுகிய காலம்The market is likely to react positively to the substantial profit beat and margin expansion, though volume recovery remains a key monitorable.
📈 நீண்ட காலம்Long-term growth is anchored by the ABS/SAN capacity expansion and the strategic turnaround of the Thai operations to serve the APAC region.
⚠ அபாய எச்சரிக்கைகள்
Geopolitical disruptions in the Middle East affecting supply chains
High dependency on 100% imported Styrene Monomer
Competitive intensity from domestic peers adding Mass ABS capacity
👀 கவனிக்க வேண்டியவை
Watch for the specific commissioning month of the ABS expansion in H2 FY27 and the volume trajectory of the Thailand entity as it completes product validations.
150% YoY Standalone PAT Growth in Q1 FY27; ABS Expansion on Track
Styrenix reported a robust Q1 FY27 with standalone PAT rising 150% YoY to ₹137.3 Cr, driven by a sharp expansion in EBITDA margins from 11.9% to 26.1%. Consolidated revenue reached ₹1,010.9 Cr, reflecting the full integration of the Thailand acquisition which added 185,000 TPA of capacity. Management highlighted successful navigation of supply chain disruptions in the Strait of Hormuz and maintained supply continuity. The company confirmed that the first phase of its ABS capacity augmentation is scheduled for commissioning within the current financial year.
உச்சம் நம்பிக்கை
என்ன மாறியதுThe company released its Q1 FY27 investor presentation detailing significant margin improvement and progress on its brownfield expansion plans.
ஏன் இது முக்கியம்The sharp margin expansion suggests strong pricing power or efficient raw material management despite global supply chain volatility; the upcoming capacity expansion provides a clear growth lever.
📅 குறுகிய காலம்The stock is likely to react positively to the substantial jump in profitability and margin expansion reported in the standalone results.
📈 நீண்ட காலம்Structural growth is supported by the integration of the Thailand business and the multi-phase ABS expansion aimed at capturing domestic import substitution demand.
⚠ அபாய எச்சரிக்கைகள்
High dependency on 100% imported Styrene Monomer
Geopolitical risks in the Strait of Hormuz affecting supply chains
Competitive intensity from domestic peers adding Mass ABS capacity
👀 கவனிக்க வேண்டியவை
Monitor the commissioning timeline of the ABS capacity expansion in FY27 and the operational efficiency of the Thailand unit, which is currently undergoing a turnaround to match standalone margins.
📊 கடந்த 7 நாட்கள் — உணர்வு அடிப்படையில் பகுப்பாய்வு செய்யப்பட்ட அறிவிப்புகள்
Styrenix Wins Income Tax Appeal; ₹4.38 Crore Tax Demand Deleted by ITAT
Styrenix Performance Materials Limited has received a favorable order from the Income Tax Appellate Tribunal (ITAT), Ahmedabad, regarding Assessment Year 2021-22. The tribunal has deleted transfer pricing additions of ₹17.11 crore that were previously imposed by the Income Tax Department. As a result, a corresponding tax demand of ₹4.38 crore has been completely set aside, providing a positive financial impact by removing this potential liability.
முக்கிய அம்சங்கள்
ITAT Ahmedabad allowed the company's appeal for Assessment Year 2021-22.Deletion of transfer pricing additions amounting to ₹17,11,13,551 (approx. ₹17.11 crore).Cancellation of the corresponding tax demand totaling ₹4.38 crore.The order reverses the Assessment Unit's previous order dated October 29, 2024.
👀 கவனிக்க வேண்டியவை
Investors should view this as a positive development as it successfully resolves a significant tax litigation and prevents a cash outflow of ₹4.38 crore.
Styrenix Q4 FY26 PAT Surges 58.6% to ₹84.3 Cr; EBITDA Margins Expand to 19.2%
Styrenix Performance Materials reported a robust Q4 FY26 with PAT growing 58.6% YoY to ₹84.3 crores, despite a 6.3% dip in total income to ₹658 crores. EBITDA margins saw a significant expansion of 734 basis points to reach 19.2%, driven by effective management of raw material spreads. For the full year FY26, the company maintained strong return ratios with an ROE of 25% and ROCE of 32%. While global supply chain disruptions have increased raw material costs, the company has successfully passed these through to finished product prices.
