GSFCGUJARAT STATE FERTILIZERS & CHEMICALS LTD.
Sustaining FY26 momentum into summer demand season
fertilizers · GSFC · Q1-FY27
Research Reports
10 Aug 2026
09 Aug 2026
08 Aug 2026
JGCHEMJ.G.Chemicals Ltd
J.G. Chemicals Q1 FY27: consolidated PAT +60% YoY to ₹26 Cr, margins expand
zinc oxide · margin expansion · consolidated pat growth
SOLARINDSSOLAR INDUSTRIES INDIA LTD.
Defence momentum carries the year; watch execution on ₹14,000 Cr guidance
defence exports · FY27 guidance · Q1 seasonality
LINDEINDIALinde India Limited
Margin sustenance and new capacity ramp — Q1 FY27 sets up the ASU momentum story
industrial gases · air separation unit · margin expansion
07 Aug 2026
SADHNANIQSADHANA NITROCHEM LTD.
Sadhana Nitro Chem: consolidated loss narrows to ₹0.55 Cr in Q1 FY27 as margins expand
chemical intermediates · loss narrowing · margin expansion
DECNGOLDDECCAN GOLD MINES LTD.
Deccan Gold: Q1 FY27 consolidated loss narrows YoY to ₹8.7 Cr on thin revenue
gold mining · kyrgyzstan exploration · consolidated loss
BHARATWIREBharat Wire Ropes Ltd
Bharat Wire Ropes Q1FY27: PAT down 22% YoY to ₹12.2 Cr, revenue -8%, margins compress
wire ropes · steel wire · margin compression
ELLENEllenbarrie Industrial Gases Ltd
Ellenbarrie Q1 FY27: PAT +87% YoY, but core segment profit up a more modest 21%
industrial gases · margin expansion · debt prepayment
TRANSPEKTRANSPEK INDUSTRY LTD.-$
Transpek Q1 FY27: consolidated PAT falls 43% YoY to ₹8.93 Cr on margin compression
specialty chemicals · margin compression · profit decline
GPILGODAWARI POWER & ISPAT LTD.
Godawari Power Q1 FY27: revenue +32% YoY but margin compression caps PAT growth at 3%
steel · pellets · margin compression
HINDALCOHINDALCO INDUSTRIES LTD.
Hindalco Q1 FY27: consolidated PAT ₹7,013 Cr, +75% YoY (~118% adjusted), margins expand
aluminium · copper · novelis
ULTRAMARULTRAMARINE & PIGMENTS LTD.-$
Ultramarine & Pigments Q1FY27: consolidated PAT +56% YoY on margin expansion to 13.2%
inorganic pigments · margin expansion · consolidated pat growth
LLOYDSMELLOYDS METALS AND ENERGY LTD.
Record Iron Ore Surge Tests Margin Story
iron ore production · DRI capacity · copper entry
FLUOROCHEMGujarat Fluorochemicals Ltd
Margin recovery and refrigerant ramp: the Q1 read
margin recovery · refrigerant expansion · renewable energy capex
PIINDPI Industries Ltd
Recovery Cue from a Cautious Recovery — Q1 Earnings in a Bottoming Cycle
crop chemicals · margin recovery · client demand
06 Aug 2026
RAINRain Industries Ltd
Rain Industries Q1 FY27: consolidated PAT jumps 4.1x YoY to ₹341 Cr as margins expand
carbon segment · advanced materials · margin expansion
SANDUMASANDUR MANGANESE & IRON ORES LTD.
Sandur Manganese: consolidated PAT +36% YoY to ₹228 Cr, finance costs halve, NPM at 16.6%
iron ore mining · ferroalloys turnaround · debt reduction
GULPOLYGULSHAN POLYOLS LTD.
Gulshan Polyols Q1FY27: standalone PAT triples YoY to ₹53.5 Cr as OPM expands to 12.5%
ethanol · biofuel · grain processing
CHEMPLASTSChemplast Sanmar Ltd
Chemplast Sanmar Q1 FY27: consolidated loss widens to ₹175.6 Cr on PVC import dumping
speciality chemicals · pvc · commodity chemicals
VSTLVibhor Steel Tubes Ltd
Vibhor Steel Q1FY27: consolidated PAT -39% YoY to ₹1.9 Cr as margins compress
erw pipes · steel tubes · margin compression
SBCLSHIVALIK BIMETAL CONTROLS LTD.
Shivalik Bimetal Q1FY27: PAT up 45% YoY to ₹33 Cr, consolidated NPM expands to 18.1%
bimetal engineering · margin expansion · jv profit contribution
SHYAMCENTShyam Century Ferrous Ltd
Shyam Century Ferrous posts ₹0.81 Cr Q1 loss as discontinued ops wind-down continues
discontinued operations · ferro silicon · asset held for sale
GOODLUCKGoodluck India Ltd
Goodluck India Q1 FY27: consolidated PAT jumps 67% YoY as defence ramp lifts margins
defence manufacturing · margin expansion · export growth
ADVANCEAdvance Agrolife Ltd
Advance Agrolife Q1 FY27: standalone PAT +152% YoY, margins expand as revenue nearly doubles
agrochemicals · margin expansion · seasonal quarter
IGPLI G PETROCHEMICALS LTD.
IG Petrochemicals turns to ₹66 Cr consolidated profit in Q1 FY27 as margins triple YoY
petrochemicals · phthalic anhydride · maleic anhydride
05 Aug 2026
NAVINFLUORNavin Fluorine International Limited-$
Navin Fluorine Q1 FY27: consolidated PAT doubles YoY to ₹243 Cr, crushes Street estimates
specialty chemicals · cdmo · margin expansion
PCBLPCBL Ltd
Strong PAT, Hollow Volumes — PCBL's Earnings Quality Problem
earnings quality · inventory gain · volume guidance
PCBLPCBL Ltd
Strong PAT, flat volumes; structural tailwinds ahead
inventory gains · spot pricing · tariff advantage