DINESH

Gujarat Alkalies & Chemicals

Latest CMP 698
Today's Change ▲ 0.55%
52-Week High / Low 802 | 414
Price Date: 14-Aug-2026
Recommendation Buy
Target Price 1,447
Expected Upside 44.0%
Forecast Horizon 2 Years
Historical CAGR 10.0%
1,000 Invested 17-Aug-2006
Today's Value 6,711
Investment Period 20 Years

Stock Snapshot

Post Results Return
+12.5%
Positive Re-rating
1-Year Target Price
1,293
2-Year Target Price
1,447
52-Week High / Low
802 / 414
20-Day Return
+15.2%
Market Cap (Cr.)
5,125
Current PE
48.7
P/BV Ratio
1.0
Dividend Yield
2.8%
Industry PE
41.1

Price Performance

Basis of our Recommendation

Gujarat Alkalies and Chemicals Limited (GUJALKALI) is positioned for stable revenue growth, supported by management's focus on enhancing profitability through margin expansion. Recent earnings calls indicate a commitment to operational efficiencies, which is crucial given the competitive pressures in the specialty chemicals sector. Analysts highlight that while the overall chemicals market faces challenges, the specialty segment is benefiting from structural growth and strong domestic demand. This aligns with Vista's forecast of improving margins, projected to rise from 9.65% to 11.07%, reflecting a positive shift in profitability. The company's current valuation is deemed fair, consistent with its intrinsic value, and recent trading activity suggests constructive investor sentiment. The macroeconomic environment in India, characterized by robust manufacturing activity and favorable liquidity conditions, further supports GUJALKALI's outlook. However, watchpoints include the potential impact of rising crude oil prices and competitive pricing pressures that may affect margins. Over the next 12-24 months, GUJALKALI's ability to navigate these challenges while capitalizing on growth opportunities in the specialty chemicals market will be critical to its performance

👍 Why We Like This Stock

Things To Watch Out For

Key Parameters

Balance Sheet Strength
Weak Cash Conversion
Market Share
Stable
Industry Outlook
Weakening
Analyst View
Not Available
Dividend History
Consistent
FII Holdings
Increasing

Financial Snapshot

Actuals Forecast
FY24 FY25 FY26 FY27 FY28
Revenue (Cr.) 3,807 4,073 4,358 4,657 4,421
Profit Before Tax (Cr.) -300 -72 21 318 232
PBT Margin -7.9% -1.8% 48.2% 6.8% 5.2%
Net Profit (Cr.) -301 -73 20 295 215
Earnings Per Share -41.0 -9.9 2.7 40.2 29.3

Analyst Recommendations

No analyst recommendations available.

Consensus Recommendation ► None
Consensus Target
Coverage 0 Analysts
Analysts' Viewpoint

Company Overview

Show Company Profile

Gujarat Alkalies and Chemicals Limited engages in the manufacture and marketing of various chemical products in India. It provides caustic soda lye, caustic soda flakes and prills, sodium sulphate, hydrochloric acid, sodium hypochlorite, liquid chlorine, and compressed hydrogen gas; caustic potash lye and flakes, and potassium carbonate powder and granules; hydrogen peroxide; and chlorinated paraffin and anhydrous aluminum chloride. The company also offers methylene chloride, chlorine derivative, carbon tetrachloride, methyl chloride, and chloroform; bleachwin, scalewin, poly aluminium chloride, biowin, and bleaching powder; sodium chlorate; food and technical grade phosphoric acid; and hydrazine hydrate. In addition, it provides chloromethanes, chlorotoluene, benzyl alcohol, benzyl chloride, and benzaldehyde; and sells scrap materials. The company's products are used in various industries, such as textile, pulp and paper, soap and detergent, alumina, water treatment, petroleum, plastic, fertilizer, pharmaceutical, agrochemical, plant protection, dyes and dyes intermediates, refrigeration gas, epoxy, etc. It also exports its products. Gujarat Alkalies and Chemicals Limited was incorporated in 1973 and is based in Vadodara, India.