Chemical Sector

Specialty chemicals manufacturer Epigral is targeting revenue of Rs 5,000 crore by 2030-31, driven by upcoming production scale-ups in CPVC Resin and Epichlorohydrin (ECH), a senior company executive said. The company expects to reach Rs 2,900 crore in revenue this fiscal year following revenue of Rs 2,5002,530 crore in 2026. "In FY26, we ended with around Rs 2,500-2,530 crore of revenue, and at the current pace of growth, we expect around Rs 2,900 crore this financial year. "The capacity increase in production of CPVC Resin and ECH will start adding to the revenue from next year. Therefore, we are expecting to double our revenue to around Rs 5,000 crore by 2030-31," Epigral Chairman and Managing Director Maulik Patel told PTI. The company's CPVC Resin capacity is being doubled from 75,000 TPA to 1,50,000 TPA, while ECH capacity is being doubled from 50,000 TPA to 1,00,000 TPA at the company's existing units in Dahej, Gujarat. "Both capacity expansions are expected to be commissio

Brokerages believe select firms will continue to benefit but upside for others may reverse in Sept quarter

Gujarat Fluorochemicals reported a revenue from operations of ₹1,369 crore, up 12 per cent from ₹1,255 crore in the year-ago period

Epigral reported a net sales of ₹736.16 crore, up 17.29 per cent from ₹627.63 crore in the year-ago period

Specialty chemicals maker Vipul Organics Ltd on Monday said its unit, AdiMem Technologies, has commenced commercial sales of indigenously developed membranes, as it aims to capture a meaningful share of India's filtration market. AdiMem, which showcased its technology at IFAT India 2025 earlier this year, will launch Reverse Osmosis (RO) and Ultrafiltration (UF) membrane manufacturing at its Sayakha, Gujarat facility using proprietary Reverse Phase Transition technology, the company said in a regulatory filing. Vipul Organics said it was targeting membranes and membrane-based solutions to account for 25 per cent of its topline within three years. India's filtration market is projected to reach USD 6.33 billion by 2033. AdiMem supplies membranes alongside end-to-end effluent and sewage treatment plants and pre-treatment systems, serving the chemicals, pharmaceutical and other industrial sectors. Its product lineup spans microfiltration, ultrafiltration, nanofiltration and reverse ..

Jubilant is going through a strategic transformation from a commodity-heavy business to a specialised niche player, aiming to increase the share of speciality products across segments

Iran-Israel-US war may disrupt chemical supply chains and raise prices, says Emkay Global. Brokerage advises investors to pick chemical stocks with lower Middle East exposure

Anand Rathi expects Jubilant's capex cycle to drive a sharp earnings upturn over FY26-28, with consolidated Ebitda seen growing at around a 22 per cent CAGR

PL Capital has maintained the target price at ₹403 for Aarti Industries, valuing the stock at 24 times September 2027 estimated earnings per share (EPS)

Tanfac Industries' shares gained traction after the company announced securing a major order from Krishna Organics.

Brokerages maintained a positive stance on SRF, highlighting continued margin strength, steady volume growth, and the company's strategic capex expansion.

Kotak Securities believes that disappointing Kharif season and US tariffs may dent earnings of Specialty chemicals companies. Technical charts flag up to 19 per cent downside risk for these 5 stocks.

Globally, Gujarat Fluorochemicals operates with a capacity of 21,000 tonnes per annum, accounting for about 8-9 per cent of world share.

Shree Pushkar Chemicals share price rallied after the company incorporated unit, Dyecol Color Technologies, to act as the marketing arm for Dyes and Dyes Intermediaries Business of the company.

The brokerage remains constructive on Fine Organic, backed by its capacity expansion plans in both India and the US by FY27.

Clean Science and Technology fell over 9 per cent to hit a 52-week low of ₹1,070.5 on the NSE amid reports of promoters selling a 24 per cent stake

Archean Chemical stock rallies after the government approves the proposal of SiCSem, its subsidiary, under India Semiconductor Mission to set-up a Silicon Carbide based Compound Semiconductor fab.

Five chemical hubs are currently being established in India - Visakhapatnam (Andhra Pradesh), Dahej (Gujarat), Paradip (Odisha) and two places in Tamil Nadu

Madhya Bharat Agro share price was trading 1 per cent higher at ₹422.45 compared to Thursday's close of ₹418.15

While India is a major exporter of chemicals, it is also heavily reliant on imports, resulting in a $31 billion trade deficit in the sector in 2023