Chemicals & Petrochemicals industry
271 companies · ₹10.7 L cr · 57 with AI deep dives
5y revenue CAGR
median 11.37%(p25 3.46% · p75 18.66%)
5y avg ROCE
median 12.46%(p25 7.03% · p75 19.87%)
Debt / equity
median 0.25x(p25 0.07x · p75 0.53x)
AI sector brief
from the bucket's latest earnings calls · as of 2026-06-30headwindWest Asia conflict: Strait of Hormuz blockage disrupting supply chains, feedstocks, and export revenues13 managements
Thirteen managements flagged the West Asia war as an acute headwind in Q4FY26. Strait of Hormuz blockage cut off Middle East feedstock routes (propylene, benzene, styrene monomer…
- AARTIIND (Q4FY26): “The specific situation in West Asia continues to pose near-term risk to the availability…”
headwind9 managements🔒tailwind6 managements🔒headwind4 managements🔒mixed4 managements🔒mixed4 managements🔒headwind4 managements🔒
6 more themes from this quarter's earnings calls are locked. A free account opens the full brief: every theme with verbatim management quotes, the demand picture, companies running against the tide, and the regulatory & disruption watch. Sign up free →
| Company | Mcap | AI verdict | Signals | Stated KPIs (latest call) |
|---|---|---|---|---|
| Pidilite Industries Ltd | ₹1.7 L cr | Unlock | roce compounderearnings quality strongnet cashgross block efficient | |
| Solar Industries India Ltd | ₹1.7 L cr | Unlock | latent operating leverageroce compounderearnings quality strongcyclical high volatility | |
| SRF Ltd | ₹78,151 cr | Unlock | earnings quality strongdeleveragingcyclical high volatilitycapex intensity elevated | |
| Linde India Ltd | ₹57,013 cr | Unlock | capex coming onlineearnings quality strongcapex ahead of revenuecyclical high volatility | |
| Gujarat Fluorochemicals Ltd | ₹49,070 cr | Unlock | latent operating leveragecapex coming onlinecapex ahead of revenuecyclical peak base | |
| Navin Fluorine International Ltd | ₹38,384 cr | Unlock | earnings quality strongcyclical high volatilitycapex intensity elevated | |
| Himadri Speciality Chemical Ltd | ₹37,795 cr | Unlock | cyclical high volatilitygross block efficient | |
| Deepak Nitrite Ltd | ₹22,475 cr | Unlock | latent operating leveragecapex coming onlinecapex ahead of revenuecyclical peak base | |
| Deepak Fertilisers & Petrochemicals Corp Ltd | ₹20,815 cr | Unlock | latent operating leveragecapex coming onlineearnings quality stronglevering up | |
| Atul Ltd | ₹19,573 cr | Unlock | earnings quality strongnet cashcyclical high volatilitygross block efficient | |
| Aether Industries Ltd | ₹19,416 cr | Unlock | capex coming onlinecapex intensity elevated | |
| Aarti Industries Ltd | ₹17,266 cr | Unlock | capex coming onlineearnings quality stronglevering upcapex ahead of revenue | |
| Tata Chemicals Ltd | ₹17,199 cr | Unlock | earnings quality strongcapital destroyercyclical high volatility | |
| BASF India Ltd | ₹16,068 cr | Unlock | gross block efficient | |
| Fine Organic Industries Ltd | ₹14,747 cr | Unlock | latent operating leverageroce compoundernet cashcyclical peak base | |
| Privi Speciality Chemicals Ltd | ₹14,180 cr | Unlock | capex coming onlineearnings quality strongdeleveragingcapex intensity elevated | |
| Supreme Petrochem Ltd | ₹13,896 cr | Unlock | roce compoundernet cashgross block efficient | |
| Anupam Rasayan India Ltd | ₹13,855 cr | Unlock | latent operating leveragecyclical high volatilitycapex intensity elevated | |
| Vinati Organics Ltd | ₹13,477 cr | Unlock | latent operating leverageearnings quality strongcyclical high volatilitycapex intensity elevated | |
| PCBL Chemical Ltd | ₹12,577 cr | Unlock | latent operating leverageearnings quality stronglevering upcyclical high volatility | |
| Jubilant Ingrevia Ltd | ₹11,577 cr | Unlock | latent operating leverageearnings quality strongcyclical peak basecyclical high volatility | |
| Swan Corp Ltd | ₹9,676 cr | Unlock | capex coming onlinecyclical high volatilitycapex intensity elevatedgross block underutilised | |
| Alkyl Amines Chemicals Ltd | ₹9,308 cr | Unlock | latent operating leverageearnings quality strong | |
| Sudarshan Chemical Industries Ltd | ₹8,084 cr | Unlock | earnings quality strongdeleveragingcyclical high volatilitygross block efficient | |
| Clean Science & Technology Ltd | ₹7,825 cr | Unlock | latent operating leverageroce compoundercyclical high volatilitycapex intensity elevated | |
