StockWatch
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Research Reports

02 Aug 2026
REFEXRefex Industries Limited

Refex Industries Q1FY27: consolidated PAT surges 217% YoY to ₹64.6 Cr, softer QoQ

ash coal handling · windpower order book · segment margin

ResultsQ1 FY273 minMetals & Mining
BAYERCROPBAYER CROPSCIENCE LTD.

Monsoon vigil ahead: agrochemical demand test in kharif ramp

monsoon · kharif · agrochemicals

Result previewQ1 FY273 minMetals & Mining
NAVINFLUORNavin Fluorine International Limited-$

Sustaining momentum: watch EBITDA margin breadth and CDMO's Q1 cadence

CDMO growth · EBITDA margin · capacity expansion

Result previewQ1 FY273 minMetals & Mining
DEEPAKNTRDEEPAK NITRITE LTD.-$

Margin Momentum in Motion — What Q1 FY27 Will Signal

specialty-chemicals · margin-expansion · fine-chemicals

Result previewQ1 FY273 minMetals & Mining
JSLJINDAL STAINLESS LTD.

Navigating Nickel Volatility and Import Pressure — JSL Enters Q1 FY27 Print

nickel volatility · import competition · stainless steel

Result previewQ1 FY273 minMetals & Mining
UPLUPL Limited

UPL Q1: Margins in Focus as Deleveraging Gains Pace

agchem · margin-expansion · deleveraging

Result previewQ1 FY273 minMetals & Mining
PIDILITINDPIDILITE INDUSTRIES LTD.

Volumes & Price Realisations in Focus

volume growth · adhesives · margin resilience

Result previewQ1 FY273 minMetals & Mining
NEOGENNeogen Chemicals Ltd

Strong Q1 masks battery ramp risk; guidance raised

battery materials · guidance upgrade · capacity utilization

TranscriptDeep diveQ1 FY276 minMetals & Mining
01 Aug 2026
IPLIndia Pesticides Ltd

India Pesticides Q1 profit falls 35% YoY to ₹22.8 Cr as margins compress, revenue slips 8%

agrochemicals · pesticides · margin compression

ResultsQ1 FY273 minMetals & Mining
VISHNUVISHNU CHEMICALS LTD.

Vishnu Chemicals Q1: consolidated PAT ₹39.6 Cr up 23% YoY, revenue climbs 25% on overseas

specialty chemicals · chrome chemicals · barium chemicals

ResultsQ1 FY273 minMetals & Mining
AARTISURFAarti Surfactants Ltd

Aarti Surfactants Q1 FY27: PAT triples YoY to ₹9.0 Cr as margins expand sharply

home and personal care ingredients · surfactants · margin expansion

ResultsQ1 FY273 minMetals & Mining
GHCLGHCL LTD.

GHCL Q1 (standalone): PAT ₹191 Cr lifted by ₹54 Cr one-off; underlying flat, OPM ~27%

soda ash · chemicals · margin expansion

ResultsQ1 FY273 minMetals & Mining
31 Jul 2026
NATIONALUMNATIONAL ALUMINIUM CO.LTD.

NALCO Q1: record ₹2,003 Cr consolidated PAT, +91% YoY as aluminium prices drive margin surge

aluminium · metals and mining · psu

ResultsQ1 FY273 minMetals & Mining
JAYAGROGNJAYANT AGRO-ORGANICS LTD.

Jayant Agro Q1 FY27: consol. PAT +26% YoY to ₹20.6 Cr, margins expand on castor oil strength

castor oil derivatives · margin expansion · jv to subsidiary

ResultsQ1 FY273 minMetals & Mining
MSPLMSP STEEL & POWER LTD.

