Manufactures powder resins and related commodity chemicals, with a manufacturing footprint that expanded in FY26 through the acquisition of land, plant and machinery at Kadadra, District Gandhinagar, Gujarat — Rs 23 crore from Vishvam Formalin and Rs 3 crore from Angel Resins, both facilities previously making powder resins. The group operates through itself and seven subsidiaries spanning petrochemicals, chemicals and trading (Allied Maritime, ARCL Petrochemicals, Ocilim Advisory, Wide Range Merchants, Nocnex Chemicals, Yocnex Chemicals, Suksess Chemicals); these subsidiaries contributed only Rs 218 lakh of revenue in FY26 against consolidated revenue of Rs 272.31 crore. Materials are the dominant cost at 63.7% of revenue, followed by other operating expenses at 14.7%, employee costs at 4.7% and depreciation at 2.2%, with capex at 13.0% of revenue reflecting an asset-heavy, expanding model. FY26 closed with total assets of Rs 220.33 crore, net profit of Rs 5.19 crore and an EBITDA margin of 10.29%. The company also has a pending R-Chem Industries acquisition with Rs 301 lakh parked under Other Current Assets pending share transfer and pollution control approvals. AR · MarketPing reader · 2026-08-02
Revenue streams, as the annual report describes them. Powder resins and commodity chemicals manufacturing, Petrochemicals and other chemicals, Subsidiary trading and advisory activities. Asset-heavy commodity chemicals and powder resins manufacturer with an ongoing capacity build-out in Gujarat.
| ₹ crore · consolidated | FY24 | FY25 | FY26 |
|---|---|---|---|
| Revenue | 191 | 251 | 272 |
| EBITDA (ex other income) | 19 | 24 | 24 |
| margin % | 10.1 | 9.5 | 8.8 |
| Owners' profit | 0 | 12 | 5 |
| EPS, as reported (₹) | 14.12 | 15.42 | 6.49 |
| ROE % · ROCE % | 17.3 · 19.9 | 15.9 · 20.8 | 6.3 · 18.0 |
| Debt / equity (x) | 0.44 | 0.44 | 0.86 |
| Cash from operations | 13 | 5 | (4) |
| Capex | (21) | (10) | (35) |
| ₹ crore | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | Q3 FY26 | Q4 FY26 |
|---|---|---|---|---|---|---|---|---|
| Revenue | 60 | 56 | 62 | 72 | 67 | 86 | 53 | 65 |
| Profit before tax | 4 | 4 | 2 | 7 | 5 | 10 | (3) | 4 |
| Net profit | 3 | 2 | 2 | 6 | 4 | 7 | (9) | 3 |
| EPS (₹) | 3.46 | 2.72 | 2.24 | 7.00 | 4.99 | 8.90 | 11.01 | 3.49 |
| Company | M.cap ₹ cr | P/E | P/B | EV/EBITDA | ROE % | ROCE % | Rev CAGR 5y % | EBITDA m. % |
|---|---|---|---|---|---|---|---|---|
| DEEPAK FERTILIZERS & PETR | 16,727 | 17.0 | 2.24 | 12.2 | 9.9 | 8.4 | 14.6 | 26.1 |
| TATA CHEMICALS LTD | 15,683 | — | 0.71 | 141.2 | (7.7) | (5.0) | 7.4 | 14.4 |
| GUJ NAR VAL FER & CHEM L | 8,273 | 8.0 | 0.91 | 6.0 | 8.9 | 10.3 | 8.7 | 22.1 |
| TANFAC INDUSTRIES LTD. | 6,773 | 55.4 | 18.15 | — | 18.8 | 24.3 | — | 16.0 |
| Date · filing | Category | Importance | 1-day % | 5-day % |
|---|---|---|---|---|
| 10 Sept 2026 · ARCL Organics shares permitted to trade on NSE from Aug 17 2026 | capital market events | medium | — | — |
| 5 Sept 2026 · Arcl Organics issues corrigendum to 34th AGM notice | compliance | minimal | — | — |
| 4 Sept 2026 · ARCL Organics adds item to 34th AGM notice - Cost Auditor pay ratification | board shareholder meetings | medium | — | — |
