VINYLINDIAVINYL CHEMICALS (INDIA) LTD.
Vinyl Chemicals Q1FY27: PAT up 48.8% YoY to ₹6.62 Cr on margin gains as revenue falls 34%
chemicals trading · margin expansion · revenue decline
Research Reports
30 Jul 2026
29 Jul 2026
LXCHEMLaxmi Organic Industries Ltd
Laxmi Organic Q1FY27: consolidated PAT +217% YoY as OPM more than doubles to 11.8%
specialty chemicals · margin expansion · opm recovery
CHEMFABChemfab Alkalis Ltd
Chemfab Q1 FY27: PAT up on tax credit; adjusted profit down ~24% YoY as PVC pipes slump
chlor-alkali · pvc-o pipes · deferred tax credit
BMWVENTLTDBMW Ventures Ltd
BMW Ventures Q1 FY27: PAT +32% YoY to ₹10.6 Cr, margins expand as revenue rises 26%
margin expansion · finance cost decline · tractor distribution
MOILMOIL LTD.
MOIL Q1 profit jumps 70% YoY to ₹88 Cr on mining margin gains; manufacturing idled
manganese · psu mining · margin expansion
KAMDHENUKamdhenu Ltd
Kamdhenu Q1 FY27: PAT +34% YoY to ₹28.7 Cr, entirely on investment gains; core OPM slips
steel · royalty income · franchisee model
ADANIENTADANI ENTERPRISES LTD.
Adani Enterprises posts ₹1,462 Cr Q1 loss on ₹2,644 Cr OFAC one-off; revenue up 50%
conglomerate · copper ramp-up · ofac settlement
PCBLPCBL Ltd
PCBL Q1: consolidated PAT surges 65% YoY to ₹155 Cr as carbon black margins recover
carbon black · specialty chemicals · margin expansion
SHARDACROPSharda Cropchem Ltd
Sharda Cropchem Q1: consolidated PAT -38% YoY to ₹88 Cr as forex tailwind fades; revenue up 9%
agrochemicals · margin compression · forex swing
VINATIORGAVINATI ORGANICS LTD.-$
Vinati Q1: revenue +28% YoY but margin squeeze holds consolidated PAT growth to 4.5%
specialty chemicals · margin compression · raw material inflation
MOLMeghmani Organics Ltd
Meghmani Q1: consolidated PAT nearly quadruples YoY to ₹48 Cr on margin rebound, revenue slips 12%
specialty chemicals · agrochemicals · pigments turnaround
VIDHIINGVidhi Specialty Food Ingredients Ltd-$
Vidhi Specialty Q1 revenue jumps 66% YoY to ₹146 Cr; PAT +35% but margins compress
food ingredients · specialty chemicals · food colours
28 Jul 2026
PARADEEPParadeep Phosphates Ltd
Paradeep Q1: consolidated PAT ₹393 Cr up ~24% YoY on merged base, revenue +36%
fertilisers · phosphates · mcfl merger
MANORGMangalam Organics Limited
Mangalam Organics Q1FY27: PAT falls 41% YoY on cost pressure despite 22% revenue growth
chemicals · camphor · margin compression
A1LA-1 Acid Ltd
A-1 Ltd Q1 FY27: Consolidated PAT up 429% YoY to ₹3.16 Cr on order-led revenue surge
acids and chemicals · trading business · revenue surge
APLAPOLLOAPL APOLLO TUBES LTD.
Margin Mettle: Can APL Hold EBITDA on Slowing Volumes?
steel tubes · volume miss · EBITDA margin
27 Jul 2026
LORDSCHLOLORDS CHLORO ALKALI LTD.
Lords Chloro Alkali Q1FY27: PAT +43% YoY to ₹14.95 Cr on margin gains, revenue up 6%
caustic soda · chlor alkali · margin expansion
AEROFLEXAeroflex Industries Ltd
Aeroflex Q1 FY27: consolidated PAT +162% YoY to Rs18.8 Cr, margin hits 23% guided goal early
liquid cooling · data center · capacity expansion
SPLPETROSUPREME PETROCHEM LTD.
Supreme Petrochem Q1: consolidated PAT nearly triples YoY to ₹238 Cr on margin snap-back
styrenics · polystyrene · margin expansion
BALAMINESBALAJI AMINES LTD.-$
Balaji Amines Q1: margin recovery more than doubles consolidated PAT to ₹78 Cr
specialty chemicals · amines · margin expansion
TATACHEMTATA CHEMICALS LTD.
Soda ash slump sinks Tata Chemicals consolidated PAT 81% YoY to ₹60 Cr, owners in loss
soda ash · commodity chemicals · margin compression
USHAMARTUSHA MARTIN LTD.
Usha Martin Q1: consolidated PAT ₹142 Cr, up 41% YoY as EBITDA margin nears 20% target
wire ropes · steel products · margin expansion
GRAVITAGRAVITA INDIA LTD.
Gravita Q1: consolidated PAT +14% to ₹106 Cr as copper lifts revenue 42%, margins slip
lead recycling · copper recycling · inorganic growth
EPIGRALMeghmani Finechem Ltd
Epigral Q1: adjusted PAT +25% YoY on 16% revenue growth; tax-credit base masks the print
chemicals · chloro alkali · cpvc
SUMICHEMSumitomo Chemical India Ltd
Sumitomo Chemical Q1: consol PAT +20% to ₹215 Cr on margins; revenue flat, one-off aids
agrochemicals · margin expansion · flat revenue
FAIRCHEMORFairchem Organics Ltd
Fairchem Organics PAT jumps 7.5x YoY to ₹10 Cr as OPM expands to 10.1% from 4%
speciality chemicals · oleo chemicals · margin expansion
RATNAVEERRatnaveer Precision Engineering Ltd
The Copper Clad Inflection: Ratnaveer's capex ramp pivots to earnings
Copper Clad Laminate · Import substitution · Electronics-grade materials
ResearchDeep dive6 minMetals & Mining
26 Jul 2026
25 Jul 2026
BGWTATOKKSILK+2
When Waters Rise: Western India's Factory Shutdowns
flooding · western india · operational disruption
ResearchCatalyst check6 minIndustrials & Infra
SAILSTEEL AUTHORITY OF INDIA LTD.
SAIL Q1: consolidated PAT doubles to ₹1,644 Cr on margin surge as volumes slip YoY
psu steel · margin expansion · price-led profit