📈 Live Market Tracking
Every NSE and BSE corporate filing, read and explained by AI within minutes — impact, key figures, short/long-term view and what to watch.
Live · AI analyzer runs every 5 min (07:00–23:55 IST)
Latest filing: 2026-08-05 18:42
0 analysed today
0
Today
133,620
All-time analysed
40,132
Positive
6,284
Negative
79,384
Neutral
7,752
Watch
📊 Last 7 days — analysed filings by sentiment
Note: These are AI-generated, educational summaries of public NSE
filings — grounded in each document, but not investment advice and possibly incomplete.
Verify against the original filing and consult a SEBI-registered adviser before acting.
8 announcements match the current filters (relevance ≥ 5).
56% YoY Revenue Growth in Q1FY27; PAT Surges 218% to ₹30.4 Cr
Bodal Chemicals reported a strong start to FY27 with consolidated revenue reaching ₹715.2 Cr, a 56% YoY increase. Net profit (PAT) jumped significantly by 218.7% YoY to ₹30.4 Cr, driven by improved realizations and volume growth across key segments. The newly commissioned Benzene downstream division at Saykha has begun contributing to the topline, while the Turkish subsidiary Sener Boya showed robust performance. Despite higher raw material costs linked to crude oil, the company maintained an EBITDA margin of 10.5% through effective price pass-throughs.
Confidence: HIGH
What changedThe company has transitioned from a period of stagnant growth to a high-growth phase in Q1FY27, supported by the operationalization of new capacities and improved market demand.
Why it mattersThe successful integration of the Benzene downstream division and the recovery in Dye Intermediates are critical for improving the company's historically low ROCE (7%) and managing its ₹813 Cr debt load.
Q1FY27 Revenue: ₹715.2 CrQ1FY27 PAT: ₹30.4 CrQ1 Revenue vs TTM Revenue: ~35.5%EBITDA Margin: 10.5%Dye Intermediates Revenue: ₹216.6 Cr
📅 Short termThe stock is likely to react positively to the sharp recovery in profitability and the start of revenue contribution from the Saykha plant.
📈 Long termStructural growth depends on the successful scaling of the Benzene downstream business and maintaining cost leadership through its integrated manufacturing model.
⚠ Risk flags
🔬 Flagged for deeper Multibagger analysis — view briefs →
- High sensitivity to global crude oil prices
- Significant debt-to-equity ratio of 0.68
- Subdued performance in Chinese and Indonesian subsidiaries
Key Highlights
Consolidated Revenue grew 56% YoY to ₹7,152 mn in Q1FY27.
Profit After Tax (PAT) increased by 218.7% YoY to ₹304 mn from ₹95 mn.
Dye Intermediates segment revenue rose 44% YoY to ₹2,166 mn.
Basic Chemicals revenue surged 89% YoY to ₹839 mn, primarily due to Sulphur price increases.
Turkish subsidiary Sener Boya reported 41% revenue growth and a PAT of ₹22 mn.
👀 What to Watch
Investors should monitor the quarterly ramp-up and margin contribution of the new Benzene downstream division at Saykha, as well as the impact of crude oil price volatility on raw material costs.
178% YoY PAT Growth: Bodal Chemicals Reports Q1 FY27 Standalone Profit of ₹28.78 Cr
Bodal Chemicals delivered a strong YoY performance for Q1 FY27, with standalone revenue rising 57% to ₹698.30 Cr compared to ₹444.85 Cr in the previous year's quarter. Standalone Net Profit surged 178% YoY to ₹28.78 Cr, although it saw a slight sequential decline from ₹30.52 Cr in Q4 FY26. The results were supported by a ₹2.57 Cr SGST incentive from the Punjab Industrial Incentive Scheme. However, the company faced a ₹1.31 Cr impact due to hyperinflationary accounting for its Turkish subsidiaries.
Confidence: HIGH
What changedBodal Chemicals has significantly improved its top-line and bottom-line performance compared to the previous year, maintaining the momentum seen in late FY26.
Why it mattersThe strong YoY growth indicates a recovery in the Dyes and Pigments sector and validates the company's integrated business model, which aims for cost leadership.
Standalone Revenue (Q1 FY27): ₹698.30 CrStandalone PAT (Q1 FY27): ₹28.78 CrRevenue vs TTM Revenue: ~34.7%YoY Revenue Growth: 57%YoY PAT Growth: 178%SGST Incentive recognized: ₹2.57 Cr
📅 Short termThe stock is likely to react positively to the substantial YoY growth in profitability and revenue, which exceeds the quarterly average of the previous fiscal year.
