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Latest filing: 2026-08-04 18:21
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Note: These are AI-generated, educational summaries of public NSE
filings — grounded in each document, but not investment advice and possibly incomplete.
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12 announcements match the current filters (relevance ≥ 5).
72% PAT Growth in Q1 FY27; EBITDA Margins Expand to 23.2% on Improved Realizations
Chemcon Speciality Chemicals reported a strong start to FY27, with Q1 revenue growing 24% YoY to ₹66.5 crore. Profitability saw a significant surge as PAT rose 72% YoY to ₹11 crore, driven by a sharp expansion in EBITDA margins from 14.5% to 23.2%. The performance was bolstered by improved realizations in the Organic Chemicals segment, which now contributes 74% of total revenue. The company continues to leverage its dominant position as the only Indian manufacturer of HMDS and the world's largest producer of CMIC.
Confidence: HIGH
What changedThe company has transitioned from a period of margin pressure in FY26 (12.6% OPM) to a high-margin performance in Q1 FY27 (23.2% EBITDA margin) due to better product realizations.
Why it mattersThe sharp recovery in margins suggests improved pricing power or favorable raw material spreads, which is critical for a company with a high ROCE target and specialized global market share.
Q1 FY27 Revenue: ₹66.5 CrQ1 FY27 PAT: ₹11.0 CrEBITDA Margin: 23.2%Revenue vs TTM Revenue: 27.7%Organic Chemicals Capacity: 11,400 MTPA
📅 Short termThe stock is likely to react positively to the substantial YoY and QoQ growth in profitability and the significant margin expansion.
📈 Long termLong-term value depends on the successful execution of the P-11 expansion and the ability to maintain market share against Chinese imports in the pharma-intermediate space.
⚠ Risk flags
🔬 Flagged for deeper Multibagger analysis — view briefs →
- Pricing pressure from Chinese imports
- High client concentration (Top 10 customers contribute 48% of revenue)
- Volatility in crude oil prices impacting raw material costs
Key Highlights
Q1 FY27 Revenue increased 24% YoY to ₹66.5 crore, representing approximately 28% of total FY26 revenue.
EBITDA grew 98% YoY to ₹15.4 crore, with margins expanding significantly to 23.2% from 14.5% in the previous year.
Organic Chemicals segment (HMDS, CMIC, etc.) dominated the mix, contributing 74% of revenue in Q1 FY27.
Exports, including deemed exports, accounted for 69% of total revenue, up from 41% in FY26.
The company maintains a strong market position as the 3rd largest global manufacturer of HMDS and the largest for CMIC.
👀 What to Watch
Monitor the commercialization timeline of the upcoming P-11 unit expansion and the sustainability of the 23% EBITDA margin, which has historically fluctuated between 10% and 32% due to raw material volatility.
Chemcon Q1 PAT Jumps 71% YoY to ₹10.96 Cr; Revenue Grows 24% YoY
Chemcon Speciality Chemicals reported a strong year-on-year performance for Q1 FY27, with Net Profit rising 71.5% to ₹10.96 Cr from ₹6.39 Cr in Q1 FY26. Revenue from operations grew 24.2% YoY to ₹66.49 Cr, although it saw a sequential decline of 11.8% from the preceding March quarter. Profitability improved significantly with EPS rising to ₹2.99 compared to ₹1.74 in the year-ago period. The company has scheduled its 37th Annual General Meeting for September 17, 2026.
Confidence: HIGH
What changedChemcon has reported its Q1 FY27 financial results, showing a significant jump in profitability and a healthy YoY revenue increase.
Why it mattersThe sharp increase in PAT despite a sequential revenue dip suggests a significant improvement in operating margins, which have historically been volatile (10-32%) for the company. This performance is crucial for a small-cap player (₹664 Cr M-Cap) looking to diversify beyond its core HMDS and CMIC lines.
Revenue (Q1 FY27): ₹66.49 CrNet Profit (Q1 FY27): ₹10.96 CrYoY Revenue Growth: 24.2%YoY PAT Growth: 71.5%EPS (Q1 FY27): ₹2.99
📅 Short termThe stock may see positive momentum in the short term as the market reacts to the strong YoY bottom-line growth and margin expansion.
📈 Long termLong-term value depends on the company's ability to maintain these higher margins while achieving its 15% growth target through product diversification and export market recovery.
⚠ Risk flags
- Sequential revenue decline of 11.8% compared to Q4 FY26
- High raw material cost sensitivity (63.5% of revenue)
- Intense competition in the global HMDS market
Key Highlights
Net Profit increased by 71.5% YoY to ₹10.96 Cr in Q1 FY27.
Revenue from operations grew 24.2% YoY to ₹66.49 Cr.
