Himadri Speciality Chemical's fair value held at ₹470.0 per share as analysts debate AI supply chain positioning near Nvidia's Vera Rubin platform

Himadri's board scheduled an April 23, 2026 meeting to review audited results for FY 2025–26, consider a final dividend of ₹0.80 per equity share, and discuss setting up a foreign subsidiary in China.

The company started commercial operations of a new 70,000 MTPA Speciality Carbon Black production line at its Mahistikry, Hooghly facility, bringing total Carbon Black capacity to 250,000 MTPA for plastics, inks, paints, coatings and other applications.

Analysts note investor focus on companies positioned near high-performance computing and AI hardware supply chains—specifically memory and optical components tied to Nvidia's Vera Rubin platform—though less direct or earlier-stage materials suppliers like Himadri attract wider valuation views.