GNFCGUJARAT NARMADA VALLEY FERTILIZERS & CHEMICALS LTD.
GNFC Q1FY27: consolidated PAT down 21% QoQ to ₹312 Cr as fertiliser losses widen
fertilisers · chemicals · margin compression
Research Reports
05 Aug 2026
DIAMINESQDIAMINES & CHEMICALS LTD.-$
Diamines Q1 FY27: consolidated loss narrows to ₹0.1 Cr YoY as standalone swings to profit
specialty chemicals · loss narrowing · standalone turnaround
ANDHRAPETANDHRA PETROCHEMICALS LTD.
Andhra Petrochemicals posts ₹3.25 Cr Q1 loss as propylene shutdown hits revenue -90% YoY
petrochemicals · plant shutdown · propylene supply
04 Aug 2026
CHEMCRUXChemcrux Enterprises Ltd
Chemcrux Q1 FY27: PAT turns around YoY to ₹0.51 Cr, down 73% QoQ as Kalichem drags
bulk drug intermediates · specialty chemicals · subsidiary drag
ELANTASELANTAS BECK INDIA LTD.-$
Elantas Beck Q1FY27: standalone PAT jumps 80% YoY as margins expand sharply
specialty chemicals · electrical insulation materials · resins
IMFAINDIAN METALS & FERRO ALLOYS LTD.
IMFA consolidated PAT surges 108% YoY to ₹192.6 Cr on record margins in Q1 FY27
ferro alloys · ferro chrome · margin expansion
ALKYLAMINEALKYL AMINES CHEMICALS LTD.-$
Alkyl Amines Q1FY27: PAT +91% YoY, revenue +30%, margins expand to 25.3%
specialty chemicals · margin expansion · inventory swing
PIDILITINDPIDILITE INDUSTRIES LTD.
Pidilite Q1 FY27: consolidated PAT +29% YoY to ₹883 Cr, margins expand, beats Street
adhesives · paints and coatings · margin expansion
BASFBASF INDIA LTD.
BASF India Q1 FY27: consolidated PAT surges 162% YoY on Materials margin rebound
specialty chemicals · margin expansion · coatings divestment
IMFAINDIAN METALS & FERRO ALLOYS LTD.
IMFA: When commodity boom meets new capacity
ferro alloys · greenfield expansion · capacity inflection
ResearchDeep dive5 minMetals & Mining
STYRENIXStyrenix Performance Materials Ltd
Styrenix Q1FY27: consolidated PAT more than doubles YoY to ₹138 Cr as margins expand sharply
specialty chemicals · abs resin · margin expansion
BASFBASF INDIA LTD.
BASF India Q1: Tracking post-divestment trajectory amid chemical headwinds
BASF India · Q1 FY2027 · chemical margins
HINDCOPPERHINDUSTAN COPPER LTD.
New leadership, capacity restart—margins and volumes in focus as copper holds gains
copper production · capacity utilization · commodity prices
ALKYLAMINEALKYL AMINES CHEMICALS LTD.-$
Ammonia Recovery to Drive Q1 Print—Watch for Margin Normalization
ammonia supply · margin recovery · specialty amines
03 Aug 2026
NAPEROLNATIONAL PEROXIDE LTD.
Naperol Investments: Q1 standalone PAT ₹0.18 Cr, +136% YoY but -98% QoQ on lumpy income
holding company · investment segment · trading segment
SAMBHVSambhv Steel Tubes Ltd
Sambhv Steel Tubes Q1FY27: PAT +67% YoY to ₹56.5 Cr, revenue +31% on strong mix shift
steel tubes · value added products · margin expansion
JAINRECJain Resource Recycling Ltd
JRRL Q1FY27: consolidated PAT +23% YoY, margins compress despite 76% revenue jump
metal recycling · copper segment growth · margin compression
CHEMCONChemcon Speciality Chemicals Ltd
Chemcon Q1 FY27: standalone PAT up 72% YoY as margins expand sharply on 24% revenue growth
specialty chemicals · margin expansion · inventory drawdown
DECNGOLDDECCAN GOLD MINES LTD.
Deccan Gold: Tungsten Discovery Rewires the Critical Minerals Play
tungsten · critical minerals · exploration
ResearchDeep dive5 minMetals & Mining
TANFACINDTANFAC INDUSTRIES LTD.-$
A quarter in cost-recovery limbo; HFC-32 is the step-change
HFC-32 capex · solar grade DHF · cost pass-through lag
TANFACINDTANFAC INDUSTRIES LTD.-$
6% growth masks profit slide; cost recovery path clear for FY28
cost-passthrough lag · HFC-32 execution · solar DHF moat
UPLUPL Limited
UPL Q1: consol loss narrows to ₹73 Cr, revenue +10% YoY as deleveraging cuts finance cost
agrochemicals · deleveraging · net loss narrows
NOCILNOCIL LTD.
NOCIL Q1: consolidated PAT surges 61% YoY to ₹27.8 Cr on 20% revenue growth, margins widen
rubber chemicals · specialty chemicals · margin expansion
DHANUKADHANUKA AGRITECH LTD.
Dhanuka Q1 PAT sinks 35% YoY to ₹36 Cr as revenue slips 13%, margins compress hard
agrochemicals · revenue decline · margin compression
BHAGCHEMBHAGIRADHA CHEMICALS & INDUSTRIES LTD.
Bhagiradha Chem: consolidated PAT triples YoY to ₹13.3 Cr on subsidiary turnaround
crop protection chemicals · subsidiary turnaround · margin expansion
FINEORGFine Organic Industries Ltd
Fine Organic Q1 FY27: Insurance Tailwind & Recovery Path
Fine Organic · Q1 FY27 · earnings preview
RATNAMANIRATNAMANI METALS & TUBES LTD.-$
Realisations in focus: Can margins hold as volumes settle
margin defence · realisation pressure · commodity cycle
HINDALCOHINDALCO INDUSTRIES LTD.
Hindalco Q1 FY27: Commodity backdrop & Novelis margin recovery
aluminium · novelis · commodities
02 Aug 2026
TATVATatva Chintan Pharma Chem Ltd
Revenue beat, margin miss, semiconductor qualified—hold pending margin recovery
EBITDA margin · semiconductor qualification · cost inflation
TATVATatva Chintan Pharma Chem Ltd
Record growth masks margin miss; semiconductor, new molecules unlock multi-year upside
semiconductor qualification · Euro 7 tailwind · pharma commercialization