| 4 Sept 2026 · ARCL Organics subsidiary renamed to Arcl Lifesciences | general | minimal | — | — |
| 28 Aug 2026 · ARCL Organics 34th AGM on 19 September via video conferencing | compliance | minimal | — | — |
| 28 Aug 2026 · ARCL Organics FY25-26 Annual Report filed; legacy dues settled, Gujarat plant acquired | results | high | — | — |
| 28 Aug 2026 · ARCL Organics 34th AGM on Sept 19 - Promoter Director Pay Hike | board shareholder meetings | low | — | — |
| 13 Aug 2026 · ARCL Organics files newspaper ad for Q1 FY27 unaudited results | compliance | minimal | — | — |
| 13 Aug 2026 · Paid fine for late filing of related party transaction disclosure | regulatory legal | medium | — | — |
| 12 Aug 2026 · Q1 FY27 Results: Auditor Flags Pending R-Chem Acquisition Transfer | results | high | — | — |
| Where a broker report shows | This document shows | Why |
|---|---|---|
| A rating (BUY / ADD / REDUCE / SELL) | A state: the latest filed quarter and the measured reactions |
| GUJARAT ALKALIES & CHEM |
| 5,179 |
| 78.0 |
| 1.00 |
| 10.7 |
| (0.0) |
| 0.7 |
| 12.4 |
| 18.4 |
| GHCL LIMITED | 3,879 | 8.4 | 1.09 | 5.1 | 13.3 | 16.6 | 1.1 | 23.9 |
| GRAUER & WEIL IND LTD | 3,469 | 21.2 | 3.21 | 14.1 | 15.2 | 19.2 | 14.5 | 20.4 |
| J.G.CHEMICALS LIMITED | 2,330 | 31.0 | 4.31 | 23.7 | 12.7 | 16.9 | — | 11.5 |
| Metric | Company | Group median | Rank | Better than |
|---|---|---|---|---|
| P/E (TTM) | 8.8 | 17.0 | 16 of 57 | 73% |
| P/B | 2.4 | 1.4 | 39 of 59 | 35% |
| ROCE | 14.0 | 6.2 | 15 of 65 | 78% |
| ROE | 6.3 | 4.9 | 29 of 65 | 56% |
| Debt / Equity | 0.9 | 0.2 | 55 of 65 | 16% |
| EBITDA margin | 12.1 | 13.3 | 31 of 58 | 47% |
| Revenue growth | (9.6) | 6.7 | 43 of 54 | 21% |
| Profit growth | (50.2) | 21.0 | 47 of 64 | 27% |
| Market cap | 200 | 77 | 27 of 65 | 59% |
| an event is a fact; a rating is an opinion that requires SEBI RA registration |
| A target price and upside | The current price and the multiples against the group | a target is a forecast; a multiple is a measurement |
| Estimate years marked E | More audited years; no estimates | MarketPing publishes no forecasts — your own model lives on the Models page |
This document is a statistical summary of publicly filed information and market data, prepared by software from primary sources: SEBI results XBRL filed with BSE and NSE, LODR disclosures, shareholding patterns, exchange price data. It contains no research recommendation, no price target and no opinion on the merits of any security, and is not a research report within the meaning of the SEBI (Research Analysts) Regulations, 2014, Regulation 2(1)(w)(vii). Financial statements are as filed (consolidated where the company files consolidated results). Ratios are computed over filed lines. Where a figure is unavailable the table shows a dash rather than an estimate. The business brief is written by MarketPing's reader from the annual report and checked against it; no figure in a table was generated by a model. Nothing here constitutes investment advice, an offer or a solicitation; readers should consult a SEBI-registered adviser before acting. MarketPing is not a SEBI-registered intermediary.