Earnings Per Share (EPS) improved to ₹2.99 from ₹1.74 in Q1 FY26.
Total expenses for the quarter were ₹55.66 Cr, with raw material costs accounting for ₹42.27 Cr.
The 37th AGM is scheduled for September 17, 2026, with a cut-off date of September 10, 2026, for e-voting.
👀 What to Watch
Investors should monitor the sustainability of the improved margin profile in upcoming quarters to see if it is driven by product mix or raw material price cooling. Watch for management commentary during the AGM on September 17 regarding the progress of export market expansion.
Chemcon Q4 Revenue Jumps 37% to ₹75.4 Cr; Shivam Petrochem Acquisition Nears Completion
Chemcon Speciality Chemicals reported a robust Q4FY26 with revenue increasing 37% YoY to ₹75.4 crore and PAT rising 61% to ₹6.4 crore. While full-year FY26 PAT saw a marginal decline of 3% to ₹23.6 crore due to pricing pressures, the company demonstrated strong sequential recovery. The strategic acquisition of Shivam Petrochem Industries for ₹36 crore is expected to diversify the product portfolio into bulk drugs and intermediates. Management highlights encouraging responses for new products like Bromobenzene and 2-Bromo.
Key Highlights
Q4FY26 Revenue rose 37% YoY to ₹75.4 crore with EBITDA margins improving to 11.8%.
Full-year FY26 revenue grew 16% to ₹240 crore, though EBITDA fell 8% to ₹30.2 crore.
Completed ₹36 crore acquisition of Shivam Petrochem Industries to expand into new chemical intermediates.
Organic chemicals volume grew significantly to 1,972 MT in Q4FY26 from 1,024 MT in Q4FY25.
Exports (including deemed) contributed 41% to the total FY26 revenue mix.
👀 What to Watch
Investors should focus on the margin trajectory as the Shivam Petrochem integration completes and new high-value products scale up. The strong volume growth in the Organic segment is a positive lead indicator for future earnings.
Chemcon Declares Rs 6.50 Interim Dividend and Re-appoints Auditors for FY 2026-27
Chemcon Speciality Chemicals has declared a first interim dividend of Rs. 6.50 per share (65% of face value) for FY 2025-26, with the record date set for May 28, 2026. The company also approved its audited financial results for the year ended March 31, 2026, receiving an unmodified opinion from statutory auditors. Additionally, the board has re-appointed M/s Chetan Gandhi & Associates as Cost Auditors and M/s Kulin Shah & Associates as Internal Auditors for the upcoming financial year 2026-27.
Key Highlights
Declared first interim dividend of Rs. 6.50 per equity share of face value Rs. 10 each.
Set May 28, 2026, as the record date for the purpose of dividend payment.
Approved audited financial results for FY 2025-26 with an unmodified audit opinion.
Re-appointed M/s Chetan Gandhi & Associates as Cost Auditors for FY 2026-27.
Re-appointed M/s Kulin Shah & Associates as Internal Auditors for FY 2026-27.
👀 What to Watch
Investors interested in the dividend should ensure they hold shares before the record date of May 28, 2026. The clean audit report and consistent auditor re-appointments signal stability in financial governance.
Chemcon Speciality Declares ₹6.50 Interim Dividend; FY26 Audited Results Approved
Chemcon Speciality Chemicals has declared a first interim dividend of ₹6.50 per equity share (65% of face value) for the financial year 2025-26. The company has fixed May 28, 2026, as the record date for determining shareholder eligibility for this payout. Alongside the dividend, the board approved the audited financial results for the quarter and full year ended March 31, 2026, which received an unmodified audit opinion. The company also confirmed the re-appointment of its cost and internal auditors for the 2026-27 fiscal year.
Key Highlights
Declared first interim dividend of ₹6.50 per share on a face value of ₹10 (65% payout).
Established May 28, 2026, as the record date for the interim dividend distribution.
Approved audited financial statements for FY 2025-26 with an unmodified statutory audit opinion.
Re-appointed Chetan Gandhi & Associates as Cost Auditor and Kulin Shah & Associates as Internal Auditor for FY 2026-27.
Interim dividend payment will be processed within 30 days from the date of declaration.
👀 What to Watch
Investors interested in the dividend should ensure they hold the stock before the ex-dividend date, typically one business day prior to the May 28 record date. Monitor the full audited financial results to assess the company's year-on-year growth and margin performance.
Chemcon FY26 Revenue up 15.7% to ₹239.98 Cr; Declares ₹6.50 Interim Dividend
Chemcon Speciality Chemicals reported a 15.7% YoY increase in annual revenue to ₹239.98 crore for FY26. While annual net profit saw a slight decline to ₹23.60 crore from ₹24.45 crore, the Q4 performance was robust with a 61.5% YoY jump in net profit to ₹6.37 crore. The company declared a substantial interim dividend of ₹6.50 per share, representing 65% of the face value. Despite higher material costs impacting annual margins, the strong quarterly finish and dividend payout signal management confidence.
