Basic Materials
J.g. Chemicals Limited Appoints Two Independent Directors
J.G. Chemicals Limited (NSE: JGCHEM) appoints Mr. Sunil Duggal and Mr. Kaushik Roy as Independent Directors, enhancing its governance framework.
J.G. Chemicals Limited (NSE: JGCHEM), a leading manufacturer of Zinc Oxide, announced the appointment of two distinguished professionals, Mr. Sunil Duggal and Mr. Kaushik Roy, as Independent Directors on its Board, effective 3 November 2026. Both bring extensive leadership experience and a strong track record across the metals, mining, and chemicals industries. Their appointments further strengthen the Company’s governance framework and add valuable perspectives to its strategic direction.
Experience of Mr. Sunil Duggal
Mr. Sunil Duggal holds an Electrical Engineering degree from Thapar Institute of Engineering & Technology, Patiala, and is an alumnus of IMD, Lausanne and IIM Calcutta. He is an industry veteran with over three decades of experience, having led large-scale organizations across the mining, metals, cement, and technology sectors. Notably, he served as Whole-time Director and Chief Executive Officer of Vedanta Limited and held several leadership positions at Hindustan Zinc Limited, including Chief Executive Officer and Whole-time Director. His contributions have been recognized through honors including CEO of the Year by ABP News in 2018 and Business Leader of the Year by ET Now in 2019.
Experience of Mr. Kaushik Roy
Mr. Kaushik Roy holds a mechanical engineer degree from IIT Kharagpur. He studied Business Administration at the University of Tokyo and is an alumnus of IMD, Switzerland. He brings over three decades of experience in strategic leadership, business transformation, operational excellence, and sustainable growth across industrial sectors. Notably, he served as Managing Director of PCBL Chemical Limited (2013-2025), where he contributed to the organization’s transformation into a global chemical player and its diversification across core and specialty chemical portfolios.
Anirudh Jhunjhunwala, MD & CEO of JG Chemicals, expressed his delight at the appointments, stating, “We are delighted to welcome Mr. Sunil Duggal and Mr. Kaushik Roy to the Board of JG Chemicals. Their extensive leadership experience, strategic insights, and deep understanding of the metals and chemicals sectors will be invaluable as the Company continues to strengthen its governance practices and pursue its long-term growth objectives. Their appointments represent an important step in reinforcing our commitment to transparent, effective governance and sustainable value creation for all stakeholders.”
Source: NSE Corporate Announcement
Fundamental & Technical Analysis of J.G.Chemicals Limited
J.G.Chemicals Limited belongs to the Basic Materials › Other Industrial Metals & Mining sector. Here’s a quick read on where the business and the stock stand today.
J.G.Chemicals gains 43.2% over three months and trades near its 52-week highs. The PEG stands at 5.37 — severely stretched. Any earnings miss could trigger a sharp de-rating. Thin margins at 7.0% leave limited room for error — any demand softness or cost spike hits the bottom line hard. The stock trades at 86% of its 52-week range — near its best levels of the year. Clearly, the market pays a premium for this name. The stock rises 43.2% in three months on 7.1% revenue growth. As a result, the market gives it more credit than the fundamentals strictly justify. Watch the next quarterly results. If growth accelerates, the move makes sense. If not, expect some gains to unwind. Check Fundamentals of J.G.Chemicals Limited.
Basic Materials
Lloyds Metals and Energy Limited (lloydsme) Q2 FY27: Record Standalone Revenue, Ebitda and PAT
Lloyds Metals And Energy Limited (LLOYDSME) reports record standalone revenue, EBITDA and PAT for Q2 FY27, driven by strong growth in iron ore and DRI segments.
Lloyds Metals And Energy Limited (NSE: LLOYDSME) has announced its financial results for Q2 FY27, showcasing record standalone revenue, EBITDA and PAT. The company reported a revenue of INR 41,320 Mn, marking a sharp 62% YoY growth. EBITDA reached INR 15,380 Mn, up 83% YoY, while PAT stood at INR 36,583 Mn, reflecting a robust performance driven by higher iron ore EC limits, faster ramp-up of the pellet plant, and improved sponge iron volumes.
Strong Growth Backed by Operating Leverage and Mix Improvement
The company’s EBITDA margin for H1FY27 stood at 38.33%, reflecting strong operating leverage and increased share of value-added products (VAP). Commissioning of the slurry pipeline lowered logistics and freight costs for iron ore, while higher realisations across products strengthened overall margins. A better product mix, with higher contribution from value-added products like pellets, led to meaningful margin expansion.
Quarterly Product Wise Performance
Demand for products remains strong and buoyant with domestic demand maintaining positive momentum. The company has incurred capex of INR 1,35,130 Mn during FY24-FY26 and INR 30,470 Mn/60,523 Mn in Q2FY27/H1FY27 respectively. Net Debt as on 30.09.2026 is INR 93,155 Mn. The company continues to focus on sustainable growth and innovation, with several green initiatives in place.
Source: NSE Corporate Announcement
Fundamental & Technical Analysis of Lloyds Metals And Energy Limited
Lloyds Metals And Energy Limited belongs to the Basic Materials › Steel sector. Here’s a quick read on where the business and the stock stand today.
