PCBL Ltd
NSE:PCBL

Watchlist Manager
PCBL Ltd Logo
PCBL Ltd
NSE:PCBL
Watchlist
Price: 283.25 INR 1.1% Market Closed
Market Cap: ₹111.4B

PCBL Ltd
Investor Relations

In the industrial corridors of India, PCBL Ltd. stands as a stalwart of innovation and sustainability in the carbon black manufacturing sector. Founded in 1960, it has carved its niche by blending traditional manufacturing prowess with cutting-edge technology. As the oldest and one of the largest carbon black producers in India, PCBL Ltd. has grown to be a critical supplier in the global rubber and specialty black industries. With manufacturing facilities that churn out a formidable volume of high-quality carbon black, the company caters to a diverse clientele ranging from tire manufacturers to producers of inks and coatings. This adaptability in serving varied sectors underscores PCBL’s robust business model, ensuring it can seamlessly navigate through economic ebbs and flows while maintaining a steady revenue stream.

The lifeline of PCBL's enterprise is its emphasis on environmental stewardship and energy efficiency. By integrating carbon black production with co-generation of green power, the company not only optimizes its manufacturing processes but also augments its revenue by selling surplus power. This dual mechanism of creating value draws a vivid picture of a company that aligns financial performance with ecological consciousness. Furthermore, PCBL's strategic investments in R&D reinforce its commitment to delivering customized solutions, meeting precise technical specifications of different industries, and expanding its footprint into the untapped markets of Europe and North America. Through this deft amalgamation of innovation and sustainability, PCBL Ltd. thrives, driven by a vision to dominate the global carbon landscape while pioneering a greener tomorrow.

Show more
Loading
No Stocks Selected

Compare the stock's returns with its benchmark index and competitors. Gain insights into its relative performance over time.

Select Stock to Compare
Last Earnings Call
Fiscal Period
Q3 2026
Call Date
Feb 3, 2026
AI Summary
Q3 2026

Tariff Reduction Boost: The India-U.S. trade deal lowers tariffs on key chemical exports from 50% to 18%, expected to significantly improve PCBL's U.S. sales and margins.

Export Momentum: Carbon Black exports from India have more than doubled in the last 3 years, and recent trade agreements with the U.S. and EU are expected to further drive export growth.

Challenging Quarter: Q3 saw a 2% YoY decline in Carbon Black sales volume and a 13% drop in international volumes, mainly due to tariffs and geopolitical uncertainty.

Cost Optimization: PCBL launched a company-wide cost saving program targeting INR 200 crores over 2 years, aiming for visible profit improvement.

Capacity Expansion: Key brownfield and specialty expansions were commissioned, raising total installed capacity to 850,000 tonnes/year; several new projects are underway.

Specialty & Aquapharm Recovery: Despite near-term weakness, management expects at least 20% volume growth at Aquapharm next year, supported by regulatory tailwinds and new product approvals.

Long-Term Confidence: Management reiterated guidance for substantial long-term growth, including ambitious EBITDA/tonne and PAT targets for FY '29/'30.

Sustainability Focus: PCBL maintained its EcoVadis gold rating and achieved measurable reductions in water and power consumption, furthering its ESG credentials.

Key Financials
Carbon Black Sales Volume
141,271 tonnes
Domestic Carbon Black Sales Volume
89,615 tonnes
International Carbon Black Sales Volume
51,656 tonnes
Revenue from Operations (Q3)
INR 1,846 crores
EBITDA (Q3)
INR 231 crores
Consolidated Revenue from Operations (9M FY26)
INR 6,124 crores
Carbon Black Sales Volume (9M FY26)
457,092 tonnes
EBITDA (9M FY26)
INR 834 crores
Specialty Carbon Black Sales Volume
16,700 tonnes
Power Generation (Q3)
206 million units
External Power Sales Volume (Q3)
125 million units
Aquapharm Revenue (Q3)
INR 327 crores
Aquapharm EBITDA (Q3)
INR 35 crores
EBITDA per Tonne (Carbon Black, Q3)
INR 13,800
EBITDA per Tonne (Carbon Black, 9M FY26)
INR 15,300
Other Earnings Calls

Management

Mr. Kaushik Roy M Tech
MD & Director
No Bio Available
Mr. Raj Kumar Gupta
Chief Financial Officer
No Bio Available
Mr. Vijay Joshi
Chief of Operations
No Bio Available
Mr. Kaushik Mukherjee
Chief Legal Officer, Compliance Officer, Company Secretary & Chief Investor Relations Officer
No Bio Available
Mr. Ravi Sinha
Chief of Human Resources
No Bio Available
Mr. Mainackya Ghosh
Chief of National Markets (Rubber Blacks)
No Bio Available
Mr. Jiten Keluskar
Chief Procurement Officer
No Bio Available
Mr. Gautam Kalia
Chief of International Markets (Rubber Blacks)
No Bio Available
Ms. Valerie Smits
Chief of Global R&D
No Bio Available
Lohit Shringi
Chief of Specialty Blacks
No Bio Available

Contacts

Address
WEST BENGAL
Kolkata
Duncan House, 3rd Floor, 31, Netaji Subhas Road
Contacts
+913366251461
www.pcblltd.com
Get AI-powered insights for any company or topic.
Open AI Assistant

Intrinsic Value is all-important and is the only logical way to evaluate the relative attractiveness of investments and businesses.

Warren Buffett