Chemicals
60 recent notes from companies in this sector. 20 companies tracked.
Mangalam Organics revenue up 22%, profit down 40% in Q1
Consolidated net profit at ₹7.27 crore vs ₹12.23 crore a year ago. Second straight quarter of margin compression.
Mangalam Organics revenue up 22% but profit drops 41% on cost pressure
Q1 revenue rose to ₹179.09 crore but net profit fell to ₹7.27 crore as operating costs outpaced sales growth. Auditor switch and AGM dates are routine.
Fairchem lowers utilisation target, flags margin risk from Chinese dumping
Q1 revenue of ₹176 cr and 10.1% EBITDA margin, but management cuts FY27 capacity exit target to 70-75% and warns margin gains may not stick.
Shentracon quits chemicals for jewellery, authorises ₹50 cr for fashion pivot
The nano-cap chemicals shell is becoming Midaas Fashions Limited, splitting its stock 1:2 and shifting its registered office to Maharashtra. The board also approved up to ₹50 crore for loans, investments, and guarantees.
Indian Toners Q1 net profit drops 22% as revenue slips
Revenue fell 7.4% YoY to ₹36.21 cr; net profit down 22.2% to ₹6.10 cr. Results within typical volatility for a nano-cap; auditor raised no concerns.
Indian Toners moves into premium pens — no material capex needed
The ₹303 cr toner maker is diversifying into imported writing instruments and stationery under its own brand, funded from existing resources, but disclosed no revenue targets or contract values.
A-1 Ltd Q1 revenue triples to ₹175 cr, profit jumps 5x
Chemicals drove the top line; the board approved results on 28 July 2026.
Supreme Petrochem Q1 profit more than doubles to ₹236 cr
EBITDA margin expands to 19.5% on favourable styrene-polystyrene spread and inventory gains; board clears 80,000-tonne capacity addition.
Tata Chemicals posts ₹17 cr loss, delays salt plant to 2028
Revenue rose 14% but soda ash oversupply kept net income in the red; the Valinokkam salt plant now starts in early 2028, and US exports to SE Asia remain at break-even.
Jubilant Ingrevia Q1 FY27 transcript: nothing new
The July 23 call was already aired live. The filed transcript is a routine record, not a catalyst.
Lords Chloro Alkali hits record quarter; net profit up 43%
Q1 FY27 total income of ₹106.57 cr and EBITDA margin of 21.42% are all-time highs. Results were pre-disclosed; the press release adds management colour.
Balaji Amines doubles profit, commissions India's first DME plant
Q1 net profit more than doubled to ₹78 cr as revenue rose 26% to ₹461 cr. The company also flagged completion of a 100,000 tpa dimethyl ether plant, a first for India.
Supreme Petrochem approves ₹325-cr expansion, capacity to hit 380k tonnes
New polystyrene line at Amdoshi will add 80,000 tonnes per year, funded from internal accruals. Q1 profit more than tripled to ₹236 crore.
Lords Chloro Alkali board seeks ₹500 cr borrowing limit, exceeding its market cap
Proposed debt capacity tops ₹381 cr market cap; Q1 net profit jumps 43% to ₹14.95 cr.
Supreme Petrochem Q1 profit jumps to ₹236 cr; board clears ₹325-cr expansion
Net profit surged to ₹236.3 cr from ₹80.9 cr, revenue up 24%. The board approved a ₹325 cr polystyrene line, funded internally, targeting March 2029 completion.
Supreme Petrochem net profit surges to ₹236 cr, board clears ₹325-cr expansion
Q1 standalone net profit rose to ₹236.33 crore from ₹80.92 crore a year ago. The board also approved an 80,000 TPA polystyrene line at Amdoshi, funded via internal accruals, raising total capacity to 380,000 TPA by March 2029.
Tata Chemicals: Standalone rises but consolidated profit crashes 81%
Overseas soda ash weakness dragged consolidated EBITDA 14% lower and PAT down to ₹60 cr from ₹316 cr, even as domestic business posted strong growth.
Balaji Amines net profit surges 97% in Q1 FY27
Revenue climbs 27% to ₹455.9 cr as improved margins in core amines drive a decisive quarter for the specialty chemicals maker.
Epigral bets ₹600 cr on epoxy, lifts growth target to 20%
Q1 revenue rose 15% to ₹709 cr with 25% margin as board clears forward integration into epoxy resins. Management targets ₹5,000 cr top line at optimal capacity.
Tata Chemicals' consolidated profit slides 81% as soda ash pressure persists
Standalone profit rose 12% to ₹343 crore, but group earnings were dragged by weak soda ash pricing and a joint venture loss. The segment reorganisation is cosmetic for now.