Key Highlights
Annual Revenue from Operations increased 15.7% YoY to ₹23,997.89 Lakhs.
Q4 FY26 Net Profit rose significantly by 61.5% YoY to ₹637.13 Lakhs compared to ₹394.60 Lakhs in Q4 FY25.
Declared a First Interim Dividend of ₹6.50 per share with a record date of May 28, 2026.
Full-year Net Profit for FY26 was ₹2,359.82 Lakhs, slightly down from ₹2,445.21 Lakhs in FY25.
Total annual expenses rose to ₹22,347.29 Lakhs, driven largely by a sharp increase in material consumption costs.
👀 What to Watch
The strong Q4 recovery and attractive dividend yield make this a positive update; investors should monitor if the quarterly margin improvement sustains into FY27 amidst rising input costs.
Chemcon Q4 Net Profit Jumps 61% YoY to ₹6.37 Cr; Declares ₹6.50 Interim Dividend
Chemcon Speciality Chemicals reported a strong Q4 performance with revenue rising 37.4% YoY to ₹75.42 crore and net profit surging 61.5% to ₹6.37 crore. For the full financial year 2025-26, revenue grew by 15.7% to ₹239.98 crore, though net profit saw a marginal decline of 3.5% to ₹23.60 crore due to higher operational expenses. The company has declared a substantial interim dividend of ₹6.50 per share (65% of face value). The board also confirmed the re-appointment of cost and internal auditors for FY 2026-27.
Key Highlights
Q4FY26 Net Profit increased 61.5% YoY to ₹637.13 lakhs from ₹394.60 lakhs.
Annual Revenue for FY26 grew 15.7% to ₹23,997.89 lakhs compared to ₹20,740.18 lakhs in FY25.
Declared a first interim dividend of ₹6.50 per equity share with a record date of May 28, 2026.
Full-year EPS stood at ₹6.44, slightly down from ₹6.68 in the previous fiscal year.
Cost of materials consumed for the full year rose significantly to ₹14,598.89 lakhs from ₹11,708.17 lakhs.
👀 What to Watch
The strong Q4 recovery suggests improving margins and demand; investors should focus on the high dividend yield and the company's ability to pass on raw material costs in the coming quarters.
Chemcon Q3 Revenue Up 5% to ₹57.3 Cr; PAT Falls 42% YoY Amid Margin Pressure
Chemcon Speciality Chemicals reported a 5% YoY revenue growth in Q3 FY26 to ₹57.3 crore, though 9M FY26 revenue showed a stronger 8% growth to ₹164.6 crore. Profitability was significantly impacted, with Q3 PAT declining 42% YoY to ₹5.1 crore due to lower realizations and Chinese dumping in the organic chemicals segment. The company is diversifying through the ₹36 crore acquisition of Shivam Petrochem, which adds new products like Trityl Chloride. Expansion remains a key focus with two new units (P10 and P11) expected to be commissioned in Q4 FY26.
Key Highlights
Q3 FY26 Revenue rose 5% YoY to ₹57.3 crore, while 9M FY26 Revenue grew 8% to ₹164.6 crore.
EBITDA for Q3 FY26 fell to ₹6.7 crore from ₹11.3 crore YoY, with margins contracting due to pricing pressures.
Acquired Shivam Petrochem Industries for ₹36 crore via slump sale to expand into new chemical intermediates.
Inorganic chemicals volume dropped to 1,045 MT in Q3 FY26 vs 1,428 MT YoY, hit by reduced oil drilling activity.
New manufacturing units P10 and P11 are scheduled for commissioning in Q4 FY26 to enhance organic chemical capacity.
👀 What to Watch
Investors should monitor the stabilization of margins and the successful integration of the Shivam Petrochem acquisition. While volume growth is visible in organic chemicals, the impact of Chinese dumping and global demand remains a significant headwind to watch.
Chemcon Q3 Net Profit Drops 42% YoY to ₹5.09 Cr Despite 5% Revenue Growth
Chemcon Speciality Chemicals reported a mixed set of results for Q3 FY26, with revenue from operations growing 5.4% YoY to ₹57.32 crore. However, the company's net profit saw a sharp decline of 42.2% YoY, falling to ₹5.09 crore from ₹8.81 crore in the same quarter last year. This margin compression is largely attributed to higher raw material costs and increased operational expenses. For the nine-month period ended December 2025, net profit stands at ₹17.23 crore, down from ₹20.51 crore in the previous year.
