Chemicals

Chemical companies demonstrated robust performance in fiscal year 2026, with several reporting significant revenue and profit growth. Tatva Chintan saw a 32% revenue increase and a remarkable 636% surge in profit, fueled by strong demand across its specialty chemical segments and a forthcoming greenfield project. DMCC Speciality Chemicals also benefited from higher sulphuric acid realizations, though raw material challenges and geopolitical tensions impacted volumes. Across the sector, companies like Fineotex Chemical and J.G. Chemicals achieved record annual revenues, while Ester Industries reported a substantial 301% increase in quarterly profit, reflecting improved market conditions and strategic initiatives. These developments suggest continued strength in the Indian chemicals sector, although ongoing geopolitical risks and raw material volatility remain key considerations for investors.