Manufactures specialty aroma chemicals — fragrance and flavour ingredients — for global fragrance and flavour (F&F) customers. As of FY26, the company describes aroma chemicals as its sole product line, though historical segment reporting had also covered oleo chemicals and intermediate neutraceuticals (10.9% of segment revenue in the quarter ended June 2020, with aroma chemicals at 89.1%). FY26 revenue was Rs 2,582.92 cr with net profit of Rs 316.72 cr. Exports contributed roughly two-thirds of revenue, and named customers include Givaudan, IFF, Symrise and P&G. Capacity is being expanded in phases through FY28 alongside the addition of specialty products such as Maltol, Ethyl Maltol, Musk T and Cyclopentadecanone. A joint venture with Jubilant (PRIGIV) turned profitable in Q4 FY26, and a three-way merger of subsidiaries with the parent is targeted for completion within FY27. AR · MarketPing reader · 2026-08-02
Revenue streams, as the annual report describes them. Aroma Chemicals (89%), Oleo Chemicals and Intermediate Neutraceuticals (11%). Specialty, asset-heavy chemicals with capacity-led growth
| ₹ crore · consolidated | FY22 | FY23 | FY24 | FY25 | FY26 |
|---|---|---|---|---|---|
| Revenue | 1,404 | 1,608 | 1,752 | 2,101 | 2,564 |
| EBITDA (ex other income) | 199 | 186 | 325 | 454 | 646 |
| margin % | 14.2 | 11.6 | 18.5 | 21.6 | 25.2 |
| Owners' profit | 97 | 25 | 0 | 0 | 0 |
| EPS, as reported (₹) | 24.93 | 5.45 | 24.43 | 47.87 | 83.85 |
| ROE % · ROCE % | 11.9 · 12.6 | 2.5 · 7.7 | 10.1 · 15.8 | 16.5 · 20.3 | 22.0 · 25.1 |
| Debt / equity (x) | 1.11 | 1.27 | 1.04 | 1.00 | 0.70 |
| Cash from operations | 5 | 49 | 354 | 281 | 550 |
| Capex | (309) | (140) | (151) | (299) | (320) |
| ₹ crore | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | Q3 FY26 | Q4 FY26 | Q1 FY27 |
|---|---|---|---|---|---|---|---|---|
| Revenue | 533 | 491 | 614 | 559 | 679 | 605 | 722 | 666 |
| Profit before tax | 61 | 61 | 90 | 81 | 125 | 104 | 130 | 113 |
| Net profit | 45 | 44 | 64 | 58 | 90 | 75 | 94 | 83 |
| EPS (₹) | 11.43 | 11.38 | 17.03 | 15.85 | 24.04 | 19.97 | 23.99 | 21.56 |
| Company | M.cap ₹ cr | P/E | P/B | EV/EBITDA | ROE % | ROCE % | Rev CAGR 5y % | EBITDA m. % |
|---|---|---|---|---|---|---|---|---|
| PIDILITE INDUSTRIES LTD | 1,59,479 | 60.2 | 14.43 | 42.3 | 22.4 | 28.0 | 14.9 | 28.6 |
| SRF LTD | 73,583 | 34.0 | 5.24 | 22.7 | 13.1 | 13.1 | 13.4 | 25.2 |
| GUJARAT FLUOROCHEM LTD | 52,514 | 85.7 | 6.64 | 41.5 | 7.3 | 8.7 | 13.5 | 27.7 |
| NAVIN FLUORINE INT. LTD | 43,836 | 55.4 | 11.03 | 39.5 | 16.7 | 16.4 | 23.0 | 37.5 |
| Date · filing | Category | Importance | 1-day % | 5-day % |
|---|---|---|---|---|
| 11 Aug 2026 · Privi Speciality Chemicals to attend MOSL investor conference on Aug 18, 2026 | board shareholder meetings | low | — | — |
| 10 Aug 2026 · Privi Speciality Chemicals: All 5 AGM resolutions passed, Rs.10 dividend approved | compliance | minimal | — | — |
| 7 Aug 2026 · 41st AGM of Privi Speciality Chemicals held on August 7, 2026 | board shareholder meetings | low | — | — |
| 3 Aug 2026 · Privi Speciality Q1 FY27 earnings call: 20% revenue growth, 24.6% EBITDA margin | investor communications | medium | — | — |
| 31 Jul 2026 · Audio link shared for analyst meet held on July 31, 2026 | investor communications | low | — | — |
| 30 Jul 2026 · Q1 FY27 results - Revenue Rs 681 Cr, PAT up 36% YoY | investor communications | medium | — | — |
| 30 Jul 2026 · Privi Speciality Chemicals Q1 FY27: consolidated PAT jumps 43.9% YoY | results | high | — | — |
| 30 Jul 2026 · Privi Speciality Chemicals Q1 FY26 results: PAT up 23% YoY standalone, 44% consolidated | results | high | — | — |
| 23 Jul 2026 · Privi Speciality Chemicals to host Q1 FY27 earnings call on July 31 | board shareholder meetings | low | — | — |
| 22 Jul 2026 · Board meeting on July 30, 2026 to approve Q1 FY27 results | results | low | — | — |
| Where a broker report shows | This document shows | Why |
|---|---|---|
| A rating (BUY / ADD / REDUCE / SELL) |
| AETHER INDUSTRIES LIMITED | 22,229 | 94.3 | 9.05 | 60.4 | 8.9 | 11.4 | — | 33.8 |
| DEEPAK NITRITE LTD | 21,769 | 27.8 | 3.71 | 22.4 | 9.4 | 10.2 | 12.6 | 21.5 |
| ATUL LTD | 18,401 | 23.1 | 2.92 | 14.9 | 10.9 | 13.3 | 10.9 | 23.1 |
| AARTI INDUSTRIES LTD | 17,846 | 33.6 | 3.00 | 18.8 | 7.0 | 4.4 | 13.0 | 16.2 |
| Metric | Company | Group median | Rank | Better than |
|---|---|---|---|---|
| P/E (TTM) | 39.6 | 23.4 | 77 of 103 | 26% |
| P/B | 9.6 | 2.9 | 90 of 99 | 9% |
| ROCE | 21.2 | 10.3 | 16 of 108 | 86% |
| ROE | 22.0 | 8.1 | 9 of 101 | 92% |
| Debt / Equity | 0.7 | 0.2 | 88 of 101 | 13% |
| EBITDA margin | 25.1 | 15.5 | 25 of 99 | 76% |
| Revenue growth | 19.2 | 24.4 | 55 of 94 | 42% |
| Profit growth | 43.9 | 55.1 | 50 of 92 | 46% |
| Market cap | 13872 | 732 | 11 of 107 | 91% |
| A state: the latest filed quarter and the measured reactions |
| 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.
