15 companies · ₹33,396 cr · 4 with AI deep dives · Q1FY27 report
Middle East shock inflates Q1FY27 margins, but managements flag windfall as transient; China caps the recovery
P/E below the sub-industry median of 10.52x, 5y ROCE above its median of 15.35%, 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.
The West Asia conflict operated through three channels: (1) RM inflation - ammonia doubled to >₹100/kg for Alkyl Amines and ~USD 600/MT FOB for Deepak Fertilisers; (2) freight…
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 8 reported so far, so it is not in the trend above.
Breadth: 75% of 8 companies grew revenue year on year (was 75% a quarter earlier) and 75% expanded margin (was 75%).
The median name trades at 10.5x, -25.7% against this industry's own 5-year median of 14.1x, and -71.7% against its own peak of 37.2x.
Supreme Petrochem Ltd is 40% of this industry by market cap. The top 5 are 90.1% and the top 10 are 99.4%.
| 12.4x |
| 10.9x |
| 8.3% |
| 12.6% |
| +17.4% |
| Unlock |
| DCW Ltd | ₹1,155 cr | 16.2x | 6.1x | 9.6% | 10.3% | +14.0% | Unlock |
| Tamil Nadu Petro Products Ltd | ₹1,023 cr | 7.2x | 8.6x | 10.9% | 8.9% | +68.5% | Unlock |
| Swan Corp Ltd | ₹7,623 cr | 34.1x | 17.1x | 3.8% | -4.7% | -16.4% | Unlock |
| Manali Petrochemicals Ltd | ₹1,260 cr | 7.0x | 6.7x | 7.3% | 8.0% | +17.0% | Unlock |
| Kothari Petrochemicals Ltd | ₹618 cr | 8.6x | 5.8x | 28.7% | 16.4% | -8.8% | Unlock |
| Pasupati Acrylon Ltd | ₹605 cr | 6.3x | 6.0x | 21.1% | 11.0% | +10.3% | Unlock |
| Agarwal Industrial Corporation Ltd | ₹482 cr | 11.8x | 6.1x | 7.9% | 7.1% | -27.0% | Unlock |
| Neptune Petrochemicals Ltd | ₹398 cr | 12.9x | 9.7x | 22.3% | 3.0% | - | Unlock |
| Indian Acrylics Ltd | ₹69 cr | - | 67.8x | -3.3% | -0.4% | +24.0% | Unlock |
| Polylink Polymers (India) Ltd | ₹45 cr | 30.8x | 15.3x | 5.4% | 3.3% | +15.2% | Unlock |
| Nexxus Petro Industries Ltd | ₹45 cr | 7.0x | 5.0x | 19.2% | 4.6% | -44.6% | Unlock |
| Gujarat Petrosynthese Ltd | ₹27 cr | 24.8x | 8.3x | 5.7% | 0.6% | +45.6% | Unlock |
| Aadi Industries Ltd | ₹10 cr | - | -108.9x | -14.2% | - | - | Unlock |