ARCL Organics Ltd.

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arclorganics.comBSE: -NSE: ARCL

Market Cap₹ 183 Cr.

Current Price

High / Low₹ 250 / 220

Stock P/E17.7

Book Value₹ 114

Price to Book2.37

Dividend Yield0.00 %

ROCE20.4 %

ROE17.3 %

Face Value₹ 10

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ABOUT

AI Sector View

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Chemicals

Hold

The available domestic chemical proxies are mixed to weak. Fertilizers output was -8.0% YoY (2026-07) and sale quantity of fertilisers was 0.0% YoY (2026-05), although that high-frequency barometer is stale. FPI positioning is less negative than before, with net 3-month outflow only INR -11 crore versus INR -1229 crore in the prior 3 months to 2026-08-31, but the weak sector driver argues for a neutral stance.

Confidence

55%

View full sector analysis →

PROS

Company has delivered good profit growth of 37.3% CAGR over last 5 years
Company has a healthy return on capital (ROCE) of 23.3%
Company has a good return on equity (ROE) track record: 3 Years ROE 20.1%
Latest quarter profit grew 128.4% YoY, showing strong momentum
Company has delivered good sales growth of 28.8% CAGR over last 5 years
Company has consistently been profitable over the last 5 years

CONS

Recent results are weak - TTM profit is down 46.2% versus prior year
Receivables are growing faster than sales - a possible quality concern
Growth is decelerating - 3Y profit CAGR (5.4%) trails the 5Y trend (37.3%)
Though reporting repeated profits, the company pays out little dividend (0.0%)
Expensive relative to growth - PEG of 3.3

* The pros and cons are machine generated based on quantitative rules.

Peer comparison

ChemicalsChemicalsChemicals

Part ofNIFTY 50 NIFTY 500 NIFTY LARGEMIDCAP 250 NIFTY 100 NIFTY 200

S.No.	Name
1.	SOLARINDS	21410.70	97.29	193745.54	0.05	666.37	88.98	3668.20	70.26	38.16	27.91
2.	PIDILITIND	1632.00	62.71	166117.97	1.32	8835.10	1202.86	45515.50	1112.74	32.38	26.28
3.	SRF	2605.00	35.72	77218.67	0.35	758.87	75.53	5033.26	34.63	14.21	24.57
4.	FLUOROCHEM	4691.60	83.80	51537.23	0.06	219.00	19.02	1588.00	23.97	9.58	26.83
5.	NAVINFLUOR	8697.20	56.51	44623.69	0.17	243.31	107.67	1045.08	44.07	21.39	34.17
6.	GODREJIND	1155.90	33.12	38936.61	0.00	523.36	-27.85	5448.09	22.16	10.64	12.82
7.	DEEPAKNTR	1727.25	30.08	23558.49	0.43	345.01	207.36	2577.60	36.39	11.58	20.96
8.	AETHER	1656.35	93.47	21984.38	0.00	62.75	33.45	326.56	27.49	11.65	31.47
9.	ATUL	6465.50	23.93	19035.57	0.46	253.93	91.85	1847.95	25.03	15.05	21.41
10.	AARTIIND	501.75	34.27	18199.81	0.20	155.00	260.47	2387.00	42.42	6.95	16.00
11.	DEEPAKFERT	1356.30	17.46	17179.29	0.74	490.04	100.95	3256.26	22.47	12.12	25.96
12.	ARCL	228.30	17.70	182.64	0.00	9.12	128.43	66.95	-0.58	20.39	23.35

Detailed Comparison with:

Quarterly Results

Consolidated Figures in Rs. Crores / View Standalone

	Jun 2023	Sep 2023	Dec 2023	Mar 2024	Jun 2024	Sep 2024	Dec 2024	Mar 2025	Jun 2025	Sep 2025	Dec 2025	Mar 2026	Jun 2026
	42	43	48	58	60	56	62	72	67	86	53	65	67
	38	40	41	52	54	51	58	63	61	75	54	58	55
Operating Profit	3	4	7	5	6	5	4	9	6	11	-0	7	12
OPM %	7.62%	8.65%	14.75%	9.22%	9.64%	9.33%	6.17%	12.39%	9.59%	13.25%	-0.62%	10.84%	17.89%
	0	1	1	1	0	1	1	0	1	1	1	1	1
Interest	1	1	1	0	1	1	1	1	1	1	1	2	2
Depreciation	1	1	1	0	1	1	1	1	1	1	2	2	2
Profit before Tax	2	2	5	5	4	4	2	7	5	10	-3	4	13
Tax %	-12.00%	47.92%	29.55%	1.95%	26.13%	42.18%	24.79%	18.37%	18.70%	29.70%	-236.26%	37.72%	29.35%
Net Profit	0	0	0	0	3	2	2	6	4	7	-9	3	9
	2.45	1.56	4.75	6.30	3.46	2.72	2.24	7.00	4.99	8.90	-11.01	3.49	11.40

