Transpek Industry Ltd(TRANSPEK)

NSE: TRANSPEKBSE: 506687

₹ 1,249-3.67%refreshed 23 Oct, 03:30 pm ISTMarket cap: ₹ 698 crWebsite: www.transpek.comUpdated: 24 Oct 2026

About

Transpek Industry makes acid chlorides, which accounted for 100.00% of its turnover in FY25. It sells them to polymer, pharmaceutical, specialty chemical and agrochemical customers. The company runs multipurpose, multiproduct facilities on a 100-acre site at Ekalbara, Gujarat, with an installed capacity of 66,000 MTPA. It reported revenue of Rs 621.2 Cr in FY26.^[1][2]

End-use mix

Polymers are the largest end-use segment: 48.7% of revenue in Q1 FY27, down from 60-65% a few years ago.^[3]
Polymers made up 56.8% of sales in FY25, followed by pharma and specialty chemicals.^[1]
In Q1 FY27, specialty chemicals made up 22.5% of revenue and pharma 10.1%.^[3]
In FY26, organic peroxides, agrochemicals, dyes and surfactants made up a larger share of revenue.^[4]

Products and services

Acid chlorides accounted for 100.00% of turnover in FY25.^[1]
The company also offers contract manufacturing and job-work services.^[1]
It is expanding beyond chlorination into non-chlorinated routes, nitration and Friedel-Crafts reactions (FY25).^[1]
A new acid chloride for the domestic agrochemical market earned about Rs 4 crore in FY26. Management expects about Rs 15 crore from it in FY27.^[3]

Operations and capacity

Multipurpose, multiproduct facilities on a 100-acre site at Ekalbara, Gujarat, with an installed capacity of 66,000 MTPA (FY25).^[1]
Related party TML Industries makes the company's products on a job-work basis at Piludra (Bharuch) and Karakhadi (Vadodara).^[1]
In Q1 FY27, all four sites (Ekalbara plus three job-work sites) ran at about 100% of their permitted levels.^[3]
The R&D centre is DSIR-approved and has gram-scale labs, kilo labs and pilot plants. MS University of Baroda recognises it for doctoral research (FY25).^[1]
The company manages over 600 ISO tanks in-house and has its own cleaning and repair stations (FY25).^[1]
It had 592 workers in total in FY25.^[1]
Recycled sulphur dioxide made up 28.33% of that input in FY25. Some input cost increases are passed on through cost-plus pricing.^[1]

Customers and markets

The supply contract with DuPont has been assigned to Arclin on the same terms. Arclin took higher volumes in Q1 FY27. Renewal talks are due in Q4 CY2026 to Q1 CY2027.^[3]
Revenue by region in Q2 FY26: India 57.5%, Europe 17.0%, North America 16.3%, rest of world 9.3%.^[5]
Exports go to North America, Europe, Japan, South America and Eurasia (FY25).^[1]
The company recently started business with customers in Eurasia and South America, and is also expanding in Japan.^[6][3]

Expansion and pipeline

Odisha greenfield site: the company has expressed interest in land in a notified chemical zone. About Rs 250 crore is planned over 5-6 years. Board approval is pending, with a decision expected by November 2026.^[3]
A four-stream multi-purpose pilot plant at Ekalbara, for chlorination, fluorination, nitration and multi-step chemistry, is expected to be ready around February 2027.^[3]
The R&D team and infrastructure are to be doubled in FY27.^[3]
A non-acid, non-alkyl chloride product is at pilot stage and awaiting a 5 MT customer trial. Commercial launch is targeted by end of CY2026, with potential revenue of about Rs 50 crore a year.^[3]
A second such product is expected to be commercialised by end of FY27, with about Rs 50 crore a year expected once fully commercial in FY28.^[3]
The company has subscribed to a hybrid (solar and wind) power project to cut energy costs, with benefits expected from FY26-27.^[5]

Recent developments

The company received an EcoVadis Gold Medal in 2025, placing it in the top 5% of chemical-sector companies EcoVadis evaluated.^[5][6]
The board recommended a dividend of Rs 20 per share (200% of face value) for FY26, subject to shareholder approval.^[4]

Market Cap

₹698 Cr

High / Low

₹1,481 / 864

Stock P/E

19.0

Price / Book

1.0

Book Value

₹1,374

EPS

₹81.7

No. of Shares

0.56 Cr

ROCE

8.5%

ROE

6.0%

OPM

10.7%

Debt / Equity

0.06

Sales

₹621 Cr

Net Profit

₹46 Cr

Promoter holding

57.3%

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