Bulletin Updates
Supreme Industries directs its Rs. 1,000-crore capex programme toward Bihar and Jammu plants… – Projects, Capacity & Operations, 4 Aug 2026
Aug 04, 2026
Capex bets reshape the capacity map
Gujarat Fluorochemicals reaches 60% completion on a Rs. 395 crore R-32 plant with 65% of output contracted
Supreme Industries directs its Rs. 1,000-crore capex programme toward Bihar and Jammu plants exceeding 50,000 tpa
Kansai Nerolac approves Rs. 601 crore expansion across automotive paints, powder coatings and captive resins through FY2028-29
Tata Chemicals advances 82,500-tpa and 210,000-tpa salt projects alongside a 50,000-tpa silica plant
Privi Speciality Chemicals bets Rs. 850–900 crore on corn-cob chemistry as capacity heads to 66,000 tpa
GACL’s Rs. 1,300–1,400-crore project slate pairs higher-value chemicals with a renewable-power target near 60%
IndianOil outlines a Rs. 1-trillion petrochemical programme to lift capacity from 4.3 million to 13 million tpa
Dhanuka advances a Rs. 200-crore, 23,000-tpa agrochemical plant at Nagpur
Integration and new chemistry drive the next margin test
Vishnu Chemicals pairs barium integration and higher-value chromium derivatives with a 20-MW solar cost programme
Tata Chemicals puts sodium-ion storage into customer pilots while an LFP-recycling unit tests its wider battery-material strategy
Asian Paints starts VAM–VAE integration as a 150,000-tonne build targets a 300–500-basis-point margin benefit
Aarti Industries plans to lift fuel-additives capacity to 360,000 tpa and add three to five products
Gujarat Fluorochemicals commits about Rs. 300 crore to fluorine expansion but electronic-grade sales face a 12–18-month approval gate
Supreme Industries builds a Rs. 220-crore uPVC-window business targeting Rs. 300–350 crore at normal utilisation
Order books rise, but conversion remains the test
INOX India’s Rs. 217-crore US aerospace order lifts backlog to a record Rs. 1,686 crore but export execution remains the test
INOX India wins seven additional LNG-fuelling-station orders as India’s trucking infrastructure begins to scale
INOX India’s Cryo Scientific revenue reaches a record Rs. 75 crore as CERN, ITER and aerospace work broadens the order mix
Thermax builds about Rs. 400 crore of US data-centre cooling backlog while export shipments face Rs. 300 crore of delays
Approvals and ramp-ups stand between projects and revenue
Sanathan links a 70–80% synthetic-fabric utilisation target to a 55–60 tpd yarn project while Dhar expansion waits
Vishnu Chemicals targets South Africa operations in H2FY27 as refurbishment and regulatory work continue
Ganesha Ecosphere links a 22,500-tpa Warangal expansion to brand approvals and feedstock collection as utilisation reaches 72%
NOCIL’s Rs. 250 crore Dahej programme enters trial production as a separate Rs. 130 crore backward-integration project follows
Archean lines up SOP trials, Idealis customer work and a 24–27-month Sicsem construction schedule
Aarti Industries’ Rs. 700–800-crore capex programme absorbs a Zone IV delay while Augene moves toward commissioning
Disruptions, restarts and stabilisation dominate operations
Archean Chemical targets a 20,000–25,000-tpa bromine exit rate while Acume reaches EBITDA break-even
DCW suspends Dhrangadhra operations after flooding and targets a 10–15-day restoration before a gradual ramp
Asian Paints’ Fujairah white-cement plant reaches full operation as international revenue grows 27%
INOX India’s Savli cryogenic and non-cryogenic capacity remains in stabilisation as export logistics constrain sales
Andhra Petrochemicals restarts production, making sustained operating rate the next market test
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