Shares of Himadri Speciality Chemical Limited (HSCL) surged to a fresh 52-week high of ₹791.40 after the company reported a stellar 27.4% year-on-year jump in Q1 FY27 net profit to ₹228.43 crore, driven by robust top-line momentum and expanding high-margin speciality operations. The market rally was further bolstered by board approval for a ₹368 crore capital expenditure plan to establish India's first Carbon Nano Tube (CNT) manufacturing facility and expand speciality carbon black capacities.Record Financial Performance BreakdownThe clean-tech and advanced materials manufacturer delivered its highest-ever quarterly performance across revenue, operating EBITDA, and net profit for the quarter ended June 30, 2026.Key Performance HighlightsMetricQ1 FY27Q1 FY26YoY GrowthRevenue from Operations₹1,431.88 Cr₹1,118.29 Cr+28.04%Consolidated Net Profit (PAT)₹228.43 Cr₹179.36 Cr+27.36%Operating EBITDA₹313.00 Cr₹235.16 Cr+33.10%Diluted Earnings Per Share (EPS)₹4.55₹3.68+23.64%The core Carbon Materials and Chemicals division remained the primary engine of operational strength, contributing ₹1,278.90 crore to overall top-line performance compared to ₹1,112.85 crore in the prior-year period.Strategic Shift: ₹368 Crore Capex into Battery & Advanced MaterialsTo capitalize on the global transition toward electric vehicles (EVs) and clean energy storage, the board approved a ₹368 crore capex push aimed at downstream, technology-intensive solutions:Carbon Nano Tube (CNT) Plant (₹70 Cr): Setting up a 200 MTPA facility expected to be commissioned by Q4 FY27, positioning Himadri among an elite group of global producers supplying next-generation materials for lithium-ion batteries, semiconductors, and aerospace applications.Super Speciality Carbon Black (₹170 Cr): Converting 6,000 MTPA capacity to produce high-margin super speciality carbon black for battery chemistry, coatings, and engineered plastics.Capacity Expansion (₹128 Cr): Doubling production capacities for key specialized derivatives, including Anthraquinone and Carbazole.Market Sentiment & Analyst OutlookHimadri’s stock has demonstrated sustained bullish momentum, outperforming sector benchmarks with gains of over 50% past year and delivering multibagger returns over a three-year horizon.Management Perspective: "Despite global geopolitical challenges, our performance was improved by a favorable product mix across our core business and the continued ramp-up in speciality materials, reflecting our strategic pivot up the value chain toward higher-margin, future-ready solutions." — Anurag Choudhary, CMD & CEO, Himadri Speciality Chemical.Also Read :- Suzlon Energy to Announce Q1 FY27 Results on July 28 as Shares Drop 10% in July