MSP Steel Q1 FY27: consolidated PAT +23% YoY to ₹22 Cr on 16% revenue growth, margins expand

steel · margin expansion · tax normalization

ResultsQ1 FY273 minMetals & Mining
NITTAGELANITTA GELATIN INDIA LTD.-$

Nitta Gelatin PAT +32% YoY to ₹25.2 Cr on cost relief; revenue flat, -13% QoQ

gelatin · collagen manufacturing · margin expansion

ResultsQ1 FY273 minMetals & Mining
ASTECASTEC LIFESCIENCES LIMITED

Astec stays in red: Q1 consolidated loss narrows YoY to ₹18.7 Cr as revenue slips 8%

agrochemicals · loss narrowing · seasonality

ResultsQ1 FY273 minMetals & Mining
BLACKROSEBLACK ROSE INDUSTRIES LTD.

Black Rose Q1 FY27: consolidated PAT up 148% YoY as OPM expands to 16.2%

chemicals · acrylamide · margin expansion

ResultsQ1 FY273 minMetals & Mining
ZUARIZUARI AGRO CHEMICALS LTD.

Zuari Agro Q1 FY27: PAT flat at ₹119 Cr; -51% revenue reflects MCFL deconsolidation

fertiliser · deconsolidation · joint venture profit

ResultsQ1 FY273 minMetals & Mining
YASHOYasho Industries Ltd

Yasho Q1: consolidated PAT ₹36 Cr on 11.7% margin as exports drive 55% YoY revenue jump

specialty chemicals · aroma chemicals · margin expansion

ResultsQ1 FY273 minMetals & Mining
AETHERAether Industries Ltd

Aether Q1: consolidated PAT +33% to ₹62.7 Cr on margin expansion, Site 5 onstream

specialty chemicals · margin expansion · capacity commissioning

ResultsQ1 FY273 minMetals & Mining
30 Jul 2026
ACIArchean Chemical Industries Ltd

Archean Q1: consolidated PAT falls 24% YoY to ₹30 Cr as bromine pricing squeezes margins

specialty chemicals · bromine · margin compression

ResultsQ1 FY273 minMetals & Mining
BESTAGROBest Agrolife Ltd

Best Agrolife Q1 turnaround: consolidated PAT doubles to Rs41 Cr as EBITDA margin jumps to 20%

agrochemicals · margin expansion · profit turnaround

ResultsQ1 FY273 minMetals & Mining
AARTIINDAARTI INDUSTRIES LTD.

Aarti Industries Q1: PAT triples to ₹155 Cr on 42% revenue jump, margins expand

specialty chemicals · margin expansion · revenue growth

ResultsQ1 FY273 minMetals & Mining
OALOriental Aromatics Ltd-$

Oriental Aromatics: consol PBT more than doubles YoY to ₹5.27 Cr; subsidiary losses cap PAT

fine chemicals · aroma chemicals · margin compression

ResultsQ1 FY273 minMetals & Mining
PAUSHAKLTDPAUSHAK LTD.

Paushak Q1: revenue leaps ~50% YoY to ₹83.6 Cr, PAT +25% to ₹15.1 Cr as margins slip

specialty chemicals · phosgene · revenue growth

ResultsQ1 FY273 minMetals & Mining
VEDLVedanta Limited

Vedanta Q1 FY27: continuing-ops PAT jumps 152% YoY to ₹5,294 Cr as Zinc-Silver margins hit 30%

zinc silver · margin expansion · demerger

ResultsQ1 FY273 minMetals & Mining
OCCLLTDOCCL Ltd

OCCL Q1 FY27: standalone PAT triples YoY to ₹40.3 Cr as revenue jumps 78%, OPM hits 28%

chemicals · margin expansion · operating leverage

ResultsQ1 FY273 minMetals & Mining
DEEPAKFERTDEEPAK FERTILISERS & PETROCHEMICALS CORPORATION LTD.

DFPCL Q1 profits double: consolidated PAT +101% YoY to ₹490 Cr, record 26% EBITDA margin

fertilisers · industrial chemicals · margin expansion

ResultsQ1 FY273 minMetals & Mining
PRIVISCLPrivi Speciality Chemicals Ltd

Privi Q1 PAT up 44% YoY to ₹83 Cr as finance costs ease; revenue +19%, OPM slips

aroma chemicals · specialty chemicals · finance cost decline

ResultsQ1 FY273 minMetals & Mining