Tata Chemicals swings to ₹17 cr loss in Q1 despite 14% revenue rise
Consolidated revenue grew to ₹4,255 crore, but higher finance costs and depreciation pushed the bottom line into the red. Standalone profit, however, jumped to ₹343 crore.
Neogen raises revenue guidance, plans ₹600 cr QIP
Management lifts standalone revenue target to ₹950-1,050 cr; Dahej replacement plant on track for Q2 FY27; battery chemicals guidance maintained at ₹300 cr.
Tanfac targets 60%+ revenue growth in FY28 on HFC-32 plant
Tanfac's Q1 revenue rose 6.3% to ₹187 cr, but the real news is its FY28 revenue target of over 60% growth, backed by a ₹1,500-1,700 cr capex plan and a 20,000 MTPA HFC-32 plant 60% complete.
Epigral enters epoxy resins with two Dahej plants, capex undisclosed
Board approves a 125,000 TPA epoxy resin plant and a multi-purpose unit, both to be commissioned by H2FY28. The investment amount is not disclosed, leaving scale unmeasured.
Epigral bets ₹600 cr on epoxy resins in strategic pivot
The chemicals company posted a 25% profit jump in Q1 and announced a capex equal to 12% of market cap to enter epoxy resins, drawing over half the input value from internal production.
Epigral Q1: Revenue up 16%, adjusted PAT jumps 24%
Excluding a one-time deferred tax credit in the base quarter, profit rose on volume recovery and sequential margin improvement. The company also incorporated a subsidiary for chemical manufacturing.
Epigral logs 16% revenue growth in Q1; PAT falls on one-time credit base effect
Revenue hit ₹705 cr, EBITDA margin in line with 25% guidance. PAT slipped to ₹99.18 cr as last year's ₹80.67 cr deferred tax credit didn't repeat.
Fairchem Organics posts 8x Q1 profit jump on revenue recovery
Net profit surges to ₹10.01 crore from ₹1.17 crore a year ago. Revenue up 34% to ₹176.15 crore. Specialty chemical demand bounces back.
IVP gets ₹136.81 cr eviction order quashed by court
A Mumbai court has thrown out the port authority's ₹136.81 crore eviction order, removing an existential threat for IVP. The matter now goes back for fresh hearing.
Himadri Speciality's Q1 transcript adds no new facts
Record revenue of ₹1,432 crore and PAT of ₹228 crore were already disclosed. The transcript recaps a live call; no fresh data emerges.
Tatva Chintan transcript confirms known Q1 jump, no fresh triggers
The Q1 transcript adds nothing the live call and results filing didn't already deliver. Revenue up 43%, semiconductor qualified, ₹200 cr capex approved. All anticipated.
Rossari's margin slips to 11.6%, but management says that's the floor.
Q1 revenue rose 28% to ₹697 cr, but EBITDA margin fell 90 bps to 11.6%. The company now sees that as a near-term base and expects B2C exit to add 2-3 ppt.
Neogen eyes capital raise as battery project hits ₹1,795 cr
Board meets July 24 for Q1 results and multi-modal fundraising. No quantum disclosed, but capex need is clear and dilution costly at P/E of 178.
Chemplast's EDC plant shut after fire, financial hit unclear
The Inspector of Factories issued a prohibition order on July 19, halting operations at the Karaikal EDC plant. Chemplast was already nursing a ₹45 cr net loss and a ₹898 cr impairment.
Alkali Metals slips back into loss after profitable March quarter
Q1 net loss of ₹64.42 lakh reverses the ₹401.53 lakh profit from Mar 2026, as revenue drops 15% on weak exports.
Bhansali Engineering June quarter revenue ₹472 cr, profit ₹65 cr
Revenue jumps from ₹342 cr in March quarter and ₹308 cr a year ago. Board declares Re. 1 interim dividend, record date July 23.
Rossari Q1 revenue up 28% to ₹6,972M; profit rises but dips sequentially
Revenue rose 28% YoY, net profit edged up to ₹351M from ₹336M. Sequential profit fell 24% due to seasonal fluctuations. Board approved trivial ESOP and subsidiary transfer.
Chemplast Sanmar's EDC plant fire adds to post-impairment strain
A minor fire at Chemplast's Karaikal EDC unit is insured and caused no injuries. But the company carries a ₹3,218 cr market cap, a ₹45 cr quarterly loss, and a fresh ₹898 cr PVC write-down.
Tatva Chintan's Q1 revenue jumps 43%, semiconductor milestone in hand
Revenue at ₹167 crore as Phase Transfer Catalysts and Structure Directing Agents drive growth. First plant-scale batch of a semiconductor chemical qualified. ₹200 crore greenfield facility to break ground.
