Source: Inve Guidance Tracker for PRASOLCHEM · to Q1 FY27
A verdict describes what became of management’s own words in later analysed calls. “Delayed” is a change of date, “went quiet” a target the calls stopped mentioning. None of it is a judgement on the investment. The methodology sets out how verdicts are recorded.
15 of PRASOLCHEM's 15 targets are still open. See which are on track and which have gone quiet. The 1 above are the free sample; 14 more targets are in the full ledger.
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Source: Inve’s analysis of PRASOLCHEM’s Q1 FY27 call · the analysis’s own words, not the transcript
Sector context
Sector call context
Shared sector pressures matched to this company’s latest reporting period.
Similar pressures reported by peers
Tailwind coverage is not available yet.
Similar commentary provides sector context; it does not establish a business relationship with PRASOLCHEM. Each comparison matches a headwind disclosed by PRASOLCHEM in the same calendar reporting quarter.
Q1 gross margin of 37.9% included a ~₹25 crore price-led gain
Topic: Raw material costs · Raw material cost · Q2 FY27
PRASOLCHEM reported: Q1 gross margin of 37.9% included a ~₹25 crore price-led gain; management expects 30-32% gross and 15-16% EBITDA margin on a normalized basis.
Reporting period ended 2026-09-30
29 other companies · Raw material cost
Pidilite Industries Limited (PIDILITIND) reported (period ended 2026-09-30): Management said the impact of the latest pricing round, El Niño, elevated crude and any further escalation is 'not fully baked in'.
SRF Limited (SRF) reported (period ended 2026-09-30): Downstream petrochemical and chemical feedstocks face price pressure; full pass-through is delayed, particularly in the Specialty Chemicals segment.
Gujarat Fluorochemicals Limited (FLUOROCHEM) reported (period ended 2026-09-30): Management clarified that LiPF6 customer contracts are volume-bound with raw material formula-based pass-through pricing, protecting absolute margins.
Navin Fluorine International Limited (NAVINFLUOR) reported (period ended 2026-09-30): Input costs for sulfur, natural gas, and fluorspar have increased significantly, which Navin is countering via contractual pass-throughs, efficiency gains, and forex tailwinds.
Evidence drawer
Evidence type: Summary paraphrase
Q1 gross margin of 37.9% included a ~₹25 crore price-led gain; management expects 30-32% gross and 15-16% EBITDA margin on a normalized basis.
PRASOLCHEM reported: Shipments to Africa and the Middle East were affected and freight and energy costs rose; management says exports could have been ~10% higher without the war, though Europe volumes offset part of the hit.
Reporting period ended 2026-09-30
23 other companies · Logistics supply chain
SRF Limited (SRF) reported (period ended 2026-09-30): Freight rates increased by 15-20%+ due to geopolitical disruptions and Middle East routing issues, weighing on export margins across businesses.
Himadri Speciality Chemical Limited (HSCL) reported (period ended 2026-09-30): Container freight rates have escalated significantly due to geopolitical tensions, denting export profitability as export sales increased from 26% to 33% of revenue.
Deepak Nitrite Limited (DEEPAKNTR) reported (period ended 2026-09-30): Management attributes the record Phenolics profit to supply-chain disruption, high freight/insurance, a weaker rupee, delayed imports and phenol import duty, and says there is 'no super cycle'.
Sumitomo Chemical India Limited (SUMICHEM) reported (period ended 2026-09-30): Technical prices and packaging/solvent/freight costs rose early in the year; management now sees 'nothing negative' on RM cost delta.
Evidence drawer
Evidence type: Summary paraphrase
Shipments to Africa and the Middle East were affected and freight and energy costs rose; management says exports could have been ~10% higher without the war, though Europe volumes offset part of the hit.
PRASOLCHEM reported: The company is a net importer; it is mitigating with ₹25 crores of storage tanks and expects more domestic/east-coast acetone supply and barge logistics.
Reporting period ended 2026-09-30
10 other companies · Logistics supply chain
Solar Industries India Limited (SOLARINDS) reported (period ended 2026-09-30): Fluctuating raw material and commodity prices alongside supply chain disruptions prevented management from publishing formal upward guidance revisions.