முக்கிய அம்சங்கள்
Q4 FY26 EBITDA grew 51.9% YoY to ₹126 crores with margins expanding to 19.2%.Full-year FY26 standalone sales volume increased by 5.2% to 195 KT.Consolidated annual PAT for FY26 stood at ₹182.8 crores on a total income of ₹3,454.4 crores.ABS expansion remains on track, while Polystyrene expansion is being evaluated based on demand and import pressures.Healthy return ratios maintained with ROE at 25% and ROCE at 32% for FY26.
👀 கவனிக்க வேண்டியவை
Investors should focus on the company's ability to maintain these elevated margins amidst volatile raw material costs and monitor the progress of the ABS capacity expansion. The stock remains a strong play on the specialty chemicals and polymers space given its high return ratios and prudent balance sheet.
Styrenix Q4 FY26 Standalone PAT Jumps 58% YoY to ₹84.3 Cr; EBITDA Margins Expand to 19.2%
Styrenix Performance Materials reported a strong standalone performance for Q4 FY26, with PAT rising 58.4% YoY to ₹84.3 crore despite a 6% decline in total income. The company achieved significant margin expansion, with standalone EBITDA margins climbing to 19.2% from 11.8% in the previous year's quarter. On a consolidated basis, FY26 revenue grew to ₹3,454.4 crore following the acquisition of the Thailand business, though full-year consolidated PAT was lower at ₹182.8 crore due to acquisition-related adjustments. Management is focusing on high-growth segments like Electric Vehicles (EV) and appliances while expanding its sales presence in Japan, South Korea, and Vietnam.
முக்கிய அம்சங்கள்
Standalone Q4 FY26 PAT increased 58.4% YoY to ₹84.3 crore from ₹53.2 crore.Standalone EBITDA margins expanded significantly to 19.2% in Q4 FY26 compared to 11.8% in Q4 FY25.Consolidated FY26 revenue reached ₹3,454.4 crore, up from ₹2,994.6 crore in FY25, reflecting the Thailand acquisition impact.Standalone sales volume for FY26 grew to 195.0 KT from 185.4 KT in the prior year.The company expanded its global footprint with new sales offices in Japan, South Korea, and Vietnam.
👀 கவனிக்க வேண்டியவை
Investors should take note of the significant margin improvement and the successful integration of the Thailand acquisition which is driving revenue growth. Monitor the company's ability to sustain these high margins and its penetration into the EV and appliance sectors as key growth catalysts.
Styrenix FY26 Net Profit Drops 31.7% to ₹158.55 Cr; New Auditors Appointed
Styrenix Performance Materials reported a decline in financial performance for the fiscal year ended March 31, 2026, with total income falling to ₹2,648.70 crore from ₹2,755.16 crore in the previous year. Net profit saw a significant drop of approximately 31.7%, landing at ₹158.55 crore compared to ₹232.17 crore in FY25. The company recognized an exceptional item of ₹2.78 crore related to the implementation of new Labour Codes affecting gratuity and leave encashment. Additionally, the board approved the appointment of new internal and cost auditors for the upcoming financial year 2026-27.
முக்கிய அம்சங்கள்
Total Income for FY26 decreased by 3.8% YoY to ₹2,648.70 crore.Net Profit (PAT) declined sharply by 31.7% YoY to ₹158.55 crore from ₹232.17 crore.Earnings Per Share (EPS) dropped to ₹90.16 from ₹132.02 in the previous fiscal year.Exceptional item of ₹2.78 crore recorded due to liabilities arising from new Government Labour Codes.M/s. Sharp & Tannan Associates appointed as Internal Auditors for FY 2026-27.
👀 கவனிக்க வேண்டியவை
Investors should exercise caution as the company faces significant margin pressure and a double-digit decline in profitability. Monitor the management's commentary on raw material costs and demand in the Engineering Polymers segment to see if a recovery is likely in FY27.
Styrenix FY26 PAT Rises to ₹224 Cr Despite Revenue Dip; Q4 PAT Up 43% YoY
Styrenix Performance Materials reported a 5.7% increase in annual net profit to ₹224.21 crore for FY26, despite a 4.9% decline in total income to ₹2,610.27 crore. For Q4 FY26, the company achieved a significant year-on-year profit growth of 43%, reaching ₹18.06 crore compared to ₹12.60 crore in Q4 FY25. Profitability was slightly impacted by an exceptional charge of ₹2.78 crore related to new Labour Code liabilities. Overall, the company demonstrated improved operational efficiency as margins expanded despite a lower top-line performance.
