Company Presentation for Exclusive Conference

Company Overview

Vipul Organics Limited is a vertically integrated color chemistry company with:

  • 13 product categories and 2,400+ SKUs across pigments, dyes & intermediates
  • 4 manufacturing sites in Maharashtra & Gujarat (Palghar, Tarapur, Ambernath, Sayakha)
  • ISO 9001:2015 certified and Zero Liquid Discharge (ZLD) compliant facilities
  • 55+ years of uninterrupted specialty color chemistry manufacturing
  • Exporting to 56+ countries with limited single-market risk
  • 68.64% promoter holding with 3rd generation leadership

Manufacturing Infrastructure

  • Palghar Unit: World's largest producer of Blue B Base, ZLD facility
  • Tarapur Unit: Manufactures pigment powders & pigment dispersions
  • Ambernath Unit: Produces naphthols, pigment powders, pigment dispersions, reactive dyes, acid dyes & direct dyes
  • Sayakha, Gujarat: High performance and organic pigments, world class membrane production

Financial Performance (FY 2025-26 vs FY 2024-25)

Standalone Results:

  • Total Revenue: ₹17,539.57 lakhs vs ₹16,280.01 lakhs (▲7.74%)
  • PBT: ₹954.92 lakhs vs ₹635.61 lakhs (▲50.24%)
  • PAT: ₹691.96 lakhs vs ₹444.62 lakhs (▲55.63%)
  • EPS: ₹3.84 vs ₹2.71 (▲41.70%)

Consolidated Results:

  • Total Revenue: ₹17,539.57 lakhs vs ₹16,280.01 lakhs (▲7.74%)
  • PBT: ₹953.18 lakhs vs ₹633.52 lakhs (▲50.44%)
  • PAT: ₹690.22 lakhs vs ₹442.53 lakhs (▲55.99%)
  • EPS: ₹3.84 vs ₹2.70 (▲42.22%)

Quarterly Performance (Q4 FY26 vs Q3 FY26)

Standalone QoQ:

  • Total Revenue: ₹5,262.38 lakhs vs ₹4,637.57 lakhs (▲13.47%)
  • PBT: ₹300.65 lakhs vs ₹252.20 lakhs (▲19.21%)
  • PAT: ₹197.23 lakhs vs ₹185.55 lakhs (▲6.30%)
  • EPS: ₹1.10 vs ₹1.10 (0.00%)

YoY Quarterly Comparison (Q4 FY26 vs Q4 FY25):

  • Total Revenue: ₹5,262.38 lakhs vs ₹4,397.55 lakhs (▲19.67%)
  • PBT: ₹300.65 lakhs vs ₹117.62 lakhs (▲155.60%)
  • PAT: ₹197.23 lakhs vs ₹79.34 lakhs (▲148.59%)
  • EPS: ₹1.10 vs ₹0.48 (▲129.17%)

Product Portfolio and Applications

Organic Pigments (SunONE): Textiles, Paint, Printing Ink, Plastic, Rubber, Artistic Colours, Agriculture for Seed Colouring, Detergent

Pigment Dispersions (SunPRINT, SunCOAT): Textiles, Paint and Coating, Latex, Wood Colouring, Artistic Colours/Crayons, Seed Colouring, Detergent, Ink

Acid Dyes (SunACID): Textiles, Leather, Fertilizer, Detergents, Coolant for Engines, Metal Anodization

Vat Dyes & Vat Paste (SunVAT): Cotton Yarn Dyeing

Basic Dyes (SunBASIC): Textiles, Ink, Petroleum, Agrochemical, Mosquito Coil, Paper

Reactive Dyes (SunACTIVE): Textile, Ink

Direct Dyes (SunDIRECT): Textiles, Leather, Paper

Food Colour & Lake Colours (SunLAKE): Packaging, Foodstuff, Pigments, Dyes Industry, Pharmaceuticals, Cosmetics, Plastics

Other Products: SurFAST (Textile, Pigment Dispersions), Herbal Extracts (Pharma, Nutraceuticals, Food industry)

New Business Verticals

Membranes & Water Treatment:

  • Global membrane market: $7.41B (2025) → $11.48B (2033), CAGR 5.62%
  • 3+ years R&D completed with in-house membrane development (previously imported)
  • Critical for ZLD applications
  • Led by PhD (UK) with 7+ years experience
  • Exhibitions planned overseas & Mumbai in next 3 months
  • India market represents ~5% of global, currently import-dependent

Water Treatment Solutions: Turnkey projects for Municipality, Industrial (STP, ETP), Civil Infrastructure

Adimem Brands:

  • FLUXA Series – Spiral Wound membranes for MF, UF, NF, and RO
  • TUBIONIQ Series – Tubular UF membranes
  • ARISE Series – MBR membranes (Flat Sheet and Hollow Fiber)
  • FYBRIN Series – Hollow Fibre UF membranes

Market Opportunity

  • India contributes ~10% to global dyestuff market; capacity ~5 Million Tons
  • Indian dyes, pigments & intermediates market: ~USD 17 Billion, growing at ~8% YoY
  • Organic pigments dominate with ~44% share
  • Maharashtra & Gujarat contribute ~90% of production
  • Global market: $34B (2023) → $65B by 2030
  • USA largest export market (~20%)

Strategic Expansion

  • First commercial order fulfilled for newly developed organic intermediate for Automotive industry
  • Approval process took over 18 months after initial trial shipment export
  • Expected increasing demand establishing robust revenue stream from automotive sector

Certifications and Compliance

  • OEKO-TEX ECO PASSPORT across pigment & reactive dye range
  • REACH, GOTS & ZDHC Level 3 compliance providing access to premium EU/US markets
  • ISO 45001:2018 & ISO 14001:2015 certifications
  • Export House certified

Management Team

  • Mr. Vipul Shah - Chairman & Managing Director
  • Mr. Mihir Shah - Executive Director
  • Dr. S. N. Sahai - Board Member
  • Ms. Megha Bhati - Board Member
  • Rupesh Aggarwal (CA) - Board Member