💡 Complete Q&A: Himadri Concall | LFP Plant, Anode CAPEX, Tyre Expansion & Margins

📢 Himadri Speciality Chemical Ltd (HSCL) Q1 FY26 Concall Highlights – Investor Questions & Management Replies

In this video, we bring you the complete Q&A session from HSCL’s Q1 FY26 earnings call held on 18th July 2025. Investors raised sharp questions on battery materials (anode, cathode, LFP), carbon black, tyre business (Birla Tyres), naphthalene products (Durofresh™), margins, exports and long-term growth strategy.

✅ What you’ll learn in this video:

Opportunities in anode materials after U.S. duties on Chinese graphite

Status of LFP cathode project & Prabal 2000 with IBC

Volume growth outlook, coal tar pitch debottlenecking & carbon black expansion

Updates on Birla Tyres ramp-up, CAPEX plans & brand strategy

Performance of Durofresh™ naphthalene balls in B2C markets

Margin drivers: product mix, operational efficiencies & waste heat recovery

Export strategy & global market positioning

Long-term vision for Phase 3 (post-FY27) growth

🎯 If you’re an investor, analyst or someone tracking the speciality chemicals, carbon black, EV battery material & tyre industry, this video is packed with insights directly from management.

⚠️ Disclaimer:
This video is for educational purposes only. It summarizes the company’s latest conference call & investor presentation. No buy/sell recommendation or investment advice is given. Please consult your financial advisor before making investment decisions.
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