📈 Long termThe company's focus on backward integration and international expansion through subsidiaries provides a structural growth path, though it remains sensitive to global commodity cycles.
⚠ Risk flags
- Sensitivity to crude oil price fluctuations (15-20% cost impact)
- Hyperinflationary risks in Turkish operations
- Reliance on government incentives for a portion of revenue
Key Highlights
Standalone Revenue from operations grew 57% YoY to ₹698.30 Cr.
Standalone Net Profit increased 178% YoY to ₹28.78 Cr from ₹10.34 Cr in Q1 FY26.
Revenue includes ₹2.57 Cr SGST incentive under the Punjab Industrial Incentive Scheme.
Hyperinflation accounting in Turkey resulted in a ₹1.31 Cr debit to other expenses in consolidated results.
Standalone EPS for the quarter stood at ₹2.29, up from ₹0.82 in the same quarter last year.
👀 What to Watch
Investors should monitor the sustainability of these higher revenue levels and the impact of crude oil price volatility on margins. The upcoming AGM on September 25, 2026, may provide further clarity on international subsidiary performance.
Bodal Chemicals Promoters Declare Zero Share Encumbrance for FY 2025-26
Suresh J. Patel, on behalf of the promoter group of Bodal Chemicals Limited, has submitted a declaration under SEBI Takeover Regulations for the financial year ended March 31, 2026. The filing confirms that the promoters and persons acting in concert (PAC) have not made any encumbrance, directly or indirectly, on their shareholding during the period. This annual disclosure includes eight members of the promoter group, ensuring transparency regarding the status of their equity stakes. The absence of pledged shares is typically viewed as a sign of financial stability and confidence by the company's leadership.
Key Highlights
Promoters confirmed zero encumbrances on shares for the financial year ended March 31, 2026.
Disclosure submitted under Regulation 31(4) of SEBI (Substantial Acquisition of Shares and Takeovers) Regulations, 2011.
The declaration covers 8 specific promoter group members including Suresh J. Patel and Ankit S. Patel.
Confirmation provided to both BSE and NSE as part of annual compliance requirements.
👀 What to Watch
Investors can take comfort in the fact that promoter shares are unencumbered, reducing the risk of forced selling or volatility due to margin calls. This supports a stable fundamental outlook for the stock.
Bodal Chemicals FY26 PAT Surges 158% to ₹478 Million on Strong Volume Growth
Bodal Chemicals reported a strong performance for FY26, with consolidated revenue growing 16% YoY to ₹20,539 million. The company's Net Profit (PAT) saw a massive jump of 158.5%, reaching ₹478.3 million, driven by improved volumes, better realizations, and SGST incentives from the Punjab government. While the Saykha plant's overheads and hyperinflation in Turkey impacted margins, a robust Q4 recovery in Dye Intermediates and Dyestuffs signals a positive turnaround for the core business.
Key Highlights
Consolidated FY26 Revenue grew 16.9% YoY to ₹20,539 million.
Full-year PAT increased by 158.5% to ₹478.3 million from ₹185 million in FY25.
Q4FY26 EBITDA margins improved to 12.0% compared to 10.9% in Q4FY25.
Basic Chemicals segment revenue surged 80% YoY to ₹1,655 million in FY26.
The company successfully recognized SGST incentives for Unit 12 in Punjab, boosting profitability.
👀 What to Watch
Investors should focus on the company's ability to pass on raw material costs and the margin trajectory of the new Saykha benzene plant. The significant bottom-line recovery makes this a positive development for long-term shareholders.
Bodal Chemicals Approves FY26 Audited Results and Sale of Inoperative Ahmedabad Unit
Bodal Chemicals has approved its audited financial results for the fiscal year ended March 31, 2026, receiving an unmodified auditor's opinion. The Board also authorized the sale of Unit-I in Vatva, Ahmedabad, which has been inoperative since May 24, 2024, and is considered non-significant to the company's overall revenue. The auditors highlighted an emphasis of matter regarding the recognition of SGST incentive income under the Punjab Industrial Incentive Scheme. The sale of the idle unit will be conducted at prevailing market rates to streamline operations.
Key Highlights
Approved audited standalone and consolidated financial results for the year ended March 31, 2026.
Authorized the sale of Unit-I in Vatva, Ahmedabad, which has been closed since May 2024.
The unit being sold is not significant in terms of revenue or size relative to the company.
Auditor's report includes an emphasis of matter regarding SGST incentive income recognition.
The Board meeting concluded with an unmodified opinion on the annual accounts.