Profit & Loss

Consolidated Figures in Rs. Crores / View Standalone

	Mar 2019	Mar 2020	Mar 2021	Mar 2022	Mar 2023	Mar 2024	Mar 2025	TTM
	71	71	87	141	165	191	251	272
	67	64	74	126	147	171	227	242
Operating Profit	4	7	12	15	18	19	24	30
OPM %	5.88%	9.42%	14.08%	10.79%	10.83%	10.13%	9.50%	11.09%
	1	1	2	2	3	3	2	3
Interest	2	3	2	1	2	3	4	6
Depreciation	1	1	1	1	3	4	5	7
Profit before Tax	1	3	11	15	17	15	17	25
Tax %	25.68%	24.19%	28.42%	29.07%	30.09%	22.87%	26.39%	58.78%
Net Profit	1	3	8	11	12	11	12	10
EPS	0.00	3.16	10.04	13.16	14.59	14.12	15.42	—
Dividend Payout %	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	—

COMPOUNDED SALES GROWTH

10 Years:: —
5 Years:: 29%
3 Years:: 21%

COMPOUNDED PROFIT GROWTH

10 Years:: —
5 Years:: 37%
3 Years:: 5%

STOCK PRICE CAGR

10 Years:: —
5 Years:: —
3 Years:: —
1 Year:: —

RETURN ON EQUITY

10 Years:: —
5 Years:: 23%
3 Years:: 20%
Last Year:: 17%

Balance Sheet

Consolidated Figures in Rs. Crores / View Standalone

	Mar 2019	Mar 2020	Mar 2021	Mar 2022	Mar 2023	Mar 2024	Mar 2025
Equity Capital	8	8	8	8	8	8	8
	14	16	24	35	46	58	69
	22	15	12	16	19	28	32
Trade Payables	7	11	14	25	34	50	45
	4	4	10	15	16	20	23
Total Liabilities	55	54	68	98	124	162	178
	22	21	20	27	46	63	68
	5	6	6	12	13	22	14
	0	0	0	0	0	34	52
Cash & Bank	5	7	9	9	16	15	18
	23	20	33	50	49	28	26
Total Assets	55	54	68	98	124	162	178

Cash Flows

Consolidated Figures in Rs. Crores / View Standalone

	Mar 2019	Mar 2020	Mar 2021	Mar 2022	Mar 2023	Mar 2024	Mar 2025
	-2	11	7	4	27	13	5
Cash from Investing	-4	-0	-1	-7	-22	-21	-9
Cash from Financing	7	-11	-4	5	4	7	2
	0	0	1	-1	7	-1	-2

Ratios

Consolidated Figures in Rs. Crores / View Standalone

	Mar 2019	Mar 2020	Mar 2021	Mar 2022	Mar 2023	Mar 2024	Mar 2025
PER SHARE
EPS (₹)	1.39	3.16	10.04	13.16	14.59	14.12	15.42
Book Value (₹)	27.68	30.43	40.21	53.18	67.81	81.88	96.81
Dividend per Share (₹)	0.00	0.00	0.00	0.00	0.00	0.00	0.00
Cash EPS (₹)	3.16	4.94	11.90	14.95	17.93	19.49	21.93
PROFITABILITY
Operating Margin %	6.89%	11.01%	16.87%	12.48%	12.91%	10.13%	9.50%
Net Margin %	1.57%	3.57%	9.27%	7.45%	7.07%	5.92%	4.92%
ROE %	5.01%	10.86%	28.44%	28.19%	24.12%	18.87%	17.25%
ROCE %	8.54%	16.55%	33.68%	32.90%	28.40%	21.00%	20.39%
	2.02%	4.63%	13.13%	12.67%	10.53%	7.90%	7.26%
EFFICIENCY
Debtor Days	87	87	84	70	70	63	63
Inventory Days	26	28	25	24	27	33	26
Payable Days	51	71	79	68	91	110	94
	62	44	30	26	7	-13	-5
FINANCIAL HEALTH
Debt to Equity (x)	0.83x	0.50x	0.29x	0.34x	0.37x	0.44x	0.43x
Interest Coverage (x)	1.76x	2.10x	6.88x	11.97x	9.61x	5.77x	4.99x
	2.57x	1.70x	1.74x	1.55x	1.44x	1.34x	1.42x
GROWTH
Revenue Growth %	0.00%	-0.02%	22.44%	62.99%	16.84%	15.55%	31.39%
Operating Profit Growth %	0.00%	59.71%	87.64%	20.61%	20.82%	3.32%	18.85%
Net Profit Growth %	0.00%	127.55%	218.34%	31.05%	10.86%	-3.20%	9.14%
	0.00%	0.00%	0.00%	0.00%	0.00%	-3.20%	9.14%
VALUATION
P/E (x)	0.00x	0.00x	0.00x	0.00x	0.00x	3.07x	14.86x
P/B (x)	0.00x	0.00x	0.00x	0.00x	0.00x	0.53x	2.37x
Dividend Yield %	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
	0.00x	0.00x	0.00x	0.00x	0.00x	2.20x	7.60x

Shareholding Pattern

Numbers in percentages

	Jun 2024	Sep 2024	Dec 2024	Mar 2025	Jun 2025	Sep 2025	Dec 2025	Mar 2026	Jun 2026
	69.22	69.22	69.22	69.22	69.22	69.22	69.22	69.22	69.22
FIIs	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00
	0.75	0.75	0.75	0.75	0.75	0.75	0.75	0.75	0.75
Government	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00
	30.03	30.03	30.03	30.03	30.03	30.03	30.03	30.03	30.03

Documents

Corporate disclosures, annual reports, credit ratings, and concall transcripts

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