Manufactures petrochemical products from a manufacturing facility in Tamil Nadu. The factory sits on leasehold land whose lease expired in June 2020, with renewal pending from the Tamil Nadu government. Promoters are Tamilnadu Industrial Development Corporation (TIDCO) and Southern Petrochemical Industries Corporation (SPIC). FY26 revenue was ₹1,466 crore, down 19.7% from the prior year, while net profit rose 67% to ₹97.45 crore on cost discipline and manufacturing efficiency. Raw materials are the largest cost line at 49.3% of revenue, and FY26 capex was ₹257.06 crore (17.5% of revenue). Q4 FY26 was soft at ₹126 crore revenue and ₹5.83 crore net profit on a sharp rise in raw material costs. The December 2023 Michaung cyclone damaged the facility; ₹7.62 crore of insurance receivables were booked net of restoration costs. AR · MarketPing reader · 2026-08-03
| ₹ crore · consolidated | FY22 | FY23 | FY24 | FY25 | FY26 |
|---|---|---|---|---|---|
| Revenue | 1,806 | 2,150 | 1,669 | 1,827 | 1,466 |
| EBITDA (ex other income) | 248 | 128 | 58 | 82 | 138 |
| margin % | 13.7 | 5.9 | 3.5 | 4.5 | 9.4 |
| Owners' profit | 0 | 0 | 0 | 0 | 0 |
| EPS, as reported (₹) | 19.49 | 10.47 | 5.56 | 6.49 | 10.83 |
| ROE % · ROCE % | 23.4 · 29.3 | 11.4 · 14.5 | 5.8 · 7.6 | 6.4 · 7.7 | 9.6 · 11.5 |
| Debt / equity (x) | 0.06 | 0.07 | 0.00 | 0.13 | 0.44 |
| Cash from operations | 112 | 87 | 161 | 208 | (100) |
| Capex | (40) | (85) | (45) | (387) | (257) |
| ₹ crore | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | Q3 FY26 | Q4 FY26 | Q1 FY27 |
|---|---|---|---|---|---|---|---|---|
| Revenue | 450 | 460 | 455 | 463 | 457 | 421 | 125 | 780 |
| Profit before tax | 6 | 16 | 36 | 47 | 45 | 26 | 10 | 106 |
| Net profit | 5 | 12 | 27 | 35 | 34 | 20 | 8 | 80 |
| EPS (₹) | 0.52 | 1.30 | 2.99 | 3.92 | 3.81 | 2.21 | 0.90 | 8.90 |
| Company | M.cap ₹ cr | P/E | P/B | EV/EBITDA | ROE % | ROCE % | Rev CAGR 5y % | EBITDA m. % |
|---|---|---|---|---|---|---|---|---|
| SUPREME PETROCHEM LIMITED | 15,425 | 31.8 | 6.49 | 27.3 | 13.9 | 17.6 | — | 20.4 |
| SWAN CORP LIMITED | 9,247 | 44.4 | 1.01 | 18.8 | 3.0 | 3.3 | 68.6 | 3.0 |
| RAIN INDUSTRIES LIMITED | 7,265 | 13.5 | 0.88 | — | 6.0 | 4.3 | — | 19.3 |
| BHANSALI ENG. POLYMERS LT | 3,180 | 15.9 | 2.94 | 10.9 | 16.6 | 22.4 | (0.2) | 19.6 |
| Date · filing | Category | Importance | 1-day % | 5-day % |
|---|---|---|---|---|
| 6 Sept 2026 · Tamilnadu PetroProducts clarifies on recent share price movement | regulatory legal | medium | — | — |
| 4 Sept 2026 · Exchange seeks clarification on unusual price movement | regulatory legal | high | — | — |
| 2 Sept 2026 · Newspaper publication of 41st AGM notice | compliance | minimal | — | — |
| 1 Sept 2026 · Tamilnadu Petroproducts files BRSR for FY 2025-26 with BSE and NSE | compliance | low | — | — |
| 1 Sept 2026 · Tamilnadu Petroproducts 41st AGM on 25 Sep 2026; FY26 PAT jumps 73 percent | board shareholder meetings | low | — | — |
| 1 Sept 2026 · AGM Notice and FY26 Annual Report - Dividend and Director Appointments | board shareholder meetings | low | — | — |
| 12 Aug 2026 · Record date for FY26 dividend set as 17 September 2026 | corporate actions | high | — | — |
| 11 Aug 2026 · TPL Q1 FY27 results: PBT and operating profit more than double | compliance | low | — | — |
| 11 Aug 2026 · 41st AGM on 25 Sep 2026, dividend of Rs 1.50 per share, new director appointed | results | high | — | — |
| 11 Aug 2026 · Board approves Q1 results, Rs 1.50 dividend, AGM on Sep 25 | corporate actions | 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 |
| MANALI PETROCHEMICALS LT | 1,468 | 8.2 | 1.15 | 5.8 | 10.1 | 10.9 | 0.1 | 35.2 |
| DCW LTD | 1,375 | 19.3 | 1.28 | — | 4.5 | 5.4 | — | 7.6 |
| TAMILNADU PETROPRODUCTS L ◆ | 1,161 | 8.2 | 1.14 | 8.2 | 9.6 | 10.2 | 5.1 | 16.3 |
| KOTHARI PETROCHEM LTD | 812 | 11.3 | 2.18 | — | 19.5 | 24.9 | — | 16.9 |
| Metric | Company | Group median | Rank | Better than |
|---|---|---|---|---|
| P/E (TTM) | 8.2 | 15.9 | 3 of 13 | 75% |
| P/B | 1.1 | 1.1 | 5 of 11 | 60% |
| ROCE | 10.2 | 6.1 | 6 of 14 | 62% |
| ROE | 9.6 | 6.3 | 6 of 13 | 58% |
| Debt / Equity | 0.4 | 0.1 | 11 of 13 | 17% |
| EBITDA margin | 16.3 | 12.0 | 6 of 12 | 55% |
| Revenue growth | 68.5 | 14.6 | 1 of 12 | 100% |
| Profit growth | 127.3 | 42.9 | 5 of 13 | 67% |
| Market cap | 1161 | 1161 | 7 of 13 | 50% |
| 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.