Pidilite Industries Limited (PIDILITIND) reported (period ended 2026-09-30): Exports into or through West Asia are underperforming, and moving goods remains a challenge.
Navin Fluorine International Limited (NAVINFLUOR) reported (period ended 2026-09-30): Global supply chains remain volatile, requiring continuous organizational agility and efficiency initiatives to protect operating margins.
Neogen Chemicals Limited (NEOGEN) reported (period ended 2026-09-30): Middle East geopolitical conflicts and feedstock inflation caused supply chain friction, but operations were swiftly pivoted toward high-demand applications.
Evidence drawer
Evidence type: Summary paraphrase
The company is a net importer; it is mitigating with ₹25 crores of storage tanks and expects more domestic/east-coast acetone supply and barge logistics.
Moved an average of ±10.0% across the last 1 priced result release
Close before → close after
Quarter
Release
Revenue (₹ Cr)
Net profit (₹ Cr)
Rev YoY
Before → After
Reaction
Q1 FY27
29 Sept 26
434
61
+35.6%
₹763.8 → ₹840.15
+10.0%
The move from the last close before each results date to the first close on or after it — the
market's first read on the quarter alongside what was filed.
Guidance
What management said, and what became of it
15 targets tracked, none judged yet · 15 open · verdicts reflect calls analysed to Q1 FY27.
PRASOLCHEM management guidance track record on Inve: 15 targets tracked across analysed earnings calls (0 achieved, 0 missed, 15 open).
Source: Inve Guidance Tracker for PRASOLCHEM · to Q1 FY27
A verdict describes what became of management’s own words in later analysed calls. “Delayed” is a change of date, “went quiet” a target the calls stopped mentioning. None of it is a judgement on the investment. The methodology sets out how verdicts are recorded.
No analysed call after Q1 FY27, though results run to Sept 2026.
Call summaries
Q1 FY27 — 29 Sept 2026
PRASOLCHEM Q2 FY27
Prasol Chemicals' first earnings call after listing covered a strong Q1 FY27: revenue rose 35.7% YoY to ₹433.6 crores, EBITDA rose 122.4% to ₹90.3 crores and PAT rose 151% to ₹61 crores. A large part of the margin jump came from carrying low-cost acetone inventory into the price spike caused by the West Asia conflict (~₹25 crore gain), and management said it expects margins to normalize. FY27 guidance of ₹1,550-1,650 crores revenue and ₹240-250 crores adjusted EBITDA is described as conservative. The growth story rests on a ₹250-300 crore Phase 1 debottlenecking/expansion (+60,000 tons), the M
Summaries of each call, in Inve’s own words; the transcript is not reproduced. Not investment advice.
Every analysed call
PRASOLCHEM earnings calls (PRASOLCHEM)
Fundamentals
Valuation, return & balance-sheet ratios
Current values with the period they cover; the trend reads across the 3 fiscal years held (Mar 2023 to Mar 2025).
Mar 2023
Mar 2024
Mar 2025
66.00 days
67.00 days
71.00 days
How it is calculated. Reported receivable days from the annual accounts.
Mar 2023
Mar 2024
Mar 2025
77.00 days
58.00 days
79.00 days
How it is calculated. Reported inventory days, using material cost / cost of goods sold.
Mar 2023
Mar 2024
Mar 2025
94.00 days
99.00 days
102.00 days
How it is calculated. Reported payable days, using material cost / cost of goods sold.
Mar 2023
Mar 2024
Mar 2025
48.00 days
25.00 days
48.00 days
How it is calculated. Reported debtor days plus inventory days less payable days.
Mar 2023
Mar 2024
Mar 2025
5.00 days
14.00 days
28.00 days
How it is calculated. Reported net working capital days from the annual accounts.
Mar 2023
Mar 2024
Mar 2025
4.00%
10.00%
4.00%
How it is calculated. Reported dividend payout as a percentage of annual profit.