| Gujarat Narmada Valley Fertilizers & Chemicals Ltd | ₹7,517 cr | Unlock | capex coming onlinecapex ahead of revenuecyclical peak basecyclical high volatility | |
| Rain Industries Ltd | ₹7,386 cr | Unlock | earnings quality strongcyclical peak basecyclical high volatility | |
| Elantas Beck India Ltd | ₹7,373 cr | Unlock | latent operating leveragecapex intensity elevatedgross block efficient | |
| Balaji Amines Ltd | ₹7,225 cr | Unlock | latent operating leveragecapex coming onlinenet cashcapex ahead of revenue | |
| Galaxy Surfactants Ltd | ₹6,910 cr | Unlock | earnings quality strongnet cashcyclical high volatilitygross block efficient | |
| Archean Chemical Industries Ltd | ₹6,881 cr | Unlock | latent operating leverageearnings quality strongcapex intensity elevated | |
| Tanfac Industries Ltd | ₹6,071 cr | Unlock | latent operating leverageroce compoundercyclical high volatilitycapex intensity elevated | |
| Neogen Chemicals Ltd | ₹5,547 cr | Unlock | capex coming onlinelevering upcapex ahead of revenuecyclical high volatility | |
| Laxmi Organic Industries Ltd | ₹5,436 cr | Unlock | latent operating leveragecapex coming onlineearnings quality strongcapex ahead of revenue | |
| Gujarat Alkalies & Chemicals Ltd | ₹5,156 cr | Unlock | earnings quality strongcyclical peak basecyclical high volatility | |
| Epigral Ltd | ₹5,054 cr | Unlock | earnings quality strongcyclical high volatilitycapex intensity elevated | |
| Fineotex Chemical Ltd | ₹4,741 cr | Unlock | latent operating leveragenet cashcyclical high volatilitycapex intensity elevated | |
| Refex Industries Ltd | ₹4,515 cr | Unlock | earnings quality weakcyclical high volatilitygross block efficient | |
| Styrenix Performance Materials Ltd | ₹4,306 cr | Unlock | gross block efficient | |
| Vishnu Chemicals Ltd | ₹4,167 cr | Unlock | latent operating leveragedeleveragingcyclical high volatility | |
| Tatva Chintan Pharma Chem Ltd | ₹4,059 cr | Unlock | latent operating leveragecyclical high volatilitycapex intensity elevated | |
| GHCL Ltd | ₹4,004 cr | Unlock | net cashcyclical high volatilitycapex intensity elevated | |
| Ellenbarrie Industrial Gases Ltd | ₹3,877 cr | Unlock | earnings quality strongcapex intensity elevated | |
| Yasho Industries Ltd | ₹3,839 cr | Unlock | latent operating leverageearnings quality stronglevering upcyclical high volatility | |
| Foseco India Ltd | ₹3,746 cr | Unlock | earnings quality strong | |
| Premier Explosives Ltd | ₹3,558 cr | Unlock | earnings quality strongcyclical high volatility | |
| Grauer & Weil (India) Ltd | ₹3,332 cr | Unlock | net cashcyclical high volatilitycapex intensity elevatedgross block efficient | |
| Chemplast Sanmar Ltd | ₹3,191 cr | Unlock | latent operating leverageearnings quality stronglevering upcyclical high volatility | |
| Stallion India Fluorochemicals Ltd | ₹2,867 cr | Unlock | capex coming onlineearnings quality weaknet cashgross block efficient | |
| Bhansali Engineering Polymers Ltd | ₹2,827 cr | Unlock | roce compoundercyclical high volatilitygross block efficient | |
| DDev Plastiks Industries Ltd | ₹2,812 cr | Unlock | roce compoundernet cashgross block efficient | |
| Rossari Biotech Ltd | ₹2,786 cr | Unlock | gross block efficient | |
| Jubilant Agri & Consumer Products Ltd | ₹2,741 cr | Unlock | roce compoundernet cashgross block efficient | |
| NOCIL Ltd | ₹2,680 cr | Unlock | capex coming onlineearnings quality strongcapex ahead of revenuecapital destroyer | |
| Kiri Industries Ltd | ₹2,627 cr | Unlock | net cashcyclical high volatilitycapex intensity elevated | |
| Camlin Fine Sciences Ltd | ₹2,434 cr | Unlock | deleveragingcapital destroyercyclical high volatility | |
| Thirumalai Chemicals Ltd | ₹2,074 cr | Unlock | latent operating leveragecapex coming onlineearnings quality stronglevering up | |
| S H Kelkar & Company Ltd | ₹1,983 cr | Unlock | earnings quality stronggross block efficient | |
| J.G.Chemicals Ltd | ₹1,971 cr | Unlock | net cashcapex intensity elevatedgross block efficient | |
| GOCL Corporation Ltd | ₹1,924 cr | Unlock | latent operating leveragenet cashcyclical high volatilitycapex intensity elevated | |
| Titan Bio-tech Ltd | ₹1,768 cr | Unlock | net cashcyclical high volatilitygross block efficient | |
| Nitta Gelatin India Ltd | ₹1,674 cr | Unlock | roce compounderearnings quality strongnet cashcyclical high volatility | |
| Indokem Ltd | ₹1,581 cr | Unlock | gross block efficient | |