Lloyds holds in the upper half of its 52-week range, a sign the market backs the stock. Margins at 21.5% are impressive but need to be sustained — any compression would be a red flag. Revenue consistency is the one bright spot — zero dips in five years shows operational resilience. The stock gains 2.2% in the last month, recovering from the three-month slide. However, it is too early to call this a confirmed reversal. The stock rises -0.7% in three months on 71.4% revenue growth. As a result, the market gives it more credit than the fundamentals strictly justify. Watch the next quarterly results. If growth accelerates, the move makes sense. If not, expect some gains to unwind. Check Fundamentals of Lloyds Metals And Energy Limited.
Basic Materials
Xpro India Limited (xproindia) Q2 FY27 Results: Revenue Up 47.4%, PAT Rises 62.4%
Xpro India Limited (XPROINDIA) reports Q2 FY27 results with a 47.4% revenue increase and a 62.4% rise in PAT.
Xpro India Limited, a polymer processing company specializing in coextrusion, today announced its unaudited financial results for the quarter and six months ended September 30, 2026. The company reported a significant increase in revenue, EBITDA, PBT, and PAT for Q2 FY27 compared to the same period last year.
Financial Highlights
The company’s revenue from operations for Q2 FY27 was Rs. 176.7 Cr, marking a 47.4% year-on-year increase. The EBITDA (Operations) stood at Rs. 16.4 Cr, up by 53.5% Y-o-Y. Profit Before Tax (PBT) was Rs. 12.8 Cr, showing a 68.3% rise, and Profit After Tax (PAT) reached Rs. 9.5 Cr, a 62.4% increase.
Operational Insights
The results reflect stable core operations, market and product mix dynamics, and the effects of geopolitical uncertainty. The West Asia conflict pushed polymer prices up, leading to increased average selling prices through cost pass-through and a favorable product mix. However, higher input costs and supply-chain constraints weighed on H1 margins.
Source: NSE Corporate Announcement
Fundamental & Technical Analysis of Xpro India Limited
Xpro India Limited belongs to the Basic Materials › Specialty Chemicals sector. Here’s a quick read on where the business and the stock stand today.
Xpro falls 30.0% over three months and has not found a floor yet. Thin margins at 6.1% leave limited room for error — any demand softness or cost spike hits the bottom line hard. Revenue contracts at -0.1% CAGR. That signals structural headwinds, not a short-term blip. RSI stands at 24, well into oversold territory. Yet sellers still dominated on 20 of recent sessions versus 10 for buyers, so the pressure has not fully lifted. Revenue grows at -0.1% CAGR and the PEG stands at 99.00. The growth does not match the price the market asks. Furthermore, flat price action adds no technical catalyst. A lower price or faster revenue growth would improve the odds. Check Fundamentals of Xpro India Limited.
Basic Materials
Lords Chloro Alkali Limited (lordschlo): Q2 FY27 Revenue Up 14.62%, Sales Volumes Drive Growth
Lords Chloro Alkali Limited (NSE: LORDSCHLO) reports strong revenue growth in Q2 FY27, driven by higher sales volumes.
Lords Chloro Alkali Limited (NSE: LORDSCHLO) has announced its financial results for the quarter and half year ended September 30th, 2026, revealing a robust performance in Q2 FY27. The company reported a 14.62% year-on-year growth in total income, reaching Rs. 115.51 crore, driven by higher sales volumes of key products.
Revenue and Profit Insights
Revenue from operations stood at Rs. 115.40 crore in Q2 FY27, compared to Rs. 98.34 crore in Q2 FY26, registering a growth of 17.35% year-on-year. This increase was primarily driven by higher sales volumes of Caustic Soda Lye and Chlorinated Paraffin Wax (CPW), which increased by 1,972 MT and 987 MT, respectively.
EBITDA and Margin Analysis
EBITDA (including other income) stood at Rs. 18.82 crore, compared to Rs. 21.09 crore in Q2 FY26, registering a decline of 10.79% year-on-year. The moderation was primarily attributable to lower caustic soda realizations, partly offset by improved CPW realizations and lower power and fuel expenses.
Forward-Looking Statement
Looking ahead, the company remains focused on strengthening its competitive positioning through operational excellence, downstream diversification, capacity expansion, and disciplined capital allocation. The commissioning of a 14.5 MW AC (21 MW DC) captive solar power plant, along with a Battery Energy Storage System (BESS), at Bikaner, Rajasthan, further strengthens the company’s efforts towards reducing dependence on grid electricity, improving energy cost efficiency, and advancing its transformation into a Green Chemical Company.
Source: NSE Corporate Announcement
Fundamental & Technical Analysis of Lords Chloro Alkali Limited
Lords Chloro Alkali Limited belongs to the Basic Materials › Chemicals sector. Here’s a quick read on where the business and the stock stand today.
Lords moves sideways over three months, with neither buyers nor sellers taking control. Thin margins at 8.3% leave limited room for error — any demand softness or cost spike hits the bottom line hard. No meaningful dividend — total return is entirely dependent on capital appreciation. Buyers show up with 3.3x the volume of sellers. Moreover, they dominated on 15 of recent sessions versus 13 for sellers — a healthy accumulation pattern. Price climbs recently despite 9.8% revenue growth and a PEG of 99.00. Consequently, either institutions position ahead of improvement or the move fades when earnings disappoint. Treat this as a trading signal, not an investment thesis. Check Fundamentals of Lords Chloro Alkali Limited.
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