Specialty Chemicals
53 companies · ₹4.9 L cr · 3 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 2026-03-31headwindRaw material cost inflation with delayed customer pass-through compressing near-term spreads4 managements
Four of five managements flagged sharp input cost increases and acknowledged lags in recovering these through customer pricing. AARTIIND reported a 60%-plus surge in RM prices in…
- AARTIIND (Q4FY26): “over the course of next 3 to 6 months, we will be able to fully pass on the price rise…”
tailwind5 managements🔒headwind3 managements🔒headwind3 managements🔒tailwind2 managements🔒headwind2 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 | ₹1.6 L cr | - | roce compounderearnings quality strongnet cashstory tension | |
| 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 | |
| Deepak Nitrite Ltd | ₹22,754 cr | - | latent operating leveragecapex coming onlinecapex ahead of revenuecyclical peak base | |
| Atul Ltd | ₹19,152 cr | - | margin under pressureearnings quality strongnet cashcyclical 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 | |
| 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 | |
| Balaji Amines Ltd | ₹6,934 cr | - | latent operating leveragecapex coming onlinemargin under pressurenet cash | |
| Archean Chemical Industries Ltd | ₹6,703 cr | - | latent operating leverageearnings quality strongcapex intensity elevated | |
| 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 | |
| Fineotex Chemical Ltd | ₹4,596 cr | - | latent operating leveragemargin under pressurenet cashcyclical high volatility | |
| Laxmi Organic Industries Ltd | ₹4,268 cr | - | latent operating leveragecapex coming onlinemargin under pressureearnings quality strong | |
| Vishnu Chemicals Ltd | ₹3,978 cr | 🔒 unlock to view | latent operating leveragedeleveragingcyclical high volatility | |
| Styrenix Performance Materials Ltd | ₹3,738 cr | - | gross block efficient | |
| Foseco India Ltd | ₹3,727 cr | - | earnings quality strong | |
| Yasho Industries Ltd | ₹3,495 cr | - | latent operating leverageearnings quality stronglevering upcyclical high volatility | |
| 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 | |
| Camlin Fine Sciences Ltd | ₹2,632 cr | - | deleveragingcapital destroyercyclical high volatility | |
| Bhansali Engineering Polymers Ltd | ₹2,419 cr | - | roce compoundercyclical high volatilitygross block efficient | |
| S H Kelkar & Company Ltd | ₹1,779 cr | - | earnings quality stronggross block efficient | |
| Vidhi Specialty Food Ingredients Ltd | ₹1,442 cr | - | latent operating leverageroce compounderstory tensioncyclical high volatility | |
| Platinum Industries Ltd | ₹1,236 cr | 🔒 unlock to view | capex coming onlinenet cashcapex intensity elevatedgross block efficient | |
| Excel Industries Ltd | ₹1,149 cr | - | margin under pressureearnings quality strongnet cashcapital destroyer | |
| Oriental Aromatics Ltd | ₹1,095 cr | - | margin under pressurelevering upcapital destroyercyclical high volatility | |
| Indo Amines Ltd | ₹955 cr | - | roce compounderearnings quality strongdeleveragingcyclical 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 | |
| Chemcon Speciality Chemicals Ltd | ₹719 cr | - | latent operating leveragemargin under pressure | |
| Jayant Agro Organics Ltd | ₹671 cr | - | latent operating leveragemargin under pressureearnings quality strong | |
| DMCC Speciality Chemicals Ltd | ₹614 cr | - | earnings quality strongdeleveragingcyclical high volatilitygross block efficient | |
| Kronox Lab Sciences Ltd | ₹500 cr | - | roce compoundernet cash | |
| Plastiblends India Ltd | ₹450 cr | - | margin under pressurenet cash | |
| HP Adhesives Ltd | ₹325 cr | - | net cash | |
| Aarti Surfactants Ltd | ₹316 cr | - | margin under pressureearnings quality strongdeleveraging | |
| Dynemic Products Ltd | ₹285 cr | - | earnings quality strong | |
| Diamines & Chemicals Ltd | ₹251 cr | - | latent operating leveragecapex coming onlinenet cashcapex ahead of revenue | |
| Vikas EcoTech Ltd | ₹225 cr | - | earnings quality strongnet cash | |
| Chembond Material Technologies Ltd | ₹204 cr | - | net cash | |
| IVP Ltd | ₹164 cr | - | margin under pressureearnings quality strongdeleveragingcyclical peak base | |
| Alkali Metals Ltd | ₹86 cr | - | margin under pressureearnings quality strong |