முக்கிய அம்சங்கள்
Annual Net Profit (PAT) grew by 5.7% YoY to ₹224.21 crore in FY26 vs ₹212.17 crore in FY25.Q4 FY26 PAT increased to ₹18.06 crore, a 43% jump from ₹12.60 crore in the same quarter last year.Total Income for FY26 declined to ₹2,610.27 crore from ₹2,744.38 crore in FY25.Exceptional item of ₹2.78 crore recognized due to new Labour Code gratuity and leave encashment liabilities.Full-year Earnings Per Share (EPS) improved to ₹127.50 from ₹120.66 in the previous fiscal year.
👀 கவனிக்க வேண்டியவை
Investors should take note of the company's ability to grow its bottom line and EPS despite a contraction in revenue, suggesting strong cost management. The stock remains attractive for those looking at margin-resilient players in the engineering polymers space.
Styrenix Q3 Standalone PAT Dips 7.5% to ₹44.3 Cr; Thailand Integration Impacts Margins
Styrenix Performance Materials reported a 6.2% YoY decline in standalone total income to ₹648.8 crore for Q3 FY '26, while standalone EBITDA margins improved to 11.7%. The consolidated performance was significantly impacted by the recently acquired Thailand business, which faced inventory losses due to falling raw material prices and a transition to new brand names. Despite the profit dip, standalone sales volumes grew by 7.6% YoY to 51.1 KT. Management confirmed that 90% of Thailand customers have been successfully retained during the brand validation process.
முக்கிய அம்சங்கள்
Standalone EBITDA margins improved by 80 basis points YoY to 11.7% despite lower revenue.Standalone sales volume grew 7.6% YoY to 51.1 KT, while consolidated volume reached 66 KT.Consolidated PAT stood at ₹16.3 crore, dragged down by inventory losses in the Thailand subsidiary.One-time impact of ₹3.1 crore recorded due to new labor code implementation regarding gratuity and leave encashment.Thailand business successfully transitioned most customers from INEOS brands to internal brands Absolac and Absolan.
👀 கவனிக்க வேண்டியவை
Investors should monitor the stabilization of the Thailand subsidiary as inventory losses are expected to be temporary during the brand transition phase. The standalone business remains fundamentally strong with volume growth, suggesting potential for consolidated recovery once the Thailand operations normalize.
Styrenix Receives INR 13.28 Crore Income Tax Demand; Cites Favorable High Court Precedent
Styrenix Performance Materials Limited has received an assessment order from the Income Tax Department for AY 2022-23, raising a demand of INR 13.28 crore. The demand is primarily related to transfer pricing adjustments on international transactions. Management has stated that this specific issue is already covered by a favorable Gujarat High Court order in the company's own case for earlier years. Consequently, the company expects a successful outcome at the appellate stage and does not foresee a material financial impact.
முக்கிய அம்சங்கள்
Income Tax Department raised a demand of INR 13,28,47,790 for Assessment Year 2022-23.The order pertains to transfer pricing matters relating to international transactions under Section 143(3).Company claims the issue is directly covered by a favorable Gujarat High Court ruling in its own previous cases.Management believes there is a strong likelihood of success at the appellate stage and no material impact on operations.The order was received on January 31, 2026, and disclosed to exchanges on February 02, 2026.
👀 கவனிக்க வேண்டியவை
Investors should monitor the progress of the tax appeal, but the existing legal precedent in the company's favor suggests limited risk of actual cash outflow. No immediate action is required as the company maintains a strong legal position.
Styrenix Q3 Standalone PAT at ₹44.3 Cr; Consolidated Impacted by Thailand Inventory Losses
Styrenix Performance Materials reported a standalone PAT of ₹44.3 crore for Q3 FY26, a slight decline from ₹47.7 crore YoY, despite a 7.6% increase in sales volumes to 51.1 KT. Standalone EBITDA margins improved to 11.7% from 10.9%, showing domestic resilience. However, consolidated performance was significantly dragged down by the newly acquired Thailand operations, with consolidated PAT falling to ₹16.3 crore due to inventory losses caused by falling raw material and product prices. Management remains optimistic about the medium-term benefits of the Thailand acquisition and notes a recovery in Polystyrene demand.
