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Specialty chemicals ladder2 of 4 · the map

Specialty chemical stocks in India, side by side

Eight companies. Which markets each one’s chemistry finally reaches, and how much of it there is. Every figure from a filing; every description drawn from what the company says about itself on its own page here.

Where the chemistry ends up — five markets, left to right
AgrochemicalsIntermediates and actives for crop protection
PharmaIntermediates and actives for medicines
RefrigerantsGases for cooling — R32, R22 and the next generation
Polymers & filmsFluoropolymers, packaging film, tyre cord, cable
Batteries & newBattery materials, semiconductors, silicones — the bets
Who sells to whom — taller means more FY26 revenue

Tap or click a row for the company. Bar height follows the square root of revenue, so the smallest company stays visible next to one many times its size; the exact figures are on the right. Markets come from what each company names in its own filings; a market the answer does not name is left dark even if the chemistry plausibly reaches it. Bulk chemicals, films, textiles and other businesses count in the revenue and are named in the line beneath.

The same 8, in numbers
Co.Rev ₹crEBITDA margin5-yr growthP/ECash per ₹ profit
SRF15,78722%13%41×₹1.61
Aarti Industries8,28614%13%43×₹2.77
Deepak Nitrite7,88713%13%40×₹0.99
PI Industries6,71426%8%28×₹0.84
Gujarat Fluorochemicals4,99626%14%88×₹1.38
Navin Fluorine3,31433%23%65×₹1.81
Acutaas1,33936%32%74×₹0.96
Aether1,16031%99×₹0.49

¹ Blank where the company made a loss in FY26, so the ratio has no meaning, or where the history is too short. Growth is the five-year revenue CAGR to FY26. Cash per ₹ of profit is three years of operating cash flow over three years of profit.

Just the fluorine companiesFluorochemical stocks in India — SRF, Navin Fluorine, Gujarat Fluorochemicals
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A sector, read end to end, and the companies as they are published. Roughly monthly. Nothing else, and one click to stop.

Not advice. No target prices, no ratings. Revenue, margins and multiples are FY26 figures from the annual accounts and the exchange’s price file; they move when results are loaded.