Chemicals sector
199 companies · ₹1.0 L cr · 13 with AI deep dives
5y revenue CAGR
median 11.28%(p25 1.69% · p75 20.5%)
5y avg ROCE
median 11.24%(p25 4.02% · p75 20.5%)
Debt / equity
median 0.31x(p25 0.11x · p75 0.74x)
AI sector brief
from the bucket's latest earnings calls · as of 2026-06-30headwindWest Asia conflict driving severe raw material price spikes and supply disruptions sector-wide9 managements
The Israel-Iran/Gulf conflict and Strait of Hormuz disruptions were cited by nine managements as a direct headwind to input procurement. Affected materials span the value chain…
- Krishana Phoschem (Q1FY27): “Sulphur prices have risen from around ₹65,000-₹70,000 per tonne in April to almost ₹1…”
headwind5 managements🔒mixed6 managements🔒tailwind3 managements🔒mixed2 managements🔒headwind4 managements🔒headwind2 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) |
|---|---|---|---|---|
| Bayer CropScience Ltd | ₹18,893 cr | Unlock | capex coming onlineroce compoundercapex ahead of revenuecyclical high volatility | |
| Elantas Beck India Ltd | ₹7,373 cr | Unlock | latent operating leveragecapex intensity elevatedgross block efficient | |
| Madhya Bharat Agro Products Ltd | ₹7,054 cr | Unlock | capex coming onlinelevering upcyclical high volatilitygross block efficient | |
| Tanfac Industries Ltd | ₹6,071 cr | Unlock | latent operating leverageroce compoundercyclical high volatilitycapex intensity elevated | |
| Krishana Phoschem Ltd | ₹5,088 cr | Unlock | levering upcyclical high volatilitycapex intensity elevatedgross block efficient | |
| Ellenbarrie Industrial Gases Ltd | ₹3,877 cr | Unlock | earnings quality strongcapex intensity elevated | |
| Mangalore Chemicals & Fertilizers Ltd | ₹3,638 cr | Unlock | latent operating leverageroce compounderearnings quality strongdeleveraging | |
| Grauer & Weil (India) Ltd | ₹3,332 cr | Unlock | net cashcyclical high volatilitycapex intensity elevatedgross block efficient | |
| DDev Plastiks Industries Ltd | ₹2,812 cr | Unlock | roce compoundernet cashgross block efficient | |
| GSP Crop Science Ltd | ₹2,533 cr | Unlock | capex coming onlineroce compoundergross block efficient | |
| Titan Bio-tech Ltd | ₹1,768 cr | Unlock | net cashcyclical high volatilitygross block efficient | |
| Kothari Industrial Corporation Ltd | ₹1,712 cr | Unlock | cyclical 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 | |
| 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 | |
| Accent Microcell Ltd | ₹1,211 cr | Unlock | roce compoundercapex intensity elevated | |
| 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 | |
| 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 | |
| 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 | |
| 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 | |
| Advance Agrolife Ltd | ₹760 cr | Unlock | capex coming onlineearnings quality weakgross block efficient | |
| Tuticorin Alkali Chemicals & Fertilizers Ltd | ₹732 cr | Unlock | capex coming onlinelevering upcapex ahead of revenuecyclical peak base | |
| Chembond Chemicals Ltd | ₹619 cr | Unlock | roce compounderearnings quality weakgross block efficient | |
| Transpek Industry Ltd | ₹604 cr | Unlock | earnings quality strongnet cashcyclical peak basecyclical high volatility | |
| Sk Minerals & Additives Ltd | ₹587 cr | Unlock | roce compounderearnings quality weakgross block efficient | |
| Beezaasan Explotech Ltd | ₹563 cr | Unlock | earnings quality weak | |