👀 What to Watch
Investors should review the detailed financial statements for FY26 to assess operational performance and margin trends. The sale of the inoperative unit is a routine asset monetization move and is unlikely to impact the stock price significantly.
Bodal Chemicals Q3FY26 Revenue Up 13% to ₹5,047 Mn; PAT Slumps 95% on Higher Overheads
Bodal Chemicals reported a 12% YoY growth in 9MFY26 revenue to ₹14,633 million, driven by strong performance in Basic Chemicals and new Benzene downstream sales. However, Q3FY26 PAT plummeted 95.5% YoY to ₹2.4 million as the company faced increased interest and depreciation costs following the capitalization of the Saykha project. While the 9M PAT shows a 294% increase to ₹158 million due to a low base, quarterly margins were squeezed by a ₹17.97 million impact from the New Labour Code and hyperinflation losses in Turkey. Management expects the newly operational Saykha plant to contribute meaningfully to the bottom line in the coming quarters.
Key Highlights
9MFY26 revenue grew 12% YoY to ₹14,633 million, while EBITDA rose 9% to ₹1,317 million.
Q3FY26 EBITDA margin contracted to 7.4% from 10.4% YoY due to higher overheads and a ₹17.97 million labor code impact.
Basic Chemicals segment revenue surged 40% YoY in 9MFY26 to ₹1,023 million, led by higher realization prices.
The Saykha Benzene downstream project has commenced production, contributing to topline but currently offsetting profits via high depreciation and interest.
Turkish subsidiary Sener Boya was impacted by hyperinflation, resulting in a ₹10 million loss during the quarter.
👀 What to Watch
Investors should closely monitor the capacity utilization and margin profile of the new Saykha plant, as its ability to absorb high fixed costs is critical for earnings recovery. While revenue growth is healthy, the stock may remain range-bound until quarterly profitability stabilizes.
Bodal Chemicals Q3 Profit Drops to ₹2.4M; Board Approves Sale of 40 Acres of Land
Bodal Chemicals reported a sharp decline in consolidated net profit to ₹2.42 million for Q3 FY26, down from ₹59.93 million in the previous quarter, despite a slight revenue growth to ₹4,895.69 million. The company has approved the sale of approximately 40 acres of land at its Unit-12 to buyers who will consume its byproducts, Chlorine and Hydrogen. This strategic move aims to monetize non-core assets and ensure uninterrupted production by securing captive-like consumption for byproducts. While 9-month profits show a significant year-on-year improvement to ₹157.68 million, the current quarterly performance remains under pressure.
Key Highlights
Consolidated revenue for Q3 FY26 rose 10.4% YoY to ₹4,895.69 million compared to ₹4,434.66 million.
Net profit plummeted to ₹2.42 million in Q3 FY26 from ₹54.15 million in the same quarter last year.
Board approved selling 15.19 acres and 24.71 acres of land at Unit-12 to industrial buyers to facilitate byproduct consumption.
9-month FY26 net profit stands at ₹157.68 million, a significant increase from ₹39.98 million in 9M FY25.
Total comprehensive income for the quarter turned into a loss of ₹5.09 million due to foreign exchange translation differences.
👀 What to Watch
Investors should monitor the execution of the land sales as they address critical operational bottlenecks regarding byproduct disposal which impacts production stability. The sharp sequential drop in margins warrants caution despite the improved nine-month year-on-year trajectory.
Bodal Chemicals Assigned IVR A-/Stable Rating for INR 1127.53 Cr Debt Facilities
Infomerics Valuation and Rating Limited has assigned new credit ratings to Bodal Chemicals Limited for total facilities worth INR 1127.53 crore. The long-term bank facilities of INR 957.53 crore have been rated 'IVR A-' with a 'Stable' outlook. Additionally, short-term bank facilities of INR 120.00 crore and proposed commercial paper of INR 50.00 crore received 'IVR A2+' ratings. This assignment establishes a credit profile for the company's significant debt and proposed short-term instruments.
Key Highlights
Total facilities worth INR 1127.53 crore assigned new ratings by Infomerics.
Long-term bank facilities of INR 957.53 crore rated IVR A- with a Stable outlook.
Short-term bank facilities of INR 120.00 crore assigned IVR A2+ rating.
Proposed Commercial Paper of INR 50.00 crore assigned IVR A2+ rating.
👀 What to Watch
The investment-grade rating reflects a moderate degree of safety regarding debt obligations. Investors should monitor if this rating leads to better refinancing terms or lower interest costs for the company.
