Chemicals & Petrochemicals
268 companies · ₹10.2 L cr · 8 with AI deep dives
5y revenue CAGR
median 11.46%(p25 3.64% · p75 19.08%)
5y avg ROCE
median 12.46%(p25 7.03% · p75 19.86%)
Debt / equity
median 0.26x(p25 0.07x · p75 0.52x)
AI sector brief
from the bucket's latest earnings calls · as of 2026-03-31tailwindSector-wide capex cycle: broad-based capacity investments spanning fluorochemicals, specialties, and industrials7 managements
Seven of the eight covered companies are executing or commissioning significant capacity additions across FY26-FY28. SRF is investing ~INR2,300 crore in an Odisha HFO plant…
- SRF (Q4 FY26): “This will take our HFC capacity beyond 65,000 metric tonnes per annum”
tailwind5 managements🔒headwind5 managements🔒headwind4 managements🔒headwind3 managements🔒headwind3 managements🔒mixed2 managements🔒tailwind2 managements🔒
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| Company | Mcap | AI verdict | Signals | Stated KPIs (latest call) |
|---|---|---|---|---|
| Pidilite Industries Ltd | ₹1.6 L cr | - | roce compounderearnings quality strongnet cashstory tension | |
| Solar Industries India Ltd | ₹1.6 L cr | - | latent operating leverageroce compounderearnings quality strongstory tension | |
| SRF Ltd | ₹80,767 cr | 🔒 unlock to view | margin under pressureearnings quality strongdeleveragingcyclical high volatility | |
| Linde India Ltd | ₹59,170 cr | - | capex coming onlineearnings quality strongcapex ahead of revenuecyclical high volatility | |
| Gujarat Fluorochemicals Ltd | ₹40,147 cr | - | latent operating leveragecapex coming onlinemargin under pressurecapex ahead of revenue | |
| Navin Fluorine International Ltd | ₹37,432 cr | 🔒 unlock to view | earnings quality strongstory tensioncyclical high volatilitycapex intensity elevated | |
| Himadri Speciality Chemical Ltd | ₹34,165 cr | 🔒 unlock to view | story tensioncyclical high volatilitygross block efficient | |
| Deepak Nitrite Ltd | ₹22,754 cr | - | latent operating leveragecapex coming onlinecapex ahead of revenuecyclical peak base | |
| Deepak Fertilisers & Petrochemicals Corp Ltd | ₹19,644 cr | 🔒 unlock to view | latent operating leveragecapex coming onlinemargin under pressureearnings quality strong | |
| Atul Ltd | ₹19,152 cr | - | margin under pressureearnings quality strongnet cashcyclical high volatility | |
| Tata Chemicals Ltd | ₹19,043 cr | 🔒 unlock to view | earnings quality strongcapital destroyercyclical high volatility | |
| Aarti Industries Ltd | ₹15,882 cr | 🔒 unlock to view | capex coming onlinemargin under pressureearnings quality stronglevering up | |
| Aether Industries Ltd | ₹15,173 cr | - | capex coming onlinestory tensioncapex intensity elevated | |
| BASF India Ltd | ₹14,548 cr | - | gross block efficient | |
| Fine Organic Industries Ltd | ₹14,505 cr | - | latent operating leverageroce compoundermargin under pressurenet cash | |
| Anupam Rasayan India Ltd | ₹14,151 cr | - | latent operating leveragemargin under pressurecyclical high volatilitycapex intensity elevated | |
| Privi Speciality Chemicals Ltd | ₹13,495 cr | 🔒 unlock to view | capex coming onlineearnings quality strongdeleveragingcapex intensity elevated | |
| Vinati Organics Ltd | ₹13,456 cr | - | latent operating leverageearnings quality strongcyclical high volatilitycapex intensity elevated | |
| Supreme Petrochem Ltd | ₹13,217 cr | - | latent operating leveragecyclical high volatilitygross block efficient | |
| PCBL Chemical Ltd | ₹11,412 cr | - | latent operating leverageearnings quality stronglevering upcyclical high volatility | |
| Swan Corp Ltd | ₹9,946 cr | - | capex coming onlinecyclical high volatilitycapex intensity elevatedgross block underutilised | |
| Jubilant Ingrevia Ltd | ₹9,931 cr | - | latent operating leveragemargin under pressureearnings quality strongcyclical peak base | |
| Alkyl Amines Chemicals Ltd | ₹9,370 cr | - | latent operating leveragemargin under pressureearnings quality strong | |
| Clean Science & Technology Ltd | ₹8,130 cr | - | latent operating leverageroce compoundercyclical high volatilitycapex intensity elevated | |
| Elantas Beck India Ltd | ₹7,591 cr | - | latent operating leveragecapex intensity elevatedgross block efficient | |