| Best Agrolife Ltd | ₹550 cr | Unlock | latent operating leveragedeleveragingcyclical high volatilitygross block efficient | |
| Primo Chemicals Ltd | ₹548 cr | Unlock | latent operating leverageearnings quality strongcyclical high volatilitycapex intensity elevated | |
| Blue Pearl Agriventures Ltd | ₹544 cr | Unlock | net cashcyclical high volatilitygross block efficient | |
| Black Rose Industries Ltd | ₹540 cr | Unlock | capex coming onlinenet cashcapex ahead of revenuecyclical high volatility | |
| Pocl Enterprises Ltd | ₹535 cr | Unlock | roce compoundergross block efficient | |
| Vipul Organics Ltd | ₹505 cr | Unlock | capex coming onlineearnings quality strongdeleveraginggross block efficient | |
| Indogulf Cropsciences Ltd | ₹462 cr | Unlock | capex coming onlinegross block efficient | |
| Neptune Petrochemicals Ltd | ₹401 cr | Unlock | roce compounderearnings quality weakgross block efficient | |
| Alufluoride Ltd | ₹389 cr | Unlock | capex coming onlineearnings quality strongcyclical high volatilitycapex intensity elevated | |
| Sanginita Chemicals Ltd | ₹387 cr | Unlock | latent operating leveragecapital destroyercyclical high volatilitygross block efficient | |
| Mahamaya Lifesciences Ltd | ₹386 cr | Unlock | roce compounderearnings quality weakgross block efficient | |
| Nikhil Adhesives Ltd | ₹334 cr | Unlock | latent operating leveragecyclical high volatilitygross block efficient | |
| National Peroxide Ltd | ₹323 cr | Unlock | earnings quality strongnet cashcapex intensity elevated | |
| Dhariwalcorp Ltd | ₹302 cr | Unlock | roce compounderearnings quality weakgross block efficient | |
| Narmada Gelatines Ltd | ₹298 cr | Unlock | roce compoundernet cashgross block efficient | |
| Evexia Lifecare Ltd | ₹295 cr | Unlock | net cashcapital destroyercyclical high volatilitycapex intensity elevated | |
| Bhavik Enterprises Ltd | ₹287 cr | Unlock | earnings quality stronggross block efficient | |
| India Gelatine & Chemicals Ltd | ₹267 cr | Unlock | capex coming onlineearnings quality strongnet cashcapex ahead of revenue | |
| Shiv Texchem Ltd | ₹266 cr | Unlock | roce compoundergross block efficient | |
| A-1 Ltd | ₹263 cr | Unlock | levering upcyclical high volatilitygross block efficient | |
| Mahickra Chemicals Ltd | ₹259 cr | Unlock | gross block efficient | |
| Silkflex Polymers (India) Ltd | ₹240 cr | Unlock | roce compounderearnings quality weakcapex intensity elevated | |
| Shankar Lal Rampal Dye-Chem Ltd | ₹239 cr | Unlock | cyclical high volatilitygross block efficient | |
| DCM Shriram Fine Chemicals Ltd | ₹234 cr | Unlock | net cashgross block efficient | |
| Patel Chem Specialities Ltd | ₹234 cr | Unlock | capex intensity elevated | |
| Multibase India Ltd | ₹227 cr | Unlock | cyclical high volatilitygross block efficient | |
| Genus Prime Infra Ltd | ₹226 cr | Unlock | earnings quality strongcyclical high volatilitygross block underutilised | |
| Dai-ichi Karkaria Ltd | ₹225 cr | Unlock | earnings quality strongnet cashcyclical peak basecyclical high volatility | |
| Sikko Industries Ltd | ₹223 cr | Unlock | capex intensity elevatedgross block efficient | |
| Nova Agritech Ltd | ₹213 cr | Unlock | earnings quality weakgross block efficient | |
| Balaji Phosphates Ltd | ₹212 cr | Unlock | capex coming onlineearnings quality weakgross block efficient | |
| Indian Phosphate Ltd | ₹198 cr | Unlock | gross block efficient | |
| Kesar Petroproducts Ltd | ₹197 cr | Unlock | latent operating leverageearnings quality strongcyclical high volatilitycapex intensity elevated | |
