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Basic Materials

Dmcc Speciality Chemicals Limited (NSE: DMCC) Q4 FY26: Revenue Up 17.75%, Profit After Tax Rises 24.08%

DMCC Speciality Chemicals Limited reported a 17.75% Q-o-Q and 41.87% Y-o-Y revenue growth for Q4 FY26, with PAT up 24.08%.

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Dmcc Speciality Chemicals Limited NSE DMCC Q4 FY26 Results

DMCC Speciality Chemicals Limited (NSE: DMCC) reported its financial performance for Q4 and FY26, showing a robust topline growth driven by higher realisations in sulphuric acid. The company’s revenue from operations stood at ₹177.64 crore, marking a 17.75% quarter-over-quarter (Q-o-Q) and 41.87% year-over-year (Y-o-Y) increase. The company’s profit after tax (PAT) rose by 24.08% Q-o-Q and 18.27% Y-o-Y to ₹7.65 crore.

Key Financial Highlights

The company’s EBITDA stood at ₹17.86 crore, with an EBITDA margin of 10.05%, up 179 basis points Q-o-Q and 1,892 basis points Y-o-Y. The EBITDA margin improved from 9.87% to 10.05%. The export revenue increased by 13%, while domestic revenue accounted for 87% of the total. The sales of specialty chemicals rose by 31%, and bulk chemicals sales accounted for 69% of the total sales.

Operational Insights

Despite challenges in raw material availability at the Roha site due to geopolitical tensions affecting sulphur supply, the company managed to pass on increased raw material costs to customers, maintaining profitability. However, the higher input and finished goods prices have stretched working capital requirements, which the company has met through short-term borrowings. The company remains cautiously optimistic about the future, focusing on operational stability and prudent working capital management.

Bimal Goculdas, Managing Director and CEO, commented on the performance, highlighting the company’s strong asset base and capacity to scale once the operating environment stabilizes. With a diversified portfolio and expanding geographic footprint, DMCC is well-positioned for a sharp growth rebound as conditions normalize.

Source: NSE Corporate Announcement

Fundamental & Technical Analysis of DMCC SPECIALITY CHEMICALS LIMITED

DMCC SPECIALITY CHEMICALS LIMITED belongs to the › sector. Here’s a quick read on where the business and the stock stand today.

DMCC
Basic Materials › Chemicals
BREAKOUT
64
Fundamental
86
Technical
76
Overall

1W +4.63%
1M +7.64%
3M +21.61%
P/E: 19.3 Cap: Small
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DMCC gains 26.8% over three months and trades near its 52-week highs. The PEG stands at 99.67 — severely stretched. Any earnings miss could trigger a sharp de-rating. Razor-thin margins below 5% make profitability extremely vulnerable — this business needs scale or pricing power urgently. Buyers show up with 3.2x the volume of sellers. Moreover, they dominated on 16 of recent sessions versus 14 for sellers — a healthy accumulation pattern. The stock rises 26.8% in three months. Yet revenue grows at only 9.5% and the PEG stands at 99.67. Either the market prices in a turnaround that has not shown up yet, or this is momentum without substance. Check the next two earnings prints before drawing conclusions. Check Fundamentals of DMCC SPECIALITY CHEMICALS LIMITED.

Basic Materials

Indo Borax & Chemicals Limited (indoborax) Strengthens Operational Synergies with Kronox Lab Sciences Appoints Suresh Kalra as Managing Director and CEO

Indo Borax & Chemicals Limited (INDOBORAX) strengthens operational synergies with Kronox Lab Sciences, appoints Suresh Kalra as Managing Director and CEO.

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Indo Borax & Chemicals Limited Indoborax Appoints Suresh Kalra

Indo Borax & Chemicals Limited (INDOBORAX) has announced a significant leadership change in its recently acquired specialty chemicals company, Kronox Lab Sciences Limited. The company has appointed Mr. Suresh Kalra as Managing Director and CEO, marking a new phase in its growth strategy. This move follows the completion of the acquisition of a 64.26% stake in Kronox Lab Sciences on September 29, 2026. The new leadership aims to strengthen operations, expand capabilities, and pursue sustainable growth opportunities across India and global markets.

