| Revenue growth | 22% YoY consolidated; -25% YoY standalone. |
|---|---|
| Margins | PAn margins improved; Fumaric Acid prices strengthened significantly. |
| Demand visibility | Steady domestic demand; growth in Paint and UPR segments. |
Growth
Consolidated revenue grew 22% YoY. Standalone PAT turned positive at INR 14 Cr vs loss of 14 Cr YoY.
Outlook
US facility (40.5 KTPA MAn) commercial operations targeted for Dec '26. Extension of anti-dumping duties supports domestic stability.
Risks
Chinese overcapacity in PAn, raw material shortages at Dahej, and high interest expenses at TCLS LLC, USA.
Investor Presentation filed with BSE, NSE: TIRUMALCHM. Summary written with AI assistance from the document.
Thirumalai Chemicals Ltd: key numbers
- Share price
- ₹147.82
- Market cap
- ₹1,782 Cr
- Revenue (annual)
- ₹1,736 Cr
- Net profit (annual)
- ₹-167.9 Cr
- P/E (TTM)
- -11.8×Sector 37.2×
- Promoter holding
- 37.13%+0.00% QoQ
- FII holding
- 1.46%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Thirumalai Chemicals Ltd
All →Thirumalai Chemicals Merger & Restructuring
Thirumalai Chemicals Limited announced the sale of 14.6 lakh equity shares of Ultramarine & Pigments Limited. This reduces the company's holding from 14.38% to 9.38%.
Thirumalai Chemicals Merger & Restructuring Worth ₹59.96 Cr
Thirumalai Chemicals will sell up to 14,60,000 shares (5% stake) in Ultramarine & Pigments Limited. The divestment is expected to be completed within seven working days.
- Value
- ₹59.96 Cr
- Execution
- Within 7 working days
Thirumalai Chemicals Management Change
M/s. Walker Chandiok & Co LLP resigned as the statutory auditor of Thirumalai Chemicals Limited's material subsidiary, TCL Intermediates Private Limited, effective August 28, 2026.
Thirumalai Chemicals Legal & Regulatory
Thirumalai Chemicals received a show cause notice under Section 74 of the CGST Act involving a tax demand of ₹0.33 Crore.
- Value
- ₹0.33 Cr
Thirumalai Chemicals Credit Rating
Thirumalai Chemicals Limited received a credit rating downgrade from ICRA to [ICRA]BBB (Negative) and [ICRA]A3+ across various long-term and short-term debt instruments.
Thirumalai Chemicals Annual General Meeting
Thirumalai Chemicals conducted its 53rd Annual General Meeting on August 07, 2026. The company shared the meeting proceedings, e-voting results, and the scrutinizer's report.