ALFA Finder
| P/E Ratio | 19.25Sector PE 35.14 |
|---|---|
| Market Cap | ₹477.05 CrSpecialty Chemicals |
| RSI | 60.57Bullish Zone |
| Promoter Holding | 59.94%Stable Holding |
| Metric | Q2-27 | Q1-27 | Q2-26 |
|---|---|---|---|
| Revenue from Operations | 63.9 | 26.6 | 54.8 |
| Other Income | 1.3 | 2.4 | 0.4 |
| Total Income | 65.2 | 28.9 | 55.2 |
| Profit Before Tax | 20.5 | 3.3 | 11.3 |
| Net Profit | 15.2 | 2.7 | 7.9 |
| Operating Margin | 31.4% | 11.4% | 20.5% |
| Net Profit QoQ | +463.0% | ||
| Net Profit YoY | +92.4% | ||
| Adj. Profit QoQ | +2,033.3% | ||
| Adj. Profit YoY | +76.1% | ||
Key highlights
- Net profit reached ₹15.2 crore, a 92.4% increase compared to ₹7.9 crore in the same quarter last year
- Revenue from operations stood at ₹63.9 crore, up from ₹26.6 crore in the preceding quarter
- Operating margins improved significantly to 31.4% from 11.4% in Q1 FY27
- The Board declared an interim dividend of ₹2.50 per equity share for the financial year 2026-27
- November 20, 2026, has been fixed as the Record Date for determining dividend eligibility
- Ms. Sakshi was appointed as Company Secretary and Compliance Officer effective November 14, 2026
Operational Recovery Drives Revenue Rebound
Alufluoride Ltd demonstrated a sharp recovery in its financial performance during the quarter ended September 30, 2026. Revenue from operations reached ₹63.9 crore, marking a 140% increase sequentially from ₹26.6 crore in Q1. This rebound is largely attributed to the normalization of raw material supply, as management previously indicated that disruptions in Fluo-Silicic Acid procurement were resolved on July 15, 2026.
Consequently, net profit grew to ₹15.2 crore, up from ₹7.9 crore in the same period last year. Operating margins also witnessed a significant boost, rising to 31.4% from 20.5% on a year-on-year basis.
Supply Chain Dynamics and Capacity Utilization
The company continues to navigate challenges in its raw material supply chain. While the adjacent fertilizer complex supply remains problematic, the firm has successfully pivoted to sourcing Fluo-Silicic Acid from more distant locations to fulfill customer commitments. Although this procurement strategy involves higher logistics costs due to fuel price fluctuations, it has allowed the firm to leverage its expanded 24,000 TPA production capacity, which was completed in June 2026.
This operational flexibility was critical in driving the volume conversion observed in the current quarter's results as the company manufactures a single line of product.
Interim Dividend and Governance Updates
- Board recommended an interim dividend of ₹2.50 per share, representing 25% of the face value of ₹10.
- The interim dividend will be paid to eligible shareholders within 30 days from the date of declaration.
- Ms. Sakshi (Membership No. A-80952) has been appointed as the new Company Secretary and Compliance Officer.
- The company approved a new Code of Practices and Procedures for Fair Disclosure of Unpublished Price Sensitive Information.
- Total expenses for the quarter were recorded at ₹44.7 crore, up from ₹25.5 crore in the previous quarter.
Strategic Supply Management
Silicic Acid supply from adjacent Fertilizer Complex continues to be a problem. However, to meet the commitments to customers, Fluo-Silicic Acid is procured from distant sources, even though expensive and increasing periodically due to escalating fuel prices.
Market Context and NSE Listing Milestone
Alufluoride Ltd reached a significant milestone recently with the commencement of equity trading on the National Stock Exchange on August 17, 2026. The stock is currently trading at a P/E of 19.25, which remains lower than the specialty chemical industry average P/E of 39.87. With a market capitalization of ₹477.05 crore and a durability score of 75, the company maintains a stable promoter holding of 59.94%.
Technical indicators like the RSI at 60.57 suggest positive momentum following a one-year price appreciation of approximately 37%.
| Date | Announcement | Amount |
|---|---|---|
| 11 Aug 2026 | Q1 FY27 consolidated net profitSource: scanx.trade | ₹2.75 Cr |
| 22 Jan 2026 | Q3 FY26 standalone net profitSource: scanx.trade | ₹9.44 Cr |
| 17 Oct 2025 | Q2 FY26 standalone net profitSource: scanx.trade | ₹7.91 Cr |
| 06 Aug 2025 | Q1 FY26 standalone net profitSource: scanx.trade | ₹4.21 Cr |
| 12 May 2025 | Q4 FY25 standalone net salesSource: bajajbroking.in | ₹54.01 Cr |
What to watch next
- Payment of interim dividend to shareholders by December 14, 2026
- Monitoring fuel price impact on the cost of Fluo-Silicic Acid procurement
- Quarterly performance sustainability following the 24,000 TPA capacity expansion
- Next Board meeting for Q3 FY27 results expected in early 2027
“The amount of Interim Dividend shall be paid to the shareholders within 30 days from the date of declaration of Interim Dividend.”
| Share price | ₹610 |
|---|---|
| Market capitalisation | ₹477.05 Cr |
| Revenue (annual) | ₹208.76 Cr |
| Net profit (annual) | ₹25.13 Cr |
| Revenue (latest quarter) | ₹26.57 Cr-48.51% vs previous quarter |
| Net profit (latest quarter) | ₹2.75 Cr-41.13% vs previous quarter |
| P/E (TTM) | 19.25×Sector 35.14× |
| Promoter holding | 59.94%0.00% QoQ |
| FII holding | 0.05%Current quarter |
Reference market data from a third-party provider, as of the story. Not a valuation or a recommendation.
Exchange filing by Alufluoride Ltd announcing its un-audited standalone and consolidated results for the quarter ended September 30, 2026. Market figures from a third-party data provider.
