Carbon Black industry
Q1FY271 earlier
2 companies · ₹45,704 cr · 2 with AI deep dives · Q1FY27 report
Exhibit 3Structure
₹45,704 crHimadri Speciality Chemical Ltd is 72.9% of this industry by market cap. The top 5 are 100% and the top 10 are 100%.
mid 22 above ₹500 cr
Exhibit 5Coverage (2 of 2)
Every company here with a deep dive, topped up by market cap. The rest of the industry is in the appendix.
- Mcap
- ₹33,544 cr
- P/E
- 41.8x
- EV/EBITDA
- 30.3x
- ROCE
- 22.3%
- Margin
- 23.5%
- Rev YoY
- +28.0%
Exhibit 6What managements said
from Chemicals & Petrochemicals earnings calls · as of 2026-06-30mixedMiddle East/West Asia conflict: the dominant operating variable across the sector14 managements
Fourteen managements cited the West Asia conflict as a material driver this quarter. The disruption operates through three simultaneous channels: feedstock availability (Gulf…
- SPLPETRO (Q1FY27): “It is not one plant, one source but it is a full region from where the material is not…”
headwind10 managementsmixed4 managementsheadwind5 managementstailwind5 managementsmixed4 managementsheadwind7 managementsmixed2 managements
7 more themes from this quarter's earnings calls are locked. A free account opens 3 full reports a quarter: every theme with verbatim management quotes, the demand picture, companies running against the tide, and the regulatory & disruption watch. Sign up free →
Exhibit 7Outlook
The outlook and what resolves next quarter
Where these managements said things are heading, and the dated, checkable events that would change it. Free with an account - 3 full reports a quarter.
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