StockWatch
·

Tatva Chintan Pharma Chem Ltd

BSE: 543321

P/L Snapshot

Q1 FY27 · standalone

vs Q4 FY26·vs Q1 FY26
Revenue
150.74
+13.9%+36.4%
Expenditure
135.32
+15.3%+30.8%
Net Profit
10.45
+15.8%+103.5%
OPM %
15.48%
-4.52pp+1.68pp

Shareholding

Pattern breakdown

P/L Trends

(in crores)

RevenueExpenditureNet Profit
-19.3927.7074.79121.87168.96Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26Q3 FY26Q4 FY26Q1 FY27
Price Chart
Reports

China is crushing half of India's chemical industry — and hiring the other half

China Plus One · specialty chemicals · Q1 FY27

ResearchDeep dive17 Aug 20266 minMetals & Mining

Revenue beat, margin miss, semiconductor qualified—hold pending margin recovery

EBITDA margin · semiconductor qualification · cost inflation

Result verdictFollow-upQ1 FY2702 Aug 20266 minMetals & Mining

Record growth masks margin miss; semiconductor, new molecules unlock multi-year upside

semiconductor qualification · Euro 7 tailwind · pharma commercialization

TranscriptDeep diveQ1 FY2702 Aug 20266 minMetals & Mining
Latest
Board Meeting17 Jul, 3:48 pm

Tatva Chintan Q1: consolidated PAT more than doubles to ₹16 Cr, revenue up 43% YoY

Tatva Chintan Pharma Chem opened FY27 with a decisively strong quarter. Consolidated revenue from operations rose 42.9% YoY to ₹167.1 Cr (up 24.5% sequentially) and consolidated PAT jumped 140% YoY to ₹15.98 Cr, with basic EPS at ₹6.83 versus ₹2.84 a year ago. Net margin expanded to 9.6% from 5.6% a year earlier and 7.7% last quarter — the profit growth ran well ahead of revenue, driven by operating leverage on a higher topline. Notably, the reported profit absorbs a ₹1.32 Cr exceptional loss (unexplained in the notes) that was absent last year; excluding it, underlying PAT is ~₹17.3 Cr, or roughly +160% YoY — so the headline understates the operating improvement rather than flattering it. Against management's own FY27 guidance of ~25% revenue growth with 20-22% EBITDA margins, the print beats comfortably on growth (Q1 revenue +43% YoY) but sits marginally below the margin band — estimated operating margin was ~19.3%, a touch under the 20-22% target and softer than last quarter's 21%, worth watching as the raw-material pass-through story management flagged plays out. The bullish, confident tone from the Q4 concall is confirmed by these numbers. On street expectations, no specific quarterly consensus estimate surfaced; available analyst coverage (Univest, May-26) carries a 12-month price target of ~₹1,200 with Q1 flagged as the key confirmation checkpoint — a bar this print clears on growth. Consolidated substantially outpaces standalone: standalone PAT was ₹10.45 Cr (+103% YoY) on ₹146.7 Cr revenue, meaning the wholly-owned US and Europe subsidiaries contributed a material share of the group's growth — readers comparing the two numbers should note the ~37-point growth gap reflects subsidiary strength, not an error in either figure. The same board meeting paired the result with two growth-capital actions: approval of a new greenfield capacity addition at Dahej-III (aggregate reactor capacity of 344 KL, ~₹200 Cr capex over ~21 months, funded via internal accruals and debt) and a hike in the borrowing limit from ₹300 Cr to ₹1,000 Cr. Together with the MD/whole-time director re-appointments, this signals the company is gearing its balance sheet for the next capacity-led leg management has been guiding toward.

17 Jul 2026, 03:48 pm

Corporate Events

Board MeetingTATVA
2026
17Jul

Board Meeting

The meeting of the Board of Directors is scheduled to consid…

BSE Filing
Board MeetingTATVA
2026
16May

Board Meeting

The Board of Directors of Tatva Chintan Pharma Chem Limited …

BSE Filing
Board MeetingTATVA
2024
25Oct

Board Meeting

Consider, approve and take on record the Standalone and Cons…

BSE Filing
DividendTATVA
2024
3May

₹2 / share

BSE Filing
Board MeetingTATVA
2024
20Jan

Board Meeting

Consider and approve and take on record the Standalone and C…

BSE Filing
Board MeetingTATVA
2023
2Nov

Board Meeting

Consider and approve and take on record the Standalone and C…

BSE Filing