Synopsis:
The Fertilizers & Chemicals sector has drawn interest from ace investors, backing companies such as Mangalore Chemicals, Tanfac Industries, Deepak Fertilisers, and Sudarshan Chemical. These companies show strong revenue growth, robust order books, and solid fundamentals, reflecting investor confidence despite some margin pressures in select firms.
The Fertilizers & Chemicals sector has attracted attention from several ace investors due to its steady demand and growth potential in agriculture, industrial chemicals, and specialty products. The sector’s essential nature and strong business fundamentals have led top investors to put money into select companies, reflecting confidence in their long-term growth and value creation.
Below are the List of Stocks Backed by Ace Investors
1. Mangalore Chemicals & Fertilizers Ltd
Mangalore Chemicals & Fertilizers Limited, incorporated in 1966 and based in Bengaluru, manufactures, trades, and sells nitrogenous and phosphatic fertilizers in India. It also offers plant nutrition products, specialty agri products, water-soluble fertilizers, and other chemicals, and operates as a subsidiary of Zuari Agro Chemicals Limited.
Mangalore Chemicals & Fertilizers Ltd, with a market capitalization of Rs. 3,785.37 crore, is trading at Rs. 319 per equity share, up by 1.3 percent from its previous day’s close price of Rs. 314.90 per equity share.
Ace Investor Holding
As of June 2025, ace investor Dolly Khanna commands a significant 3.33 percent stake in the company, holding 39.52 lakh shares. The investor initially entered the company in March 2021, acquiring a 1.71 percent stake.
Financial Outlook
It is trading at a price-to-earnings (P/E) ratio of 22.6x, which is lower than the industry average of 29.9x. A return on equity (ROE) of about 14.9 percent and a return on capital employed (ROCE) of about 15.4 percent demonstrate the company’s financial position.
The company reported a revenue of Rs. 862 crore in Q1FY26, up 5.9 percent YoY from Rs. 814 crore in Q1FY25 and 11.4 percent QoQ from Rs. 774 crore in Q4FY25. The company’s profit rose sharply to Rs. 62 crore in Q1FY26, a 40.9 percent YoY increase from Rs. 44 crore and a 287.5 percent QoQ jump from Rs. 16 crore in Q4FY25, reflecting strong operational performance and improved margins.
2. Tanfac Industries
Tanfac Industries Limited, incorporated in 1972 and based in Chennai, manufactures and sells fluorine chemicals in India, including hydrofluoric and sulphuric acids, fluorides, boron trifluoride complexes, calcium sulphate, and other specialty chemicals, and also exports its products.
Tanfac Industries, with a market capitalization of Rs. 4,520.32 crore, is trading at Rs. 4,531.65 per equity share, down by 1.55 percent from its previous day’s close price of Rs. 4,603.15 per equity share.
Ace Investor Holding
As of June 2025, ace investor Ashish Kacholia commands a significant 1.65 percent stake in the company, holding 1.64 lakh shares. The investor initially entered the company in December 2023, acquiring a 1.19 percent stake.
Financial Outlook
It is trading at a price-to-earnings (P/E) ratio of 49.6x, which is higher than the industry average of 21.8x. A return on equity (ROE) of about 32 percent and a return on capital employed (ROCE) of about 41.8 percent demonstrate the company’s financial position.
The company reported a revenue of Rs. 176 crore in Q1FY26, up 85.3 percent YoY from Rs. 95 crore in Q1FY25 and 2.3 percent QoQ from Rs. 172 crore in Q4FY25. Profit stood at Rs. 19 crore, a 72.7 percent increase YoY from Rs. 11 crore, though down 17.4 percent QoQ from Rs. 23 crore in Q4FY25, indicating strong top-line growth with slight sequential margin pressure.
3. Deepak Fertilisers & Petrochemicals Corp. Ltd
Deepak Fertilisers and Petrochemicals Corporation Limited, incorporated in 1979 and based in Pune, manufactures, trades, and sells bulk chemicals and fertilizers in India, including ammonia, methanol, nitric acid, ammonium nitrate, DAP, MOP, and bio-fertilizers. The company also operates in real estate, provides consultancy to mining firms, manages agriculture products and brands, runs e-commerce platforms, and engages in construction and retail-related activities.
Deepak Fertilisers & Petrochemicals Corp. Ltd, with a market capitalization of Rs. 19,017.73 crore, is trading at Rs. 1,506.50 per equity share, down by 1.58 percent from its previous day’s close price of Rs. 1,530.65 per equity share.
Ace Investor Holding
As of June 2025, ace investor Mukul Agarwal commands a significant 1.19 percent stake in the company, holding 15 lakh shares. The investor initially entered the company in September 2024
Financial Outlook
It is trading at a price-to-earnings (P/E) ratio of 18.6x, which is lower than the industry average of 21.8x. A return on equity (ROE) of about 15.6 percent and a return on capital employed (ROCE) of about 15.7 percent demonstrate the company’s financial position.
The company reported Q1FY26 revenue of Rs. 2,659 crore, up 16.5 percent YoY from Rs. 2,281 crore in Q1FY25, and nearly flat QoQ compared to Rs. 2,667 crore in Q4FY25. Profit rose to Rs. 244 crore in Q1FY26, a 22 percent YoY increase from Rs. 200 crore and a 12.2 percent decline QoQ from Rs. 278 crore in Q4FY25, indicating strong annual growth despite a slight sequential dip.
4. Sudarshan Chemical Industries Ltd
Sudarshan Chemical Industries Limited, founded in 1951 and headquartered in Pune, produces and sells organic, inorganic, effect pigments, and dispersions worldwide, including the United States, Europe, China, Mexico, and Japan.
It operates in the Pigments and Other segments, offering products under the brands Sudaperm, Sudatex, and Sudafine for coatings, paints, plastics, inks, cosmetics, textiles, and printing, as well as industrial equipment and solutions for pollution control, grinding, and material handling.
Sudarshan Chemical Industries Ltd, with a market capitalization of Rs. 10,680.47 crore, is trading at Rs. 1,358.90 per equity share, down by 2.90 percent from its previous day’s close price of Rs. 1,399.55 per equity share.
Ace Investor Holding
As of June 2025, ace investor Vijay Kishanlal Kedia commands a significant 1.27 percent stake in the company, holding 10 lakh shares. The investor initially entered the company in December 2015, acquiring a 3.82 percent stake.
Financial Outlook
It is trading at a price-to-earnings (P/E) ratio of 85x, which is higher than the industry average of 19.8x. A return on equity (ROE) of about 3.07 percent and a return on capital employed (ROCE) of about 6.03 percent demonstrate the company’s financial position.
The company reported Q1FY26 revenue of Rs. 2,507 crore, up 295.42 percent YoY from Rs. 634 crore in Q1FY25 and 85.84 percent QoQ from Rs. 1,349 crore in Q4FY25. Similarly, profit increased sharply by 89.65 percent from Rs. 29 crore in Q1FY25 to Rs. 55 crore in Q1FY26.
Written by Akshay Sanghavi
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