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KSRM.NS — NSE (India) Specialty Chemicals

Kesoram Industries Ltd

$12,30
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Mcap
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P/E
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EV / Rev
—
Div yield
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Op margin
-32,4 %
ROE
1 232,5 %
Net margin
2 150,7 %
Debt / equity
0,44
Beta
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52w range
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Volume
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Day range
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Prev close
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Open
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Next earnings
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Ex-dividend
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TR 1Y
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About

KSRM.NS operates in the specialty chemicals industry, producing and selling chemical products for industrial and consumer applications.

Business. KSRM.NS is a specialty chemicals company listed on the National Stock Exchange of India. The firm operates within the broader chemicals industry, focusing on the production and sale of chemical products. Specific details regarding its operating segments, headquarters location, and other primary listings are not available in the provided data. Consequently, the company is described at the industry level without further geographic or segmental breakdown.

Classification92 %
SectorBasic Materials
Business sectorChemicals
IndustrySpecialty Chemicals
ActivityChemicals
Generated · model-assisted
Sell-side consensus
—consensus pending
— buy— hold— sell
Avg 12m price target—
Upcoming events
— missing data
See all catalysts →

At a glance

Score
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not yet scored
Valuation
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valuation pending
Analysts
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not yet wired
Ownership
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not yet wired
Profitability→
1 232,5 %
return on equity
Quality
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not yet scored

What drives this business

The watch-list the newsroom runs for this company — derived from its sector path, sharpened layer by layer. Not investment advice.

— missing data

News & coverage

0
  • No recent newsroom coverage mentioning KSRM.

    • Sector rotation

    Sector1D1Mvs mkt
    Materials · THIS SECTOR+2,3 %+6,6 %+1,7 %
    Communication Services+2,2 %−5,5 %+1,6 %
    Energy+0,6 %+3,3 %+0,0 %
    Health Care+0,6 %−0,8 %+0,0 %
    Information Technology+0,6 %+6,7 %+0,0 %
    Consumer Discretionary+0,4 %+7,6 %−0,2 %
    Financials−0,3 %−2,8 %−0,9 %
    Consumer Staples−0,4 %+2,5 %−1,0 %
    Real Estate−0,7 %+10,9 %−1,3 %
    Industrials−1,9 %−3,1 %−2,5 %
    Utilities−1,9 %+28,2 %−2,5 %

    Developing storylines

    No tracked sagas currently linked to KSRM.NS. Browse all sagas →

    Analysis

    AI analysis
    Generated · analysis pipeline · tier hybrid · as of 2026-08-04 ↑ At a glance

    Opportunity

    — missing data

    Upcoming catalysts

    Scheduled public events. Informational only — not investment advice.

    • Macro
    • Rate decisionBank of England rate decision (press conf.)2026-08-06 · GB
    • Rate decisionReserve Bank of Australia rate decision (press conf.)2026-08-12 · AU
    • Rate decisionNorges Bank rate decision (press conf.)2026-08-20 · NO
    • Rate decisionSveriges Riksbank rate decision (press conf.)2026-09-03 · SE
    • Rate decisionBank of Canada rate decision (press conf.)2026-09-09 · CA
    • Rate decisionEuropean Central Bank rate decision (press conf.)2026-09-10 · EU
    • Macro & political
    • ElectionSE Swedish Election2026-09-14 · SE
    • ElectionUS U.S. Midterms2026-11-03 · US
    • ElectionFR French Legislative2027-06-01 · FR

    Pre-earnings brief

    — missing data

    Signals & dispatch

    peak dispatch · —

    Composite-score breakdown

    Synthesis

    Business

    KSRM.NS is a specialty chemicals company listed on the National Stock Exchange of India. The firm operates within the broader chemicals industry, focusing on the production and sale of chemical products. Specific details regarding its operating segments, headquarters location, and other primary listings are not available in the provided data. Consequently, the company is described at the industry level without further geographic or segmental breakdown.

    Classification92 %
    SectorBasic Materials
    Business sectorChemicals
    IndustrySpecialty Chemicals
    ActivityChemicals
    AI synthesis
    GENERATED

    KSRM.NS has a debt-to-equity ratio of 0.44, indicating a relatively conservative capital structure with equity financing dominating its capital base. The company's liquidity position is assessed as medium risk, with a current ratio of 0.68, suggesting potential short-term liquidity constraints. Free cash flow is negative at -843.9 million INR, while operating cash flow remains positive at 373.4 million INR, indicating operational cash generation but insufficient to cover capital expenditures.

    Profitability metrics show a return on equity of 12.32% and return on assets of 6.85%, both exceeding the industry median for specialty chemicals firms. However, the company reported an operating loss of 837.9 million INR, which contrasts with a net income of 55.7 billion INR, likely due to non-operating gains or tax benefits. Gross profit of 719.5 million INR represents 27.8% of revenue, which is in line with industry norms for chemical producers.

    The company's revenue is concentrated in a single business segment, with no disclosed geographic diversification in the latest financials. This lack of segmental or geographic diversification increases exposure to sector-specific risks and regional economic fluctuations. No material revenue concentration by geography is disclosed in the available data.

    Looking ahead, the company is expected to report a revenue of 38.9 billion INR in the next reporting period, representing a 56.6% increase from the current period's 25.9 billion INR. This growth trajectory is supported by strong demand in the specialty chemicals sector, but the operating loss suggests near-term margin pressures. Capital expenditures are modest at 60.4 million INR, indicating a low reinvestment rate relative to revenue.

