from 326 today
PCBL reported a strong EBITDA beat in Q1FY27, partly driven by inventory gains. Although Aquapharm continues to lag the likely ramp-up, the medium-term outlook for the carbon black business remains constructive, supported by favourable FTAs and tariff advantages.
Ratings and target prices as published by each firm. Each summary condenses that firm's stated view in its own note and is attributed to it; no report text is reproduced.
