Himadri Speciality Chemical (500184) Stock Overview
Manufactures and sells carbon materials and chemicals in India and internationally. More details
| Snowflake Score | |
|---|---|
| Valuation | 1/6 |
| Future Growth | 2/6 |
| Past Performance | 4/6 |
| Financial Health | 6/6 |
| Dividends | 0/6 |
Rewards
Risk Analysis
No risks detected for 500184 from our risk checks.
500184 Community Fair Values
Create NarrativeSee what 8 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Himadri Speciality Chemical Limited Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | ₹722.40 |
| 52 Week High | ₹718.00 |
| 52 Week Low | ₹420.00 |
| Beta | 0.32 |
| 1 Month Change | 4.81% |
| 3 Month Change | 46.49% |
| 1 Year Change | 39.53% |
| 3 Year Change | 415.82% |
| 5 Year Change | 1,221.87% |
| Change since IPO | 107,560.21% |
Recent News & Updates
Narrative Update • Jun 15
500184: China Subsidiary Plan Will Fail To Support Current Premium
Analysts have kept the price target for Himadri Speciality Chemical steady at ₹550, citing largely unchanged assumptions on fair value, revenue growth, profit margin, discount rate and forward P/E as the basis for maintaining their view. What's in the News Shareholders at the AGM on 11 June 2026 approved a dividend of ₹0.80 per share for the financial year ended 31 March 2026, following an earlier board recommendation for the same payout.Narrative Update • Jun 01
500184: High Performance Memory Supply Chain Risks May Fail To Support Premium
Analysts have kept their fair value estimate for Himadri Speciality Chemical steady at ₹550, indicating only marginal tweaks in assumptions such as discount rate, revenue growth, profit margin and future P/E as they reassess the stock in light of evolving competitive positioning in high performance computing supply chains. Analyst Commentary Analysts are looking at Himadri Speciality Chemical through the lens of how high performance computing and advanced memory trends could shape long term demand for its specialty chemical portfolio, particularly as global supply chains adapt to new platforms such as Nvidia's Vera Rubin.Recent updates
Narrative Update • Jun 15
500184: China Subsidiary Plan Will Fail To Support Current Premium
Analysts have kept the price target for Himadri Speciality Chemical steady at ₹550, citing largely unchanged assumptions on fair value, revenue growth, profit margin, discount rate and forward P/E as the basis for maintaining their view. What's in the News Shareholders at the AGM on 11 June 2026 approved a dividend of ₹0.80 per share for the financial year ended 31 March 2026, following an earlier board recommendation for the same payout.Narrative Update • Jun 01
500184: High Performance Memory Supply Chain Risks May Fail To Support Premium
Analysts have kept their fair value estimate for Himadri Speciality Chemical steady at ₹550, indicating only marginal tweaks in assumptions such as discount rate, revenue growth, profit margin and future P/E as they reassess the stock in light of evolving competitive positioning in high performance computing supply chains. Analyst Commentary Analysts are looking at Himadri Speciality Chemical through the lens of how high performance computing and advanced memory trends could shape long term demand for its specialty chemical portfolio, particularly as global supply chains adapt to new platforms such as Nvidia's Vera Rubin.Narrative Update • May 11
500184: Higher Margin Assumptions And China Expansion May Fail To Support Premium
Analysts have lifted their price target on Himadri Speciality Chemical from ₹470 to ₹550, citing updated assumptions that reflect a lower discount rate, changes to revenue growth expectations, a higher profit margin profile, and a revised future P/E multiple. Analyst Commentary Analysts are updating their views on Himadri Speciality Chemical in light of the revised price target and valuation inputs.Narrative Update • Apr 27
500184: Carbon Black Expansion And China Subsidiary May Struggle To Justify Premium
Analysts keep the fair value estimate for Himadri Speciality Chemical steady at ₹470, explaining that slightly higher assumed revenue growth of 30.997171038299044% and a higher future P/E of 40.388194678707464 are broadly offset by a lower profit margin assumption of 8.709153964791591% and a marginally higher discount rate of 13.37806965067006%. Analyst Commentary Analysts are keeping a close watch on how Himadri Speciality Chemical could align with wider semiconductor and advanced computing supply chains, even though the recent Street research cited focuses on memory suppliers and optical component vendors tied to Nvidia's Vera Rubin platform.Narrative Update • Apr 11
500184: Fair Outlook Links Carbon Black Capacity Ramp With Power Asset Decisions
Analysts have kept their price target for Himadri Speciality Chemical steady at ₹470, citing only slight adjustments to discount rate, revenue growth, profit margin and future P/E assumptions that do not materially alter their overall view on the stock. Analyst Commentary Analysts are largely treating the reaffirmed ₹470 target as a sign that their core framework on Himadri Speciality Chemical remains intact, even as they fine tune underlying assumptions.Narrative Update • Mar 28
