Specialty Chemicals sector
53 companies · ₹5.2 L cr · 31 with AI deep dives
5y revenue CAGR
median 12.59%(p25 7.23% · p75 16.17%)
5y avg ROCE
median 15.77%(p25 10.59% · p75 21.72%)
Debt / equity
median 0.25x(p25 0.06x · p75 0.41x)
AI sector brief
from the bucket's latest earnings calls · as of 2026-06-30headwindWest Asia conflict triggered sector-wide supply chain and export-channel dislocation13 managements
The Middle East war was the single most widely cited headwind, flagged by at least 13 managements. Companies with Egypt or Gulf exposure (Galaxy Surfactants, Archean) faced…
- GALAXYSURF (Q4FY26): “West Asia war introduced a prolonged period of uncertainty across global supply chains…”
headwind10 managements🔒headwind6 managements🔒tailwind9 managements🔒mixed4 managements🔒headwind5 managements🔒
5 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 | |
| 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 | |
| Deepak Nitrite Ltd | ₹22,475 cr | Unlock | latent operating leveragecapex coming onlinecapex ahead of revenuecyclical peak base | |
| 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 | |
| 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 | |
| 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 | |
| Jubilant Ingrevia Ltd | ₹11,577 cr | Unlock | latent operating leverageearnings quality strongcyclical peak basecyclical high volatility | |
| Alkyl Amines Chemicals Ltd | ₹9,308 cr | Unlock | latent operating leverageearnings quality strong | |
| Clean Science & Technology Ltd | ₹7,825 cr | Unlock | latent operating leverageroce compoundercyclical high volatilitycapex intensity elevated | |
| 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 | |
| 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 | |
| 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 | |
| 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 | |
| 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 | |
| Bhansali Engineering Polymers Ltd | ₹2,827 cr | Unlock | roce compoundercyclical high volatilitygross 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 | |
| Camlin Fine Sciences Ltd | ₹2,434 cr | Unlock | deleveragingcapital destroyercyclical high volatility | |
| S H Kelkar & Company Ltd | ₹1,983 cr | Unlock | earnings quality stronggross block efficient | |
| Vidhi Specialty Food Ingredients Ltd | ₹1,559 cr | Unlock | latent operating leverageroce compoundercyclical high volatilitygross block efficient | |
| Platinum Industries Ltd | ₹1,325 cr | Unlock | capex coming onlinenet cashcapex intensity elevatedgross 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 | |
| Fairchem Organics Ltd | ₹1,041 cr | Unlock | latent operating leverageearnings quality strongcyclical high volatilitygross block efficient | |
| Indo Amines Ltd | ₹928 cr | Unlock | roce compounderearnings quality strongdeleveragingcyclical high volatility | |
| Valiant Organics Ltd | ₹735 cr | Unlock | earnings quality strongdeleveragingcyclical high volatility | |
| Jayant Agro Organics Ltd | ₹686 cr | Unlock | latent operating leverageearnings quality strongcyclical high volatilitygross block efficient | |
| DMCC Speciality Chemicals Ltd | ₹662 cr | Unlock | earnings quality strongdeleveragingcyclical high volatilitygross block efficient | |
| Chemcon Speciality Chemicals Ltd | ₹645 cr | Unlock | latent operating leverage | |
| Kronox Lab Sciences Ltd | ₹566 cr | Unlock | roce compoundernet cashgross block efficient | |
| Plastiblends India Ltd | ₹492 cr | Unlock | net cashcyclical high volatilitygross block efficient | |
| Aarti Surfactants Ltd | ₹326 cr | Unlock | earnings quality strongdeleveragingcyclical high volatilitygross block efficient | |
| HP Adhesives Ltd | ₹298 cr | Unlock | net cashgross block efficient | |
| Dynemic Products Ltd | ₹293 cr | Unlock | earnings quality strongcyclical high volatility | |
| Diamines & Chemicals Ltd | ₹246 cr | Unlock | latent operating leveragecapex coming onlinenet cashcapex ahead of revenue | |
| Chembond Material Technologies Ltd | ₹235 cr | Unlock | net cashgross block efficient | |
| Vikas EcoTech Ltd | ₹196 cr | Unlock | net cashcapex intensity elevatedgross block efficient | |
| IVP Ltd | ₹158 cr | Unlock | earnings quality strongdeleveragingcyclical peak basecyclical high volatility | |
| Alkali Metals Ltd | ₹70 cr | Unlock | earnings quality strongcyclical high volatilitygross block efficient |