Leadership Transition at Kronox Lab Sciences

Mr. Kalra brings over 25 years of leadership experience in the chemicals industry, with expertise in global operations, P&L management, manufacturing, strategic planning, and international business expansion. His appointment is expected to leverage Kronox’s strong foundation in high-purity specialty chemicals, supported by its manufacturing capabilities, technical expertise, and growing presence in domestic and international markets.

New Board Brings Diverse Expertise

The new board at Kronox Lab Sciences brings together experience across chemicals, manufacturing, financial management, banking, legal, and corporate governance. The board has also reconstituted the Audit Committee, Nomination and Remuneration Committee, Stakeholders Relationship Committee, and Corporate Social Responsibility Committee to ensure robust governance and strategic direction.

About Kronox Lab Sciences Ltd: Incorporated in 2008 and headquartered in Vadodara, Gujarat, Kronox Lab Sciences Limited manufactures high-purity specialty fine chemicals, including excipients, reagents, buffers, and intermediates, for various industries. The company operates multiple manufacturing units in Gujarat and markets a portfolio of more than 185 products across domestic and export markets. For FY2026, the company reported revenue of approximately INR 101 crore and profit after tax of approximately INR 28 crore.

About Indo Borax & Chemicals Ltd: Established in 1980, Indo Borax & Chemicals Ltd. is a manufacturer of boron-based chemicals and a producer of Boric Acid. The company operates manufacturing facilities at Pithampur, Madhya Pradesh, producing Boric Acid, Disodium Octaborate Tetrahydrate (D.O.T.), and Borax. Indo Borax also manufactures Pharma Grade Boric Acid as per the Indian Pharmacopoeia and was among the first companies in India to receive a BIS licence for manufacturing Technical Grade Boric Acid.

Source: NSE Corporate Announcement

Fundamental & Technical Analysis of Indo Borax & Chemicals Limited

Indo Borax & Chemicals Limited belongs to the › sector. Here’s a quick read on where the business and the stock stand today.

INDOBORAX
Basic Materials › Chemicals
CONSOLIDATING DOWN
40
Fundamental
84
Technical
62
Overall

1W +3.77%
1M -9.02%
3M +19.69%
P/E: 26.7 Cap: Small
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Indo gains 19.7% over three months and trades near its 52-week highs. Margins at 23.3% are impressive but need to be sustained — any compression would be a red flag. Revenue contracts at -1.4% CAGR. That signals structural headwinds, not a short-term blip. The stock gives back 9.0% in the last month despite a positive three-month run. As a result, the earlier momentum appears to be fading. The stock holds up despite -1.4% revenue growth and a PEG of 99.00. That could signal an early turnaround. Alternatively, index flows simply support the price. Watch whether analysts revise estimates upward — that is the real signal. Check Fundamentals of Indo Borax & Chemicals Limited.

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APLAPOLLO

Apl Apollo Tubes Limited (aplapollo) Q2fy27: Sales Volume Reaches Record High of 963,143 Ton

APL Apollo Tubes Limited (NSE: APLAPOLLO) announced record-breaking sales volume of 963,143 Ton in Q2FY27, marking a 13% YoY increase.

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Apl Apollo Tubes Limited NSE Aplapollo Q2fy27 Sales Volume

APL Apollo Tubes Limited (APL Apollo), the world’s largest branded structural steel tube company, announced its sales volume for Q2FY27. The company registered its highest-ever sales volume of 963,143 Ton in Q2FY27, up from 855,037 Ton in Q2FY26. Notably, this marks a 13% year-over-year (YoY) increase and a 29% quarter-over-quarter (QoQ) surge.

Record-Breaking Q2FY27 Performance

The impressive Q2FY27 performance is a testament to APL Apollo’s robust growth trajectory. The company’s sales volume for H1FY27 stands at 1,707,966 Ton, reflecting a 4% YoY growth. The company’s diverse product range, including the APL Apollo Brand, SG Premium Brand, UAE Operations, and Roofing Products, contributed significantly to this milestone.

