5 companies · ₹1.7 L cr · 3 with AI deep dives · Q2FY27 report
West Asia war lifts spreads and inventory gains in Q1, but managements flag Q2 reversal and costlier inputs
P/E below the sub-industry median of 79.07x, 5y ROCE above its median of 15.13%, and at least 2 growth triggers stated on the latest earnings call.
Which names clear this screen is premium
The screen runs on stated growth triggers from the latest earnings calls - the same guidance data the stock screener reserves for premium. Premium names every company in this industry that is cheap against its own median and has the triggers behind it.
Diwali open house: sign in free and Premium is open to you until 8 Nov.See plans →Every company here with a deep dive, topped up by market cap. The rest of the industry is in the appendix.
This was the most widely voiced theme. Twelve managements cited higher fuel, gas, freight or feedstock costs (ammonia, propylene, styrene, VAM, sulphur/phos acid). Pass-through…
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.
Create a free account →Sept 26: 1 of 5 reported so far, so it is not in the trend above.
Breadth: 75% of 4 companies grew revenue year on year (was 75% a quarter earlier) and 50% expanded margin (was 50%).
The median name trades at 79.1x, +149.8% against this industry's own 5-year median of 31.6x, and -10.5% against its own peak of 88.3x.
Solar Industries India Ltd is 95.6% of this industry by market cap. The top 5 are 100% and the top 10 are 100%.
| 101.1x |
| 43.4x |
| 22.6% |
| 10.0% |
| -27.8% |
| Unlock |
| GOCL Corporation Ltd | ₹1,585 cr | 4.3x | 4.0x | 13.1% | -321.5% | +85.1% | Unlock |
| Keltech Energies Ltd | ₹1,300 cr | 44.3x | 27.1x | 20.5% | 7.7% | +28.2% | Unlock |
| Beezaasan Explotech Ltd | ₹1,003 cr | 77.6x | 46.6x | 12.2% | 9.8% | -2.2% | Unlock |