Assembled from the company's filings and exchange data as of today. Download PDF renders this page on the server; the narrative sections arrive with the Nexa composer.
Dossier · SOUTHERN MAGNESIUM & CHEMICALS · 6 November 2026Page 1 of 3
Company Dossier
MarketPing Research · factual · no rating expressed
SOUTHERN MAGNESIUM & CHEMICALS
BSE: 513498
BSE: 513498
Commodities › Metals & Mining › Minerals & Mining › Industrial Minerals
SOUTHERN MAGNESIUM & CHEMICALS
StateQ1 FY27 filed
Last close · 6 Nov 2026₹67.88
Market cap₹0.0k cr
TTM P/E · P/B · EV/EBITDA— · 1.56 · —
SOUTHERN MAGNESIUM & CHEMICALS is a Minerals & Mining company. The annual-report business brief for this company has not been generated yet; the numbers below are as filed.
What a broker report prints here — the analyst's thesis. This dossier prints the filed record instead; the narrative read of the latest results, the guidance ledger and the earnings-call summary are the composer's sections (INSTITUTIONAL-PLAN.md M3) and are not yet produced.
Exhibit 1: Financial summary, FY22–FY26 (all audited; no estimate years)
| ₹ crore · standalone | FY22 | FY23 | FY24 | FY25 | FY26 |
|---|---|---|---|---|---|
| Revenue | 2 | 9 | 9 | 12 | 3 |
| EBITDA (ex other income) | 1 | 5 | 4 | 4 | 0 |
| margin % | 26.5 | 56.7 | 45.0 | 31.5 | 0.6 |
| Owners' profit | 0 | 4 | 3 | 3 | 0 |
| EPS, as reported (₹) | 1.33 | 11.77 | 11.10 | 10.66 | 0.42 |
| ROE % · ROCE % | 14.0 · 18.4 | 55.2 · 74.2 | 34.2 · 46.4 | 24.7 · 34.2 | 1.0 · 4.7 |
| Debt / equity (x) | 0.40 | 0.03 | 0.25 | 0.26 | 0.36 |
| Cash from operations | 0 | 4 | (3) | 5 | (5) |
| Capex | (0) | (0) | (0) | (0) | (0) |
Source: SEBI results XBRL as filed with BSE/NSE; EBITDA excludes other income.
Every figure is a filed number or a ratio over filed numbers · No rating, target or fair value is expressed · Disclosures on the last pagemarketping.in
Dossier · SOUTHERN MAGNESIUM & CHEMICALS · 6 November 2026Page 2 of 3
Exhibit 2: Quarterly performance, last 8 quarters
| ₹ crore | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | Q3 FY26 | Q4 FY26 | Q1 FY27 |
|---|---|---|---|---|---|---|---|---|
| Revenue | 4 | 2 | 1 | 0 | 2 | 1 | 1 | 0 |
| Profit before tax | 2 | 0 | (0) | (0) | 0 | (0) | 0 | (0) |
| Net profit | 1 | 0 | (0) | (0) | 0 | (0) | 0 | (1) |
| EPS (₹) | 3.80 | 1.16 | (0.23) | (0.33) | 0.69 | (0.14) | 0.20 | (1.67) |
Source: quarterly results as filed; the balance sheet is filed half-yearly and is not repeated here.
Exhibit 3: Peers — basic industry group, by market cap
| Company | M.cap ₹ cr | P/E | P/B | EV/EBITDA | ROE % | ROCE % | Rev CAGR 5y % | EBITDA m. % |
|---|---|---|---|---|---|---|---|---|
| LLOYDS METALS N ENERGY L | 1,00,496 | 18.6 | 5.39 | 19.3 | 15.0 | 9.5 | 132.2 | 31.8 |
| NMDC LTD. | 61,894 | 8.3 | 1.82 | 7.3 | 21.9 | 28.0 | 15.8 | 36.3 |
| GUJARAT MINERAL DEV CORP | 14,812 | 22.4 | 2.09 | 33.9 | 4.7 | 5.6 | 14.7 | 21.1 |
| GRAVITA INDIA LIMITED | 10,995 | 27.3 | 4.15 | 26.8 | 7.9 | 9.2 | 24.8 | 9.4 |
| MOIL LIMITED | 4,397 | 69.3 | 1.63 | 16.8 | 0.3 | 0.4 | — | 28.4 |
| ASHAPURA MINECHEM LTD | 3,975 | 11.0 | 2.20 | 9.2 | 9.8 | 6.7 | 35.5 | 11.8 |
| ORISSA MIN DEV CO LTD | 2,016 | 605.4 | — | — | 5.3 | (5.7) | — | 31.5 |
| 20 MICRONS LTD | 646 | 10.1 | 1.25 | 5.8 | 6.1 | 7.8 | 14.6 | 11.6 |
Source: exchange data and filed statements via the screener; multiples at current prices.
Exhibit 4: Where the company sits in its group
| Metric | Company | Group median | Rank | Better than |
|---|---|---|---|---|
| P/B | 1.6 | 1.8 | 5 of 13 | 67% |
| ROCE | 1.8 | 4.3 | 9 of 14 | 39% |
| ROE | 1.0 | 4.7 | 10 of 13 | 25% |
| Debt / Equity | 0.4 | 0.3 | 8 of 13 | 42% |
| EBITDA margin | (149.1) | 11.6 | 13 of 13 | 0% |
| Revenue growth | 45.4 | 20.9 | 4 of 13 | 75% |
| Profit growth | (407.2) | 11.8 | 14 of 14 | 0% |
| Market cap | 20 | 1331 | 12 of 14 | 15% |
Source: MarketPing peer ranks; a rank is a measurement, not a view.
Every figure is a filed number or a ratio over filed numbers · No rating, target or fair value is expressed · Disclosures on the last pagemarketping.in
Dossier · SOUTHERN MAGNESIUM & CHEMICALS · 6 November 2026Page 3 of 3
Exhibit 5: Filings of the last 90 days, with the measured price reaction
| Date · filing | Category | Importance | Next day % | 5-day % |
|---|---|---|---|---|
| 6 Nov 2026 · No half-yearly related-party transaction disclosure required | compliance | minimal | — | — |
| 6 Nov 2026 · Quarterly profit after tax rises to Rs 101.20 lakh as revenue falls 52% | results | high | — | — |
| 6 Nov 2026 · Standalone September 2026 quarter: revenue Rs 28.50 lakh versus Rs 16.58 lakh; profit Rs 10.12 lakh | results | high | — | — |
| 3 Nov 2026 · APIDC nominee director resigns; replacement nomination pending | management changes | low | — | — |
| 28 Oct 2026 · Board to approve September 2026 quarterly and half-year results | results | low | — | — |
| 22 Oct 2026 · GST order received with zero demand, proceedings closed | regulatory legal | medium | — | — |
| 13 Oct 2026 · Routine RTA compliance certificate for Q2 FY2026 dematerialization | compliance | minimal | — | — |
| 1 Oct 2026 · Shareholders reject elevation of Joint MD and CFO to Managing Director | management changes | high | — | — |
| 1 Oct 2026 · AGM: special resolution on MD elevation failed | board shareholder meetings | low | — | — |
| 30 Sept 2026 · 40th AGM proceedings held on Sept 30, 2026 | board shareholder meetings | medium | — | — |
Source: exchange announcements; each reaction is measured from the close before the filing. Next day = the close one session after the reaction day (the first session that could trade the filing).
How to read this document
| 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 | 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 |
Sources, method and disclosures
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.
Every figure is a filed number or a ratio over filed numbers · No rating, target or fair value is expressed · Disclosures on the last pagemarketping.in