| Vidhi Specialty Food Ingredients Ltd | ₹1,559 cr | Unlock | latent operating leverageroce compoundercyclical high volatilitygross block efficient | |
| Citurgia Biochemicals Ltd | ₹1,493 cr | Unlock | gross block underutilised | |
| Paushak Ltd | ₹1,430 cr | Unlock | latent operating leveragecyclical high volatilitycapex intensity elevatedgross block underutilised | |
| I G Petrochemicals Ltd | ₹1,420 cr | Unlock | latent operating leverageearnings quality strongcyclical peak basecyclical high volatility | |
| DCW Ltd | ₹1,355 cr | Unlock | earnings quality strongcyclical high volatility | |
| Platinum Industries Ltd | ₹1,325 cr | Unlock | capex coming onlinenet cashcapex intensity elevatedgross block efficient | |
| Indo Borax & Chemicals Ltd | ₹1,276 cr | Unlock | cyclical peak basecyclical high volatilitygross block efficient | |
| Shree Pushkar Chemicals & Fertilizers Ltd | ₹1,271 cr | Unlock | capex coming onlinegross block efficient | |
| Oriental Aromatics Ltd | ₹1,249 cr | Unlock | levering upcapital destroyercyclical high volatilitygross block efficient | |
| Excel Industries Ltd | ₹1,244 cr | Unlock | earnings quality strongnet cashcapital destroyergross block efficient | |
| Accent Microcell Ltd | ₹1,211 cr | Unlock | roce compoundercapex intensity elevated | |
| Andhra Sugars Ltd | ₹1,136 cr | Unlock | earnings quality strongnet cashcyclical high volatilitygross block efficient | |
| Manali Petrochemicals Ltd | ₹1,135 cr | Unlock | earnings quality strongnet cashcyclical high volatility | |
| Tgv Sraac Ltd | ₹1,120 cr | Unlock | earnings quality strongcyclical peak basecyclical high volatility | |
| Jyoti Resins & Adhesives Ltd | ₹1,108 cr | Unlock | roce compounderearnings quality weakcyclical high volatilitygross block efficient | |
| Ultramarine & Pigments Ltd | ₹1,077 cr | Unlock | earnings quality strongnet cashcyclical high volatilitycapex intensity elevated | |
| Amines & Plasticizers Ltd | ₹1,062 cr | Unlock | net cashcyclical high volatilitygross block efficient | |
| Fairchem Organics Ltd | ₹1,041 cr | Unlock | latent operating leverageearnings quality strongcyclical high volatilitygross block efficient | |
| Sunshield Chemicals Ltd | ₹1,038 cr | Unlock | earnings quality strongcyclical high volatilitygross block efficient | |
| Sudarshan Pharma Industries Ltd | ₹983 cr | Unlock | latent operating leveragelevering upgross block efficient | |
| Gem Aromatics Ltd | ₹954 cr | Unlock | earnings quality strongcapex intensity elevated | |
| Indo Amines Ltd | ₹928 cr | Unlock | roce compounderearnings quality strongdeleveragingcyclical high volatility | |
| Bhageria Industries Ltd | ₹925 cr | Unlock | capex coming onlineearnings quality strongcyclical high volatility | |
| Sacheerome Ltd | ₹915 cr | Unlock | capex coming onlineroce compoundercapex intensity elevated | |
| Amal Ltd | ₹912 cr | Unlock | earnings quality strongcapex intensity elevatedgross block efficient | |
| Keltech Energies Ltd | ₹859 cr | Unlock | latent operating leveragecapex coming onlineearnings quality strongcapex ahead of revenue | |
| Tamil Nadu Petro Products Ltd | ₹849 cr | Unlock | latent operating leveragecyclical high volatility | |
| Bodal Chemicals Ltd | ₹844 cr | Unlock | earnings quality stronglevering upcyclical high volatility | |
| Sree Rayalaseema Hi-Strength Hypo Ltd | ₹824 cr | Unlock | latent operating leveragenet cashcyclical high volatilitygross block efficient | |
| Sudarshan Colorants India Ltd | ₹814 cr | Unlock | earnings quality strongcyclical high volatilitygross block efficient | |
| Sadhana Nitro Chem Ltd | ₹809 cr | Unlock | latent operating leveragecapex coming onlinecapex ahead of revenuecapital destroyer | |
| Agarwal Industrial Corporation Ltd | ₹793 cr | Unlock | latent operating leverageearnings quality strongcyclical peak basecyclical high volatility | |
| Kothari Petrochemicals Ltd | ₹783 cr | Unlock | roce compoundercyclical high volatilitygross block efficient | |
| OCCL Ltd | ₹769 cr | Unlock | earnings quality strong | |
| Vikram Thermo (India) Ltd | ₹769 cr | Unlock | earnings quality strongnet cashcyclical high volatilitycapex intensity elevated | |
| Valiant Organics Ltd | ₹735 cr | Unlock | earnings quality strongdeleveragingcyclical high volatility | |
| Tuticorin Alkali Chemicals & Fertilizers Ltd | ₹732 cr | Unlock | capex coming onlinelevering upcapex ahead of revenuecyclical peak base |