NSE: PRIVISCL · BSE: 530117 · ISIN INE959A01019
Privi Speciality Chemicals Limited stock analysis
Privi Speciality Chemicals Limited ranks #162 in the TickerSutra evidence-ranked universe with a score of 71/100 and 95% data confidence. The latest captured fundamentals show ROCE of 22.3%, quarterly sales growth of 19.2% and quarterly profit growth of 36.0%.Watchlist candidate
INVESTMENT EVIDENCE
What supports—and challenges—the thesis
Evidence in favour
- ROCE is 22.3%
- Strong CFO/EBITDA of 0.84×
- 16.8% three-year sales CAGR
- Institutional ownership is rising
- CWIP indicates an active capacity pipeline
- No promoter shares are reported as pledged
Risks and constraints
- Debt/equity is above 0.5×
Still unresolved: Related-party exposure · Broad media sentiment
FINANCIAL TRAJECTORY
Recent operating history
| Period | Revenue | Operating profit | Net profit | Operating margin |
|---|---|---|---|---|
| 2022 | ₹1,404cr | ₹195cr | ₹97cr | 14.0% |
| 2023 | ₹1,608cr | ₹188cr | ₹21cr | 12.0% |
| 2024 | ₹1,752cr | ₹329cr | ₹95cr | 19.0% |
| 2025 | ₹2,101cr | ₹458cr | ₹185cr | 22.0% |
| 2026 | ₹2,564cr | ₹651cr | ₹317cr | 25.0% |
| TTM | ₹2,671cr | ₹666cr | ₹342cr | 25.0% |
EXCHANGE EVENT TRIGGERS
Latest corporate disclosures
The Exchange has received the disclosure under Regulation 29(2) of SEBI (Substantial Acquisition of Shares & Takeovers) Regulations, 2011 for SBI Mutual Funds
RoutineCopy of Newspaper PublicationNSE · 25 Sept 2026Privi Speciality Chemicals Limited has informed the Exchange about Copy of Newspaper Publication of Notice convening Meeting of Equity Shareholders (Meeting) of the Company convened in accordance with the order of the Hon ble National Company Law Tribunal, Mumbai Bench.
RoutinePrivi Speciality Chemicals Ltd - 530117 - Announcement under Regulation 30 (LODR)-Newspaper PublicationBSE · 25 Sept 2026Newspaper Publication of Notice Convening Meeting of Equity Shareholders (Meeting) of the Company Convened in accordance with the order of the Hon''ble National Company Law Tribunal, Mumbai Bench.
MANAGEMENT COMMENTARY
Signals from filed documents
During the quarter, company reported revenue of Rs. 666 crore, which is reflecting growth of 19.22% year-on-year, supported by healthy demand across both domestic and international markets. Privi Speciality Chemicals Limited July 31, 2026 Page 3 of 16 Despite adverse global headwinds, demand across the fragrance and flavor value chain remained healthy during the quarter.
Our ROE and ROCE achieved during the quarter was 21.7% and 22.72% respectively. Looking ahead: We remain confident in our ability to deliver sustainable growth. Our strong balance sheet, robust cash flows and disciplined capital allocation strategy position us well to capitalize on emerging opportunities while navigating external uncertainties.
Q1 FY27 marks another important year in Privi’s growth journey. Our focus remains on executing the expansion projects currently underway, strengthening our specialty product portfolio and further building on the long-standing relationship with customers across the globe. The first quarter reflects a very positive start of the year.
Profit after tax for the quarter was around Rs. 61.46 crores achieved in Q1 FY26 The overall growth continues to be driven by volume, price increase and improved product mix. This growth was supported by sustained demand across key end-user industries and increasing traction in our specialty and value-added product segments.
Our JV with PRIGIV is progressing as per expectations and we expect meaningful contributions to keep coming ahead. On the CAPEX update: As Sanjeev mentioned, our Phase-1 of production capacity expansion is progressing as planned and is expected to be commercialized shortly. This shall increase our production capacity from 48,000 to 54,000 metric tons of all our existing products.
Operationally, our supply chain remains stable despite the evolving global geopolitical environment. Our diversified sourcing strategy, particularly our backward integration into pine chemistry and global raw material procurement network continues to provide resilience and flexibility in managing input availability and customer deliveries. This has enabled us to consistently meet customer requirements across key mark
Sanjeev Patil: We make over 75 products which are based on almost 60 different raw materials. So, sometimes the raw material cost could be substantially skewed. But overall as Narayan mentioned that between 52% to 53% is what we are looking at.
HOW TO READ THIS PAGE
Evidence, freshness and limitations
What does the TickerSutra score mean?
The score ranks captured evidence across financial quality, growth, moat and margins, regulatory catalysts, governance, institutional trend and valuation comfort. It is a research-prioritization tool—not a buy recommendation or price target.
Which sources support this page?
Financial history, ownership and pledge data, NSE and BSE filings, annual reports and available earnings-call transcripts are combined here. Use the source trail and original exchange document before relying on a decision-critical fact.
Why can an item be unresolved?
Unresolved means the current captured source window did not provide enough evidence for that check. It does not establish that a risk or relationship is absent.
Maintained by TickerSutra Research · Snapshot updated 29 Sept 2026 · Read the methodology · Read the disclaimer
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