Strategic Expansion and Manufacturing Excellence

Headquartered in Delhi NCR, APL Apollo operates 11 manufacturing facilities with a total capacity of 5 Mn Ton. The company’s strategic expansion across India, with units in Hyderabad, Sikandarabad, Bangalore, Hosur, Raipur, Malur, Murbad, and Umm AI Quwain, ensures a wide distribution network. This extensive network, coupled with state-of-the-art manufacturing facilities, enables APL Apollo to cater to various industry applications, including urban infrastructure, real estate, rural housing, commercial construction, greenhouse structures, and engineering applications.

As a result, APL Apollo continues to solidify its position as India’s leading structural steel tube manufacturer, poised for sustained growth and innovation in the building material sector.

Source: NSE Corporate Announcement

Fundamental & Technical Analysis of APL Apollo Tubes Limited

APL Apollo Tubes Limited belongs to the › sector. Here’s a quick read on where the business and the stock stand today.

APLAPOLLO
Basic Materials › Steel
CONSOLIDATING DOWN
68
Fundamental
64
Technical
67
Overall

1W -3.16%
1M -5.3%
3M +18.33%
P/E: 47.9 Cap: Large
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APL gains 22.5% over three months and trades near its 52-week highs. Thin margins at 5.2% leave limited room for error — any demand softness or cost spike hits the bottom line hard. The PEG of 2.12 makes it expensive versus peers. The premium needs earnings to catch up quickly. The stock gives back 1.5% in the last month despite a positive three-month run. As a result, the earlier momentum appears to be fading. The stock rises 22.5% in three months on 12.6% 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 APL Apollo Tubes Limited.

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Basic Materials

Surya Roshni Limited (suryarosni) Q2 & H1 FY27 Business Update: Steel Pipes Sales Surge 23% Yoy

Surya Roshni Limited (SURYAROSNI) reports a 23% YoY growth in steel pipes sales for Q2 FY27 and 22% increase in H1 FY27. Key update on sales volumes.

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Surya Roshni Limited Suryarosni Q2 FY27 Business Update

Surya Roshni Limited (SURYAROSNI) announced its business update for the quarter and half year ended September 30, 2026. The company, which is the largest exporter of ERW pipes and one of the largest lighting companies in India, reported significant growth in its steel pipes and strips segment. The steel pipes and strips sales volume stood at 2.67 lakh tonnes in Q2FY27, marking a 23% year-on-year growth compared to 2.18 lakh tonnes in Q2FY26. This growth marks the highest quarterly sales volume for the business to date.

Steel Pipes & Strips Sales Volume Update

The company’s steel pipes and strips segment delivered impressive results. The sales volume for the half year ended September 30, 2026, stood at 4.95 lakh tonnes, a 22% increase from the 4.07 lakh tonnes recorded in the same period of FY26. This robust performance highlights the company’s strong market position and operational efficiency.

Lighting & Consumer Durables Segment

The lighting and consumer durables segment also saw its highest quarterly volume performance in Q2FY27. This growth was supported by the festive season demand and broad-based expansion across various segments. The company continues to leverage its market leadership to drive growth and innovation in its product offerings.

As Surya Roshni Limited looks ahead, the company remains focused on maintaining its growth trajectory and exploring new opportunities to further enhance its market presence.

Source: NSE Corporate Announcement

Fundamental & Technical Analysis of Surya Roshni Limited

Surya Roshni Limited belongs to the › sector. Here’s a quick read on where the business and the stock stand today.

SURYAROSNI
Basic Materials › Steel
CONSOLIDATION
38
Fundamental
46
Technical
42
Overall

1W +1.46%
1M +0.85%
3M -16.19%
P/E: 15.4 Cap: Small
AI-Powered Analysis • TradeAlone
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Surya falls 14.1% over three months and has not found a floor yet. Razor-thin margins below 5% make profitability extremely vulnerable — this business needs scale or pricing power urgently. Revenue contracts at -2.0% CAGR. That signals structural headwinds, not a short-term blip. The stock gains 0.8% in the last month, recovering from the three-month slide. However, it is too early to call this a confirmed reversal. Revenue grows at -2.0% 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 Surya Roshni Limited.

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