Key Highlights
Revenue from operations increased to ₹57.32 crore in Q3 FY26 from ₹54.39 crore in Q3 FY25.
Net profit for the quarter fell significantly to ₹5.09 crore compared to ₹8.81 crore YoY.
Earnings Per Share (EPS) declined to ₹1.39 from ₹2.40 in the corresponding quarter of the previous year.
Cost of materials consumed rose to ₹29.33 crore in Q3 FY26, up from ₹26.94 crore in Q3 FY25.
The company is proceeding with the ₹36 crore acquisition of Shivam Petrochem Industries to expand its business undertaking.
👀 What to Watch
Investors should be cautious as rising input costs are severely impacting the bottom line despite steady top-line growth. Monitor the integration of the Shivam Petrochem acquisition to see if it provides the necessary scale to improve operating margins.
Chemcon Speciality Chemicals Q3 FY26 PAT Drops 42% YoY to ₹5.09 Cr Despite Revenue Growth
Chemcon Speciality Chemicals reported a 5.4% YoY increase in revenue to ₹57.33 crore for the quarter ended December 31, 2025. However, net profit saw a significant decline of 42.2% YoY, falling to ₹5.09 crore from ₹8.81 crore in the same period last year. The profitability was impacted by rising raw material costs and a sharp spike in finance costs, which rose to ₹66.73 lakhs from ₹9.32 lakhs in the previous quarter. The company also finalized the acquisition of Shivam Petrochem Industries for ₹36 crore during this period.
Key Highlights
Revenue from operations increased 5.4% YoY to ₹57.33 crore.
Net Profit (PAT) declined 42.2% YoY to ₹5.09 crore, down from ₹8.81 crore.
Finance costs surged significantly to ₹66.73 lakhs in Q3 FY26 compared to ₹9.32 lakhs in Q2 FY26.
9M FY26 PAT stands at ₹17.23 crore, a 16% decline compared to ₹20.51 crore in 9M FY25.
Completed the acquisition of Shivam Petrochem Industries for a consideration of ₹36.00 crore.
👀 What to Watch
Investors should be cautious as the company is facing significant margin compression despite steady revenue growth. Monitor the impact of the Shivam Petrochem acquisition on future earnings and whether the company can stabilize its rising finance and operational costs.
Chemcon Completes Acquisition of Shivam Petrochem Industries for ₹36 Crore
Chemcon Speciality Chemicals has finalized the acquisition of Shivam Petrochem Industries, a promoter group entity, for a total consideration of ₹36 crore. The transaction was executed via a slump sale on a going concern basis, following shareholder approval at the 36th AGM held in September 2025. The company has confirmed the full payment of the consideration and the fulfillment of all conditions precedent under the Slump Sale Agreement. This acquisition integrates a related-party business into the listed entity, marking a significant step in the company's consolidation strategy.
Key Highlights
Acquisition of Shivam Petrochem Industries completed for a lump-sum consideration of ₹36 crore.
The transaction was structured as a slump sale on a going concern basis from a promoter group entity.
Shareholders previously approved this Material Related Party Transaction on September 11, 2025.
All conditions precedent and actions contemplated under the agreement have been duly fulfilled as of December 25, 2025.
The acquisition is now fully consummated with the transfer of the business undertaking completed.
👀 What to Watch
Investors should monitor the upcoming quarterly results to assess the margin and revenue contribution from this new acquisition. While the deal is completed, the synergy benefits and the valuation at which this promoter-group asset was acquired remain key points for long-term assessment.
Chemcon Promoter Naresh Goyal acquires 17.02% stake via inter-se gift from Navdeep Goyal
Naresh Vijaykumar Goyal, a member of the promoter group, has acquired 62,33,500 equity shares (17.02% stake) of Chemcon Speciality Chemicals Limited. The acquisition was an inter-se transfer by way of a gift from Navdeep Naresh Goyal (jointly with Shubharangana Naresh Goyal). Post-acquisition, Naresh Goyal's individual holding has increased from 8.29% to 25.30%. As this is an intra-family gift within the promoter group, the overall promoter holding remains unchanged and no open offer is required.
Key Highlights
Acquisition of 62,33,500 shares representing 17.0171% of the company's share capital.
The transaction is an inter-se transfer by way of gift, involving no monetary consideration.
Naresh Vijaykumar Goyal's individual stake increased from 8.2877% to 25.3048%.
Navdeep Naresh Goyal's stake decreased from 23.4998% to 6.4827% following the transfer.
The transaction is exempted from open offer requirements under Regulation 10(1)(a)(i) of SEBI SAST Regulations.
👀 What to Watch
This is a routine internal promoter group restructuring for personal or estate planning reasons. Investors should treat this as a neutral event as it does not impact the company's operations, fundamentals, or total promoter control.