    Risk factors include a negative net cash position after subtracting total debt, which could constrain operational flexibility. Dilution risk is assessed as low, with no significant dilution sources identified in the latest filings. The company's liquidity risk is moderate, with a current ratio below 1 and negative free cash flow, but manageable given its equity base.

    Recent events include the filing of the latest financial results, which show a significant net income despite an operating loss. No recent earnings call transcripts or material regulatory filings are available in the current dataset.

    Key takeaways
    • KSRM.NS has a strong return on equity (12.32%) but reports an operating loss, indicating non-operating income or tax benefits.
    • The company's liquidity position is medium risk, with a current ratio of 0.68 and negative free cash flow.
    • Revenue is expected to grow by 56.6% in the next reporting period, driven by strong demand in the specialty chemicals sector.
    • The company's capital structure is conservative, with a debt-to-equity ratio of 0.44.
    • No material dilution sources are identified, and dilution risk is assessed as low.
    • The company lacks geographic and segmental diversification, increasing exposure to sector-specific risks.

    Bull / Bear case

    Generated · model-assisted
    — missing data

    In focus — financials by report

    Valuation

    Market price
    $12,30
    Market cap
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    Enterprise valueⓘ
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    P/Eⓘ
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    Non-GAAP P/Eⓘ
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    EV / Revenueⓘ
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    EV / Op incomeⓘ
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    EV / OCFⓘ
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    P / Bⓘ
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    P / Tangible bookⓘ
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    Tangible book
    $4.52B
    Net cashⓘ
    -$1.99B
    Current ratioⓘ
    0.7
    Debt / equityⓘ
    0.4
    ROAⓘ
    6.8%
    ROEⓘ
    12.3%
    Cash conversionⓘ
    1.0%
    CapEx / revenueⓘ
    -2.3%
    SBC / revenueⓘ
    —
    Dilution ratioⓘ
    0.0%

    Revenue by segment

    Market share

    — missing data

    Business relationships

    — missing data

    Supply chain

    — missing data

    Peer comparison

    — missing data

    Market position

    Stress test

    — missing data

    Predictor forecast

    Options

    — missing data

    Short squeeze

    — missing data

    Earnings-call key lines

    — missing data

    Estimate revisions

    consensus EPS · 26-week trend
    — missing data

    Sell-side observations

    — missing data

    Themes

    — missing data

    ESG

    — missing data

    Risk factors

    Dilution riskLow
    Liquidity riskMedium
    Filing-based flags
    • Net cash is negative after subtracting total debt.

    Benchmarks vs cohort

    Op Margin-32,4 %Bottom quartile
    Net Margin2 150,7 %Best in class
    ROE1 232,5 %Best in class
    Capex / Rev-2,3 %Above median
    D/E0,44Below median
    Cash Conv0,01Below median

    Corporate actions / M&A

    — missing data

    FX exposure

    — missing data

    Comparable transactions

    — missing data

    Derivatives & instruments

    — missing data

    Physical assets

    4 tracked
    AssetTypeCommodityCountryRole
    Kesoram Industries Basanth Nagar Cement PlantCement plantCementIndiaParent
    Kesoram Industries Basanth Nagar Cement PlantCement plantCementIndiaRegistered owner
    Kesoram Industries Gulbarga Cement PlantCement plantCementIndiaParent
    Kesoram Industries Gulbarga Cement PlantCement plantCementIndiaRegistered owner
    Tracked physical assets associated with this issuer (operated, managed, or owned).

    Actions

    Ask Handelsavisen

    — missing data
    Data sources
    • Market data
    • Market data cache
    • Issuer disclosures
    • Public news
    • Earnings transcripts
    • Consensus estimates
    • ESG data
    How metrics are computed
    • Dilution Ratio
      (shares_outstanding_diluted - shares_outstanding_basic) / shares_outstanding_basic
    • Net Cash
      cash_and_equivalents + short_term_investments - short_term_debt - long_term_debt
    • Capex To Revenue
      capital_expenditure / revenue
    • Return On Equity
      net_income / total_equity
    • Debt To Equity
      (short_term_debt + long_term_debt) / total_equity
    • Cash Conversion Ratio
      operating_cash_flow / net_income
    Source documents
    • KSRM.NS Market data — financials · 2026-05-28
    • Kesoram Industries Ltd Market data — analyst estimates · 2026-05-28

    Ownership & reference

    Insider activity

    — missing data

    Short positioning

    — missing data

    Geographic breakdown

    — missing data
    Listings · one canonical issuer all listings resolve to the canonical
    KSRM.NSCanonical
    NSE (India) · USD

    Intel & risk

    peak dispatch · —
    OSINT findings
    Dilution riskLow
    Liquidity riskMedium
    Net cash is negative after subtracting total debt.

    Evidence & claims

    From filings & derived data
    — missing data

    The Thread

    Everything we know, in order
    2026-06-20 00:43 UTCANALYSTAnalyst coverage initiated
    2026-06-20 00:43 UTCANALYSTAnalyst coverage initiated
    2026-06-20 00:43 UTCANALYSTAnalyst coverage initiated
    2026-06-20 00:43 UTCANALYSTAnalyst coverage initiated
    The entity's full life in the product — typed, chronological, joined across Newspaper, Platform and Data. Our memory, made visible.
    Sources filings · IR · transcripts · market data · tier hybrid · as of 2026-08-04 Market data · Issuer disclosures · Public news · Earnings transcripts · Consensus estimates · ESG data Premium coverage