| Gujarat Narmada Valley Fertilizers & Chemicals Ltd | ₹7,406 cr | - | capex coming onlinemargin under pressurecapex ahead of revenuecyclical peak base | |
| Balaji Amines Ltd | ₹6,934 cr | - | latent operating leveragecapex coming onlinemargin under pressurenet cash | |
| Sudarshan Chemical Industries Ltd | ₹6,918 cr | - | margin under pressureearnings quality strongdeleveragingcyclical high volatility | |
| Archean Chemical Industries Ltd | ₹6,703 cr | - | latent operating leverageearnings quality strongcapex intensity elevated | |
| Rain Industries Ltd | ₹6,626 cr | - | margin under pressureearnings quality strongcyclical peak basecyclical high volatility | |
| Galaxy Surfactants Ltd | ₹6,024 cr | - | margin under pressureearnings quality strongnet cashcyclical high volatility | |
| Neogen Chemicals Ltd | ₹5,392 cr | - | capex coming onlinemargin under pressurelevering upcapex ahead of revenue | |
| Epigral Ltd | ₹4,836 cr | - | margin under pressureearnings quality strongcyclical high volatilitycapex intensity elevated | |
| Gujarat Alkalies & Chemicals Ltd | ₹4,643 cr | - | margin under pressureearnings quality strongcyclical peak basecyclical high volatility | |
| Fineotex Chemical Ltd | ₹4,596 cr | - | latent operating leveragemargin under pressurenet cashcyclical high volatility | |
| Refex Industries Ltd | ₹4,272 cr | - | earnings quality weakstory tensioncyclical high volatilitygross block efficient | |
| Laxmi Organic Industries Ltd | ₹4,268 cr | - | latent operating leveragecapex coming onlinemargin under pressureearnings quality strong | |
| Tanfac Industries Ltd | ₹4,026 cr | - | latent operating leverageroce compounder | |
| GHCL Ltd | ₹3,979 cr | - | margin under pressurenet cashcyclical high volatilitycapex intensity elevated | |
| Vishnu Chemicals Ltd | ₹3,978 cr | 🔒 unlock to view | latent operating leveragedeleveragingcyclical high volatility | |
| Ellenbarrie Industrial Gases Ltd | ₹3,890 cr | - | earnings quality strongcapex intensity elevated | |
| Styrenix Performance Materials Ltd | ₹3,738 cr | - | gross block efficient | |
| Foseco India Ltd | ₹3,727 cr | - | earnings quality strong | |
| Premier Explosives Ltd | ₹3,699 cr | - | earnings quality strongcyclical high volatility | |
| Yasho Industries Ltd | ₹3,495 cr | - | latent operating leverageearnings quality stronglevering upcyclical high volatility | |
| Grauer & Weil (India) Ltd | ₹3,309 cr | - | net cashcyclical high volatilitycapex intensity elevatedgross block efficient | |
| Chemplast Sanmar Ltd | ₹3,210 cr | - | latent operating leveragemargin under pressureearnings quality stronglevering up | |
| Jubilant Agri & Consumer Products Ltd | ₹2,840 cr | - | roce compoundernet cashgross block efficient | |
| Tatva Chintan Pharma Chem Ltd | ₹2,821 cr | - | latent operating leveragemargin under pressurestory tensioncyclical high volatility | |
| Rossari Biotech Ltd | ₹2,793 cr | - | margin under pressuregross block efficient | |
| NOCIL Ltd | ₹2,698 cr | - | capex coming onlinemargin under pressureearnings quality strongcapex ahead of revenue | |
| DDev Plastiks Industries Ltd | ₹2,667 cr | - | roce compoundernet cashgross block efficient | |
| Camlin Fine Sciences Ltd | ₹2,632 cr | - | deleveragingcapital destroyercyclical high volatility | |
| Kiri Industries Ltd | ₹2,600 cr | 🔒 unlock to view | margin under pressurenet cashcyclical high volatilitycapex intensity elevated | |
| Bhansali Engineering Polymers Ltd | ₹2,419 cr | - | roce compoundercyclical high volatilitygross block efficient | |
| Stallion India Fluorochemicals Ltd | ₹2,124 cr | - | capex coming onlineearnings quality weaknet cashgross block efficient | |
| Thirumalai Chemicals Ltd | ₹2,061 cr | - | latent operating leveragecapex coming onlineearnings quality stronglevering up | |
| GOCL Corporation Ltd | ₹1,988 cr | - | latent operating leveragenet cashcyclical high volatilitycapex intensity elevated | |
| Titan Bio-tech Ltd | ₹1,855 cr | - | margin under pressurenet cash | |
| S H Kelkar & Company Ltd | ₹1,779 cr | - | earnings quality stronggross block efficient | |
| J.G.Chemicals Ltd | ₹1,685 cr | - | net cashcapex intensity elevatedgross block efficient | |
| Citurgia Biochemicals Ltd | ₹1,600 cr | - | ||