| Cochin Minerals & Rutile Ltd | ₹193 cr | Unlock | latent operating leverageearnings quality weaknet cashcyclical high volatility | |
| Ducol Organics & Colours Ltd | ₹191 cr | Unlock | capex coming onlineearnings quality weakcapex intensity elevated | |
| Speb Adhesives Ltd | ₹187 cr | Unlock | net cashgross block efficient | |
| Anya Polytech & Fertilizers Ltd | ₹184 cr | Unlock | earnings quality weakgross block efficient | |
| Jaysynth Orgochem Ltd | ₹177 cr | Unlock | earnings quality weakdeleveraginggross block efficient | |
| Arvee Laboratories (India) Ltd | ₹172 cr | Unlock | latent operating leverageearnings quality strongnet cashcyclical high volatility | |
| Resonance Specialties Ltd | ₹168 cr | Unlock | net cashcyclical high volatilitygross block efficient | |
| Avi Polymers Ltd | ₹166 cr | Unlock | earnings quality weak | |
| Arcl Organics Ltd | ₹165 cr | Unlock | roce compounderearnings quality weaklevering upgross block efficient | |
| Kanchi Karpooram Ltd | ₹161 cr | Unlock | latent operating leverageearnings quality stronggross block efficient | |
| Neochem Bio Solutions Ltd | ₹156 cr | Unlock | roce compounderearnings quality weakgross block efficient | |
| Ishan Dyes and chemicals Ltd | ₹141 cr | Unlock | latent operating leverageearnings quality stronglevering upcapital destroyer | |
| Chemcrux Enterprises Ltd | ₹133 cr | Unlock | earnings quality strongcapex intensity elevated | |
| Polson Ltd | ₹131 cr | Unlock | earnings quality strongcapital destroyercyclical high volatility | |
| Jocil Ltd | ₹129 cr | Unlock | earnings quality strongcyclical high volatilitygross block efficient | |
| Vital Chemtech Ltd | ₹124 cr | Unlock | capex coming onlineearnings quality strongcapex intensity elevated | |
| Bharat Agri Fert & Realty Ltd | ₹120 cr | Unlock | latent operating leveragecapex coming onlinelevering upcapex ahead of revenue | |
| Archit Organosys Ltd | ₹117 cr | Unlock | earnings quality strongdeleveragingcyclical high volatilitygross block efficient | |
| Biopol Chemicals Ltd | ₹115 cr | Unlock | roce compounderearnings quality weakcapex intensity elevatedgross block efficient | |
| Hindcon Chemicals Ltd | ₹112 cr | Unlock | latent operating leveragecyclical high volatilitygross block efficient | |
| Crop Life Science Ltd | ₹111 cr | Unlock | gross block efficient | |
| Basant Agro-tech (India) Ltd | ₹98 cr | Unlock | levering upcyclical high volatilitygross block efficient | |
| AMBANI ORGOCHEM Ltd | ₹97 cr | Unlock | earnings quality strong | |
| Paragon Fine and Speciality Chemical Ltd | ₹96 cr | Unlock | earnings quality weaknet cashgross block efficient | |
| Renol Polychem Ltd | ₹94 cr | Unlock | earnings quality weakcapex intensity elevated | |
| Shree Hari Chemicals Export Ltd | ₹86 cr | Unlock | capex coming onlineearnings quality stronggross block efficient | |
| Deepak Chemtex Ltd | ₹85 cr | Unlock | roce compounderearnings quality weaknet cash | |
| Technichem Organics Ltd | ₹81 cr | Unlock | earnings quality weak | |
| Deep Polymers Ltd | ₹79 cr | Unlock | latent operating leverageearnings quality strong | |
| Indian Acrylics Ltd | ₹78 cr | Unlock | latent operating leveragecapital destroyercyclical high volatility | |
| Polychem Ltd | ₹78 cr | Unlock | latent operating leveragecyclical peak basecyclical high volatilitygross block efficient | |
| Ritesh International Ltd | ₹77 cr | Unlock | earnings quality strongcyclical high volatilitygross block efficient |