Himadri Speciality Chemical reported Q2 FY27 consolidated revenue of Rs 1,691 crore, up 58% year-on-year, with profit after tax rising 31% to Rs 231 crore. EBITDA grew 27% to Rs 303 crore. The company credits an optimized product mix and growth in advanced materials, including carbon nanotubes, speciality carbon black, LFP cathode, and synthetic anode materials. The quarter also included progress on battery supply chain moves. Sicona Battery Technologies, in which Himadri has invested, completed its acquisition of US-based Advano and secured AUD 45 million from the Australian Renewable Energy Agency for silicon-carbon anode commercialization. Himadri also highlighted its proposed Birla Tyres merger as a step toward an integrated tyre value chain. For readers tracking electrification and low-carbon supply chains, the key signal is the shift from carbon chemistry toward battery materials. The numbers are solid, but the longer-term question is how quickly these advanced materials scale and whether they meaningfully displace higher-carbon imports.