India Glycols gets NCLT nod for demerger, clears final hurdle
The National Company Law Tribunal approved the separation of bio-pharma and spirits businesses into Ennature Bio Pharma Ltd. and IGL Spirits Ltd., enabling independent listings.
Chembond Q1 revenue up 25% to ₹72.4 cr, net profit jumps 43%
Standard quarterly update shows continued momentum in specialty chemicals and animal health; routine disclosure for a nano-cap.
Tatva Chintan bets ₹200 cr on Dahej-III, borrowing limit to ₹1,000 cr
Q1 revenue up 43%, net profit more than doubled. But the real news is the greenfield expansion: a 344 KL capacity bet worth 40% of annual revenue, funded by a first move into debt.
Amal doubles sulphur dioxide capacity with ₹12 cr capex
Board approves doubling daily output to 105 tonnes from 45. Standalone Q1 profit jumps to ₹2.43 cr from ₹0.19 cr, but low base and shutdown cloud comparability.
Clean Science takes warrant for 25% of Swiss HALS start-up
Subsidiary Clean-Fino Chem gets exclusive manufacturing rights for advanced HALS. Geneus Chem is a 2022 start-up with no disclosed scale. Near-term financial impact is low.
Jayshree Chemicals posts Q1 profit, revenue up **55%**
The nano-cap chemical firm swung to a net profit of **₹7.34 lakh** from a loss a year ago, driven by its trading division. Revenue from continuing operations rose **55%** to **₹656.21 lakh**.
Himadri Speciality targets ₹2,000 cr battery materials spend
Record Q1 revenue up 28%; lithium-ion battery materials and Birla Tyres turnaround anchor the five-year roadmap.
NCLAT dismisses insolvency appeal, Ganesh Benzoplast wins legal fight
The appellate tribunal closed a case that sought to drag the chemical firm into insolvency over a subsidiary's guarantee. The dispute is over with no penalty.
Machhar profit jumps 153% on AdBlue, transport strength
Net profit rises to ₹28.89 lakh in June quarter as revenue climbs 73%. AdBlue and transport lead, explosives turn profitable. But absolute profit remains modest for this ₹24 cr nano-cap.
Vikas EcoTech promoter arrested by ED under PMLA
Enforcement Directorate took Vikas Garg into custody on July 14. The nano-cap firm's promoter faces money-laundering charges linked to foreign transactions and FPIs.
Alufluoride plant back to normal as raw material shortage resolves
The Visakhapatnam plant will resume full output after a Middle East supply disruption. The company flagged the cut on May 23, but now expects to procure enough Hydrofluosilicic Acid.
Archean-backed Offgrid starts zinc-bromide battery pilot line
10 MWh facility in UK uses zinc-bromide chemistry that directly consumes Archean's bromine. No additional investment required.
DCW CEO Amitabh Gupta retires after 55 years; no successor named
A planned departure but the micro-cap chemical company has not disclosed who will take over, introducing key-person uncertainty.
Himadri Speciality notches record Q1 revenue, margins at 22%
Battery materials ramp-up and speciality mix drive ₹228 cr net profit; management flags LFP cathode plans.
Himadri Speciality Chemical posts 28% revenue growth, approves ₹368 cr capex
Net profit at ₹228.43 crore for June quarter; board greenlights capacity expansion in Anthraquinone, carbon nano tubes, and super speciality carbon black.
DIC India fills CEO gap with parent veteran, elevates COO
New MD Hayato Kashiwagi from DIC Corporation takes over September 1; COO Asthana becomes Whole-Time Director, ending leadership uncertainty after CEO's sudden exit.
Anupam Rasayan signs LOI for up to $300M battery chemical supply
Non-binding deal with Spanish solid-state battery maker BASQUEVOLT pushes into electronic chemicals, but execution risk is high.
Plastiblends profit soars 67.5% in Q1; margin gains seen temporary
Revenue up 11% to ₹22,161 lakhs, EBITDA margin widens 297 bps to 10.98% on inventory gains; company warns benefit may reverse as raw material prices cool.
Vikas EcoTech posts ₹0.13 cr profit; auditor flags governance red flags
KSMC & Associates issued a qualified opinion on FY26 results, citing insufficient audit evidence on investments, unapproved related party transactions, and recoverability of a ₹18.50 cr loan.
Grauer & Weil lubricants head resigns; long notice suggests orderly exit
Sanjay Koul steps down effective July 9, 2026. The role is not C-suite and the company is diversified across five segments, limiting strategic impact.
IVP gets MPCB to revoke Tarapur closure order within days
The Maharashtra Pollution Control Board lifted the plant shutdown order just two weeks after issuing it, removing a huge near-term risk for the nano-cap chemicals firm.