முக்கிய அம்சங்கள்
Standalone sales volume grew 7.6% YoY to 51.1 KT in Q3 FY26, indicating strong market leadership in ABS and SAN.Standalone EBITDA margins expanded by 80 bps YoY to 11.7% despite a slight dip in total income.Consolidated PAT dropped to ₹16.3 crore, impacted by inventory losses in the Thailand subsidiary post-acquisition.Total global capacity now stands at 185,000 TPA for ABS and 200,000 TPA for SAN following the Thailand expansion.Polystyrene demand showed recovery in Q3 after a sluggish first half of the fiscal year.
👀 கவனிக்க வேண்டியவை
Investors should monitor the stabilization of the Thailand operations and the trajectory of global polymer prices, as current consolidated earnings are being masked by one-time inventory losses. The standalone business remains fundamentally strong with improving margins.
Styrenix Q3 Profit at ₹44.35 Cr; Declares ₹23 Interim Dividend; Re-appoints Director
Styrenix Performance Materials reported a consolidated net profit of ₹44.35 crore for Q3 FY26, a sequential decline from ₹50.26 crore in the previous quarter. The board has declared a substantial second interim dividend of ₹23 per share (230%), maintaining its reputation for high shareholder payouts. Revenue from operations grew to ₹547.62 crore from ₹515.89 crore in Q2, though bottom-line performance was slightly impacted by a ₹3.10 crore exceptional item related to new labour code provisions. Leadership continuity is secured with the re-appointment of Mr. K. Ravishankar as Whole-time Director for a two-year term starting April 2026.
முக்கிய அம்சங்கள்
Declared a 2nd interim dividend of ₹23 per equity share (230%) for FY 2025-26 with a record date of Feb 5, 2026.Consolidated revenue for Q3 FY26 increased to ₹547.62 crore from ₹515.89 crore in the preceding quarter.Net profit for the quarter stood at ₹44.35 crore, reflecting a sequential dip from ₹50.26 crore.Recognized an exceptional item of ₹3.10 crore due to incremental liabilities from new Government Labour Codes.Mr. K. Ravishankar re-appointed as Whole-time Director (KMP) for a period of 2 years effective April 1, 2026.
👀 கவனிக்க வேண்டியவை
Investors should focus on the high dividend yield and ensure they hold shares by the February 5 record date to eligible for the ₹23 payout. While revenue growth is healthy, the slight sequential margin compression warrants a watch on raw material and operating costs.
⚠️இந்தத் தளம் எவ்வாறு உருவாக்கப்படுகிறது: சந்தைத் தரவுப் பக்கங்கள் NSE/BSE வெளியீடுகள் மற்றும் நிறுவனங்களின் தாக்கல்களிலிருந்து தானாகக் கணக்கிடப்படுகின்றன; செய்திக் கட்டுரைகளும் அறிவிப்புப் பகுப்பாய்வுகளும் AI உதவியுடன் எழுதப்படுகின்றன, மனித மேற்பார்வையுடன்: AI உருவாக்குவதை எங்கள் ஆசிரியர்கள் மதிப்பாய்வு செய்கின்றனர். இரண்டிலும் பிழைகள் இருக்கலாம். எந்தவொரு முதலீட்டு முடிவுக்கு முன்பும் அசல் மூலங்களில் சரிபார்க்கவும். முதலீட்டு ஆலோசனை அல்ல; Flash Finance SEBI-பதிவு பெற்றது அல்ல. நாங்கள் AI-ஐ எவ்வாறு பயன்படுத்துகிறோம்
🎁 ஆரம்பகால ஆதரவாளர்களுக்கு மட்டும் · குறுகிய கால சலுகை
எங்கள் AI பங்குச் சந்தை பகுப்பாய்வு: டெலிகிராம், வாட்ஸ்அப்பில் இலவசம்
⚡ 3500+ நிறுவனங்களை நாங்கள் உடனுக்குடன் கண்காணிக்கிறோம். NSE-யில் ஒரு நிறுவன அறிவிப்பு வெளியானதுமே, எங்கள் AI அதைப் படித்து, சுருக்கி, அதன் தாக்கத்தைச் சில நொடிகளில் உங்களுக்குச் சொல்கிறது.
இதுபோன்ற AI பகுப்பாய்வுக்குக் கட்டணத் தளங்கள் ஆண்டுக்கு ₹1,00,000-க்கும் மேல் வசூலிக்கின்றன. எங்கள் சேனல்களில் இது இலவசம்.
