Bhageria Industries Ltd. Share Price

BHAGERIA INDUSTRIES FUNDAMENTAL RESEARCH REPORT

Bhageria Industries (NSE: BHAGERIA, BSE: 530803), Mumbai, makes dye intermediates - H-acid (its largest product, 30-35% ofrevenue), vinyl sulphone, gamma acid, J-acid and Tobias acid - at Vapi (Gujarat) and Tarapur (Maharashtra), with its own 300t/day sulphuric-acid plant for backward integration. It also owns ~34 MW of operating solar plants on 25-year power-purchase agreements (Rs 27-30 Cr of revenue a year), a small pharmaceutical subsidiary, and has started making ***** 35% of revenue is exported; customers include Everlight Chemical and Huntsman. Promoted by the Bhageria familysince 1989. Rated CARE A/Stable (8-Oct-2026). Event 1 - volume came back, then price followed. FY26 consolidated revenue rose 47% to Rs 874 Cr on volume, but themargin fell to ~10.6% (CARE) on raw-material swings, logistics and competition; PAT was Rs 44 Cr. In Q1 FY27 revenue jumped 82% to Rs 286 Cr as product prices rose steeply, and PAT reached Rs 34 Cr (+203%) . Chemicals segment profi t was Rs 37.5 Cragainst Rs 15.1 Cr a year earlier. Part of the quarter’s profi t was Rs 16.6 Cr of other income (36% of PBT; it was negative in Q4),which we treat as non-core.

See More

Bhageria Industries Ltd Company Analysis

Bhageria Industries is a diversified business with its core operations in specialty chemicals, particularly dye and pigment intermediates, alongside solar power generation and a developing pharmaceutical business. The chemicals segment is currently the main earnings driver, supported by expanded H-Acid capacity from 400 to 500 tonnes per month and the commencement of plasticizer production at Tarapur. FY26 showed a substantial improvement, with consolidated revenue from operations reaching about ₹874 crore versus ₹597 crore in FY25. Chemical-segment revenue increased to about ₹830 crore from ₹504 crore, while the solar segment remained relatively stable at ₹26.9 crore. Q1 FY27 continued this momentum, with consolidated revenue of ₹286.4 crore, up 81.9% YoY, and PAT of ₹33.9 crore, up 210.7%. EBITDA increased to ₹57.6 crore, with operating margin improving sharply to 20.1% from 15.4% in Q1 FY26. The major growth opportunity lies in scaling H-Acid and plasticizer capacity, improving export volumes and expanding the solar portfolio. The company commissioned additional solar capacity during FY26 and added another 7 MW in May 2026, taking installed solar capacity to 21 MW. At around ₹352 as of 24 September 2026, the stock was valued at approximately ₹1,528 crore market capitalisation, with P/E around 22.6x, ROE 7.7% and debt-to-equity around 0.17x. Key risks include specialty-chemical cyclicality, raw-material and export-market volatility, relatively modest return ratios, working-capital requirements and execution risk in new capacity. The recent earnings acceleration is significant, but sustaining margins and converting capacity expansion into consistent cash generation will be important to monitor.

See More

Bhageria Industries Ltd 5 Key Drivers Behind the Rally

week was characterised by a relentless upward price trend, with the stock hitting new 52-week highs each trading day and repeatedly triggering upper circuit limits. This strong price momentum was supported by robust quarterly financial results, including a 200.09% net profit growth and record net sales of Rs.286.42 crores, alongside efficient operational metrics such as a low debt-to-equity ratio and high debtors turnover ratio. Technical indicators consistently signalled bullish momentum, with the stock trading above all major moving averages and positive readings on MACD, Bollinger Bands, and other oscillators. The surge in delivery volumes on certain days, particularly 3 September, indicated genuine investor accumulation beyond speculative trading. However, the stock’s micro-cap status and premium valuation metrics, including a rising P/E ratio and price-to-book value, suggest heightened volatility and risk. The repeated upper circuit hits led to regulatory freezes, creating unfilled demand and potential liquidity constraints. Delivery volumes showed variability, with some sessions reflecting lower investor participation, highlighting a mix of speculative and long-term interest. Despite these cautionary signals, Bhageria Industries Ltd’s outperformance relative to the dyes and pigments sector and the broader Sensex was striking, with a weekly gain of 27.55% compared to the Sensex’s 1.11% decline. This divergence underscores the stock’s strong relative strength amid a mixed market backdrop.

See More

Filatex India’s stock surged yesterday after strong

Filatex India’s stock surged yesterday after strong quarterly results, with net profit rising over 21% QoQ to ₹48.52 crore and revenue crossing ₹1,145 crore. Today (12 Sept 2026), the stock is trading in the ₹74–₹91 range, near its 52-week high of ₹90.90. 📊 Filatex India – Latest Updates (12 Sept 2026) Stock Performance NSE Price (11 Sept close): ₹87.41 (+14.64%) BSE Price (11 Sept close): ₹87.86 (+15.41%) Day Range (12 Sept): ₹74.27 – ₹90.90 52-Week Range: ₹36.26 – ₹90.90 Volume: ~38.9 million shares traded on NSE yesterday Quarterly Results (Q1 FY26-27, announced 11 Sept 2026) Revenue: ₹1,145.30 crore (↑16.22% QoQ, ↑9.14% YoY) Operating Profit: ₹78.41 crore (↑7.72% QoQ, ↑15.56% YoY) Profit Before Tax: ₹65.25 crore (↑22.42% QoQ, ↑19.03% YoY) Net Profit: ₹48.52 crore (↑21.06% QoQ, ↑19.33% YoY) EPS: ₹1.24 vs ₹0.30 last quarter (↑15.89%) Corporate Announcements Dividend: ₹0.30 per share; record date set for 15 Sept 2026. 36th AGM: Scheduled for 22 Sept 2026 at 4 PM via video conferencing. Annual Report: Released for FY25-26. Regulatory Disclosures: SEBI filings on share acquisitions by Yaduraj Bhageria and Anurag Choudhary in late August.

See More

: CO SAYS INCIDENT INVOLVED FALL OF A MEASURING TANK CONTAINING OLEUM, RESULTING IN LEAKAGE AND SPREAD OF OLEUM FUMES

See More