Brokerage analysts Atul Ltd par positive hain, unhone 'Buy' rating reiterate kiya hai aur ₹8,500 ka target price set kiya hai. Ye sab company ke Gujarat mein sthit bade integrated complex ko visit karne ke baad hua hai. Ye 1,350-acre facility, jo 1947 mein bani thi, char alag divisions mein 900 se zyada products aur 400 formulations banati hai.
During the visit, executives ne kuch khaas operational details batayi. Naya liquid epoxy resin (LER) plant filhal lagbhag 75-80% capacity par chal raha hai, jismein windmill applications ke liye domestic demand ka bada role hai. US market mein exports par tariffs ki wajah se asar pada hai.
Report mein ye bhi bataya gaya hai ki Epichlorohydrin (ECH) ki supply kafi achhi hai kyunki Southeast Asia mein naye capacities aa rahi hain. Atul Ltd ke integrated complex mein captive power plants hain jo energy demands ko poora karte hain, jismein caustic soda plant bhi shamil hai. Company 2,4-D ko US export karne mein bhi competitive advantage rakhti hai.
Innovation aur research Atul ki strategy ka main hissa hain. Company ke paas 223 R&D members hain aur 18 patents file kiye gaye hain, jinmein se 9 mil chuke hain. Analysts ne FY27E Earnings Per Share (EPS) estimate ko lagbhag 5% tak kam kar diya hai, jiska karan hai kamzor US export volumes se hone wala near-term EBITDA margin pressure. EPS estimates ko December 2027 earnings tak roll over kar diya gaya hai.
Atul Ltd par 'Buy' reiterate, Gujarat plant visit ke baad ₹8,500 ka target.
CHEMICALS
Overview
Analysts ne Atul Ltd ke Gujarat complex ko visit kiya, jahan 900+ products aur 4 divisions dekhe. Liquid epoxy resin plant 75-80% use ho raha hai, ECH supply achhi hai. US exports par tariff ka asar hai, lekin company 2,4-D mein competitive hai. R&D strong hai, 18 patents file kiye hain. FY27E ke liye EPS thoda kam kiya gaya hai, lekin 'Buy' rating aur ₹8,500 target price maintain rakha hai.
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