• Earnings performance: Net profit rose 26% to ₹228 crore on a 28% increase in sales to ₹1,432 crore, driven primarily by margin expansion, operational efficiencies, and value-added niche products rather than volume growth.
• Capex and expansion: The company announced a fresh ₹368 crore capex across three projects: setting up India's first carbon nanotube manufacturing facility, expanding into super speciality carbon, and doubling capacity for anthraquinone and carbazole.
• Chinese dumping insulation: Management stated that its specialized product portfolio is completely delinked from Chinese dumping and commodity pricing cycles due to custom-engineered, high-tech applications.
• Long-term profit target: The company aims to double its profit after tax from ₹555 crore in FY25 to ₹1,100 crore by FY28, focusing entirely on value-added bottom-line expansion while sustaining a 30%-plus ROCE.