500184: Fair Outlook Balances Carbon Black Expansion And Technology Supply Chain Exposure
Narrative update Analysts have reaffirmed their price target on Himadri Speciality Chemical at ₹470, reflecting only minor tweaks to underlying assumptions such as the discount rate, revenue growth, profit margin and future P/E that were influenced by recent sector research highlighting competitive positioning and supply dynamics in adjacent technology value chains. Analyst Commentary Recent sector research around high bandwidth memory, optical components and silicon photonics has filtered into views on Himadri Speciality Chemical, as investors look at how adjacent technology supply chains could influence long term demand for specialty chemicals and advanced materials.Narrative Update • Mar 11
500184: Fair Outlook Balances Capacity Expansion Against Insolvency Acquisition Uncertainties
Narrative Update Analysts have kept their fair value estimate for Himadri Speciality Chemical steady at ₹470, with only small tweaks to assumptions such as a slightly lower discount rate and marginally adjusted long term revenue growth, profit margin, and forward P/E inputs driving this unchanged price target. Analyst Commentary Analysts are broadly aligned on their valuation framework for Himadri Speciality Chemical, with the unchanged fair value estimate of ₹470 reflecting a balance between growth expectations, profitability assumptions, and the applied discount rate.Narrative Update • Feb 25
500184: Fair Outlook Weighs Insolvency Bid Against Expanding Export Corridors
Analysts have kept their price target on Himadri Speciality Chemical steady at ₹470. This points to essentially unchanged assumptions for discount rate, revenue growth, profit margin and future P/E in their latest update.Narrative Update • Feb 11
500184: Fair Outlook Balances Acquisition Plans And Export Capacity Expansion
Analysts have kept their fair value estimate for Himadri Speciality Chemical steady at ₹470, with only minor tweaks to assumptions such as a slightly lower discount rate and a marginally adjusted future P/E. These changes reflect refined rather than fundamentally changed expectations.Narrative Update • Jan 26
500184: Fair Outlook Balances Electronics Demand Tailwinds And Margin Pressures
Narrative Update Analysts have revised their fair value estimate for Himadri Speciality Chemical from ₹500 to about ₹470. This reflects updated views that incorporate expectations of higher revenue growth, slightly lower profit margins, and a modestly higher future P/E multiple.New Narrative • Jul 20
Large-Scale LFP Cathode Expansion Will Catalyze Global Advanced Materials Demand
Expansion into specialty materials and first-mover positioning in LFP cathode manufacturing drive global competitiveness and potential for sustained margin improvement.Shareholder Returns
| 500184 | IN Chemicals | IN Market | |
|---|---|---|---|
| 7D | 11.2% | 2.1% | 1.9% |
| 1Y | 39.5% | -4.9% | -1.3% |
Return vs Industry: 500184 exceeded the Indian Chemicals industry which returned -4.9% over the past year.
Return vs Market: 500184 exceeded the Indian Market which returned -1.3% over the past year.
Price Volatility
| 500184 volatility | |
|---|---|
| 500184 Average Weekly Movement | 6.2% |
| Chemicals Industry Average Movement | 6.1% |
| Market Average Movement | 6.1% |
| 10% most volatile stocks in IN Market | 9.1% |
| 10% least volatile stocks in IN Market | 3.8% |
Stable Share Price: 500184 has not had significant price volatility in the past 3 months compared to the Indian market.
Volatility Over Time: 500184's weekly volatility (6%) has been stable over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 1987 | 1,161 | Anurag Choudhary | www.himadri.com |
Himadri Speciality Chemical Limited manufactures and sells carbon materials and chemicals in India and internationally. The company operates through Carbon Materials and Chemicals and Power segments. It offers anode materials, LFP cathodes, and recycling materials.
Himadri Speciality Chemical Limited Fundamentals Summary
| 500184 fundamental statistics | |
|---|---|
| Market cap | ₹343.74b |
| Earnings (TTM) | ₹7.51b |
| Revenue (TTM) | ₹46.61b |
48.5x
P/E Ratio7.8x
P/S RatioIs 500184 overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| 500184 income statement (TTM) | |
|---|---|
| Revenue | ₹46.61b |
| Cost of Revenue | ₹29.40b |
| Gross Profit | ₹17.21b |
| Other Expenses | ₹9.69b |
| Earnings | ₹7.51b |
Last Reported Earnings
Mar 31, 2026
Next Earnings Date
n/a
| Earnings per share (EPS) | 14.89 |
| Gross Margin | 36.92% |
| Net Profit Margin | 16.12% |
| Debt/Equity Ratio | 16.1% |
How did 500184 perform over the long term?
See historical performance and comparisonDividends
0.1%
Current Dividend Yield5%
Payout RatioCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/07/16 11:28 |
| End of Day Share Price | 2026/07/16 00:00 |
| Earnings | 2026/03/31 |
| Annual Earnings | 2026/03/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the world class team who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
Himadri Speciality Chemical Limited is covered by 7 analysts. 1 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Pritesh Chheda | Emkay Global Financial Services Ltd. |
| Kameswari V. S. Chavali | FirstCall Research |
| Pankaj Pandey | ICICIdirect.com |