Mar 2023
Mar 2024
Mar 2025
—
—
—
How it is calculated. Market capitalisation from the current stock record.
A dash means inputs are missing or too old, the ratio does not apply, or the value is outside the supported range. FY uses the reported fiscal period; TTM the latest twelve months; valuations use the current market cap with the chosen earnings period. Screen Indian stocks on these ratios →
Financials
Quarterly & annual financial statements
Net profit, year on year: +124% (quarter to sept 2026 against sept 2025).
In ₹ crore. Oldest period first.
Click any row to plot
Line item
Jun 2025
Sept 2025
Mar 2026
Jun 2026
Sept 2026
320
298
335
434
413
279
267
303
343
355
41
31
32
90
58
13.0%
10.0%
10.0%
21.0%
14.0%
1
1
2
2
1
3
2
2
2
2
6
6
6
7
7
33
23
27
84
50
26.0%
26.0%
25.0%
27.0%
24.0%
24
17
20
61
38
4.20
2.95
3.42
10.52
6.42
Source: Inve data · income statement, quarterly · to Sept 2026
In ₹ crore. Oldest period first.
Click any row to plot
Line item
Mar 2022
Mar 2023
Mar 2024
Mar 2025
Mar 2026
Sept 2026
12
12
12
12
12
12
251
298
314
356
437
606
162
186
83
102
111
69
253
193
218
254
280
384
677
688
626
723
839
1,071
293
291
326
326
314
318
25
60
22
21
47
70
0
0
0
0
0
0
360
338
278
376
478
683
677
688
626
723
839
1,071
Source: Inve data · balance sheet · to Sept 2026
In days and %. Oldest period first.
Click any row to plot
Line item
Mar 2021
Mar 2022
Mar 2023
Mar 2024
Mar 2025
Mar 2026
90
71
66
67
71
83
68
85
74
58
79
67
143
133
91
99
102
91
15
22
49
25
48
58
-25
-7
5
14
28
42
—
32.0%
15.0%
11.0%
15.0%
24.0%
2.0%
0.0%
0.0%
10.0%
4.0%
8.0%
Source: Inve data · annual ratios · to Mar 2026
Reverse DCF: growth rate implied by today's share price
Growth the price implies
22.7% a year
for 7 years, fading to 4%
It has actually compounded at
Not enough history
The gap
—
between what it did and what it must do
Price today ₹773
Test your own growth assumption(7Y stage-1 growth at 12.0% discount rate)
Every holder of PRASOLCHEM above SEBI's 1% disclosure line.
Holder
Stake
9.64%
7.90%
7.64%
7.61%
6.35%
4.23%
4.17%
4.04%
3.04%
2.63%
2.49%
Mutual fund
2.21%
A holder disappearing from this list has fallen below the 1% line — it is
not necessarily a sale. Percentages are of total shares, as disclosed in the
company's own filing. Who was buying across the market this quarter.
Your own record
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Write why you follow PRASOLCHEM and the condition you want checked. Inve compares your numeric conditions with available results and management guidance; your own conditions remain yours to review.
Compiled directly from PRASOLCHEM's filed financial statements, earnings call transcripts, and ownership disclosures.
How did PRASOLCHEM (PRASOLCHEM) perform in its latest reported quarter (Sept 2026)?
For the quarter ended Sept 2026, PRASOLCHEM reported revenue of ₹413 Cr, net profit of ₹38 Cr, an operating margin of 14.0%. Diluted earnings per share stood at ₹6.42.
How is PRASOLCHEM (PRASOLCHEM) valued today, and what growth does the stock price imply?
PRASOLCHEM (PRASOLCHEM) trades at ₹773, with a market capitalization of ₹4.6k Cr. Reverse-DCF analysis shows the current stock price implies 22.7% annual earnings growth over the next 7 years.
Who owns PRASOLCHEM (PRASOLCHEM) — promoters, FIIs, DIIs, and mutual funds?
As of Sept 2026, Promoters hold 75.3%, FIIs hold 0.0%, DIIs hold 10.2%, Public shareholders hold 14.5%.
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