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6 days ago

#SME #DEVSON #DevsonCatalyst #DevsonCatalystLimited Devson Catalyst H1 FY27 Concall Highlights: 👉H1 FY27 & Future Outlook : ▫️H1 FY27 financials (vs H1 FY26): 💠Revenue ₹31.69 Cr (₹3,168.78 lakh), +1.14% YoY 💠EBITDA ₹9.71 Cr (₹971.62 lakh), +10.13% YoY 💠EBITDA margin 30.66% vs 28.16%, +250 bps YoY 💠PAT ₹7.50 Cr (₹750.36 lakh), +13.12% YoY 💠PAT margin 23.68% vs 21.17%, +251 bps YoY ▫️Margin driver: higher catalyst sales 💠Catalyst ₹2,531.80 lakh vs ₹1,326.22 lakh in H1 FY26 💠Adsorbents ₹249.53 lakh vs ₹428.52 lakh 💠Ceramic balls ₹381.35 lakh vs ₹1,345.30 lakh ▫️Geographic mix: domestic 93.28% vs 57.05%; export 6.72% vs 42.95% in H1 FY26 💠Exports hit by Middle East supply chain disruption (Strait of Hormuz) 💠Middle East was ~70–80% of exports 💠Freight on a 20 ft container rose from ~$600–800 to $6,000–8,000 💠USA was affected by tariffs 💠Revenue would rise drastically if Hormuz normalises; export sales expected to improve once shipping and logistics normalise ▫️FY27 growth: expected slightly higher than last year 💠Management can maintain the past growth rate ▫️Growth levers: 💠Catalyst business is 2–3 years old and Indian customers are not fully covered yet 💠New geographies: Russia, Africa, South Korea 💠Wider product portfolio 💠Business development head hired from an MNC ▫️Operating cash flow: net operating cash flow ₹6.37 Cr in H1 FY27 ▫️IPO proceeds: fund the new manufacturing facility and long-term working capital 👉Projects and pipeline: ▫️Order book: over ₹28+ Cr as of 31 Oct 2026, scheduled for execution by March 2027 💠Mostly one-time orders, to be completed this FY 💠Export orders in hand ~₹25–28 Cr, similar to last year 💠Contractual order: a 100-ton contract with call-off POs of 10–15 tons, timing uncertain 💠Tender pipeline details to be shared later ▫️Second facility (new plant): 💠Operational by Q1 FY28 💠Expansion of ~5,000 MT; total planned capacity 11,293 MTPA 💠₹1.07 Cr advance paid for the factory shed; PEB structure ordered, labour quarters complete, erection ~3 months after Diwali 💠Machinery order to close in ~15 days; machinery delivery in 3–4 months 💠4,000 sq m vs 7,000 sq m for the existing plant; more automated, catalyst-oriented process from the first stage 💠Fungible between catalyst and adsorbent 💠Utilisation can reach ~50% in FY28; saturation sooner if a new product is commercialised 💠Funded from IPO proceeds ▫️Third facility: only once the second reaches 70–80% utilisation or is saturated by a new opportunity 💠Land already acquired ▫️Current utilisation: 80–90% ▫️Ammonia Decomposition Catalyst: commercialised through in-house R&D 💠Commercial orders received from NMDC and Tata Steel after customer evaluation ▫️PE catalyst: cage trial and physical property tests complete; chemical results awaited ▫️Pipeline: 4 more catalysts planned, along the lines of an existing catalyst and using the same raw materials 👉Q&A : ▫️Realisation per kg: not disclosed; varies by catalyst ▫️Raw materials: ~97% indigenous 💠Oxides: aluminium oxide, silica, zinc oxide, titanium, sodium carbonate 💠Anatase titania sourced from outside India 💠Ceramic inputs (clays, minerals) from Gujarat (Surendranagar/Thangadh) and Rajasthan 💠Natural gas price doubled and is passed through to customers 👉 Others : ▫️Competition: Süd-Chemie Clariant (German MNC with an India plant) 💠Entry barrier is the process know-how ▫️Reach: customers across 22 Indian states/UTs; exports to 15+ countries ▫️End sectors: oil and gas refining, petrochemicals, natural gas and hydrogen, fertilisers, steel, emission control, specialty chemicals and pharma

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