| Indokem Ltd | ₹1,463 cr | - | ||
| Vidhi Specialty Food Ingredients Ltd | ₹1,442 cr | - | latent operating leverageroce compounderstory tensioncyclical high volatility | |
| DCW Ltd | ₹1,374 cr | - | margin under pressureearnings quality strongcyclical high volatility | |
| I G Petrochemicals Ltd | ₹1,340 cr | - | latent operating leveragemargin under pressureearnings quality strongcyclical peak base | |
| Nitta Gelatin India Ltd | ₹1,278 cr | - | roce compounderearnings quality strongnet cashstory tension | |
| Platinum Industries Ltd | ₹1,236 cr | 🔒 unlock to view | capex coming onlinenet cashcapex intensity elevatedgross block efficient | |
| Indo Borax & Chemicals Ltd | ₹1,207 cr | - | margin under pressurecyclical peak basecyclical high volatilitygross block efficient | |
| Tgv Sraac Ltd | ₹1,156 cr | - | margin under pressureearnings quality strongcyclical peak basestory tension | |
| Shree Pushkar Chemicals & Fertilizers Ltd | ₹1,151 cr | - | capex coming onlinegross block efficient | |
| Excel Industries Ltd | ₹1,149 cr | - | margin under pressureearnings quality strongnet cashcapital destroyer | |
| Andhra Sugars Ltd | ₹1,132 cr | - | margin under pressureearnings quality strongnet cashcyclical high volatility | |
| Paushak Ltd | ₹1,122 cr | - | latent operating leveragemargin under pressurecyclical high volatilitycapex intensity elevated | |
| Manali Petrochemicals Ltd | ₹1,121 cr | - | margin under pressureearnings quality strongnet cashcyclical high volatility | |
| Jyoti Resins & Adhesives Ltd | ₹1,116 cr | - | roce compounderearnings quality weakstory tension | |
| Accent Microcell Ltd | ₹1,103 cr | - | roce compounder | |
| Oriental Aromatics Ltd | ₹1,095 cr | - | margin under pressurelevering upcapital destroyercyclical high volatility | |
| Ultramarine & Pigments Ltd | ₹1,093 cr | - | earnings quality strongnet cashcyclical high volatilitycapex intensity elevated | |
| Sunshield Chemicals Ltd | ₹1,051 cr | - | earnings quality strong | |
| Amines & Plasticizers Ltd | ₹1,045 cr | - | net cashcyclical high volatilitygross block efficient | |
| Indo Amines Ltd | ₹955 cr | - | roce compounderearnings quality strongdeleveragingcyclical high volatility | |
| Bhageria Industries Ltd | ₹914 cr | - | capex coming onlinemargin under pressureearnings quality strongcyclical high volatility | |
| Gem Aromatics Ltd | ₹897 cr | - | earnings quality strongcapex intensity elevated | |
| Sree Rayalaseema Hi-Strength Hypo Ltd | ₹862 cr | - | latent operating leveragenet cashcyclical high volatilitygross block efficient | |
| Bodal Chemicals Ltd | ₹858 cr | - | margin under pressureearnings quality stronglevering upcyclical high volatility | |
| Sudarshan Pharma Industries Ltd | ₹842 cr | - | latent operating leveragelevering up | |
| Sudarshan Colorants India Ltd | ₹829 cr | - | earnings quality strongcyclical high volatilitygross block efficient | |
| Tamil Nadu Petro Products Ltd | ₹812 cr | - | latent operating leveragecyclical high volatility | |
| Valiant Organics Ltd | ₹779 cr | - | margin under pressureearnings quality strongdeleveragingcyclical high volatility | |
| Fairchem Organics Ltd | ₹748 cr | - | latent operating leveragemargin under pressureearnings quality strongcyclical high volatility | |
| Uniphos Enterprises Ltd | ₹740 cr | - | cyclical high volatilitycapex intensity elevatedgross block underutilised | |
| Sacheerome Ltd | ₹734 cr | - | capex coming onlineroce compounder | |
| Agarwal Industrial Corporation Ltd | ₹727 cr | - | latent operating leverageearnings quality strongcyclical peak basecyclical high volatility | |
| Chemcon Speciality Chemicals Ltd | ₹719 cr | - | latent operating leveragemargin under pressure | |
| Blue Pearl Agriventures Ltd | ₹711 cr | - | net cash | |
| Kothari Petrochemicals Ltd | ₹699 cr | - | roce compoundercyclical high volatilitygross block efficient | |
| Sadhana Nitro Chem Ltd | ₹673 cr | - | latent operating leveragecapex coming onlinecapex ahead of revenuecapital destroyer | |
| Jayant Agro Organics Ltd | ₹671 cr | - | latent operating leveragemargin under pressureearnings quality strong | |
| Amal Ltd | ₹661 cr | - | earnings quality strongstory tension |