Commodity Chemicals sector
22 companies · ₹1.5 L cr · 7 with AI deep dives
5y revenue CAGR
median 8.67%(p25 3.19% · p75 11.93%)
5y avg ROCE
median 13.62%(p25 7.49% · p75 16.23%)
Debt / equity
median 0.27x(p25 0.1x · p75 0.6x)
AI sector brief
from the bucket's latest earnings calls · as of 2026-03-31headwindMiddle East conflict disrupting raw material supply chains and inflating input costs5 managements
Five of seven covered managements cited the ongoing Middle East conflict as a material supply-chain event in Q4 FY26. Effects spanned: VCM shortages that collapsed S-PVC spreads…
- SRF (Q4 FY26): “Persistent geopolitical tensions, particularly the ongoing conflict in the Middle East…”
headwind4 managements🔒headwind4 managements🔒tailwind6 managements🔒mixed4 managements🔒headwind2 managements🔒headwind2 managements🔒
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| Company | Mcap | AI verdict | Signals | Stated KPIs (latest call) |
|---|---|---|---|---|
| SRF Ltd | ₹78,259 cr | Unlock | earnings quality strongdeleveragingcyclical high volatilitycapex intensity elevated | |
| Deepak Fertilisers & Petrochemicals Corp Ltd | ₹20,521 cr | Unlock | latent operating leveragecapex coming onlineearnings quality stronglevering up | |
| Tata Chemicals Ltd | ₹17,283 cr | Unlock | earnings quality strongcapital destroyercyclical high volatility | |
| Gujarat Narmada Valley Fertilizers & Chemicals Ltd | ₹7,719 cr | Unlock | capex coming onlinecapex ahead of revenuecyclical peak basecyclical high volatility | |
| Gujarat Alkalies & Chemicals Ltd | ₹5,018 cr | Unlock | earnings quality strongcyclical peak basecyclical high volatility | |
| GHCL Ltd | ₹4,048 cr | Unlock | net cashcyclical high volatilitycapex intensity elevated | |
| Chemplast Sanmar Ltd | ₹3,210 cr | Unlock | latent operating leverageearnings quality stronglevering upcyclical high volatility | |
| Thirumalai Chemicals Ltd | ₹2,037 cr | Unlock | latent operating leveragecapex coming onlineearnings quality stronglevering up | |
| J.G.Chemicals Ltd | ₹1,983 cr | Unlock | net cashcapex intensity elevatedgross block efficient | |
| I G Petrochemicals Ltd | ₹1,423 cr | Unlock | latent operating leverageearnings quality strongcyclical peak basecyclical high volatility | |
| Indo Borax & Chemicals Ltd | ₹1,240 cr | Unlock | cyclical peak basecyclical high volatilitygross block efficient | |
| Andhra Sugars Ltd | ₹1,136 cr | Unlock | earnings quality strongnet cashcyclical high volatilitygross block efficient | |
| Amines & Plasticizers Ltd | ₹1,107 cr | Unlock | net cashcyclical high volatilitygross block efficient | |
| Sree Rayalaseema Hi-Strength Hypo Ltd | ₹823 cr | Unlock | latent operating leveragenet cashcyclical high volatilitygross block efficient | |
| Sadhana Nitro Chem Ltd | ₹795 cr | Unlock | latent operating leveragecapex coming onlinecapex ahead of revenuecapital destroyer | |
| Chemfab Alkalis Ltd | ₹539 cr | Unlock | latent operating leverageearnings quality strongcyclical peak basecyclical high volatility | |
| Mangalam Organics Ltd | ₹453 cr | Unlock | levering upcyclical high volatility | |
| Andhra Petrochemicals Ltd | ₹411 cr | Unlock | cyclical high volatilitycapex intensity elevatedgross block efficient | |
| Lords Chloro Alkali Ltd | ₹407 cr | Unlock | latent operating leverageearnings quality stronglevering upcyclical high volatility | |
| Hindustan Organic Chemicals Ltd | ₹245 cr | Unlock | latent operating leverageearnings quality strongcyclical high volatilitygross block efficient | |
| Oriental Carbon & Chemicals Ltd | ₹113 cr | Unlock | earnings quality strongcapital destroyercyclical high volatilitycapex intensity elevated | |
| TECIL Chemicals & Hydro Power Ltd | ₹20 cr | Unlock | gross block underutilised |