1) Deepak Fertilizers
Leading Indian chemical and fertiliser producer with three main verticals: Mining (Technical Ammonium Nitrate – TAN), Crop Nutrition (CNB), and Industrial Chemicals (IC).
- ₹4,500 crore capex programme underway
- TAN project at Gopalpur: 376 KTPA capacity
- Nitric Acid project at Dahej: 300 KTPA WNA + 150 KTPA CNA
- Expected commissioning: H2 FY26
Backward integration benefits: The 5 lakh ton per annum ammonia plant stabilisation provides consistent raw material supply and competitive advantage.
2) HCG
HCG is India's largest pan-India oncology hospital chain dedicated to comprehensive cancer care.
- 9-month capex: ₹172 crore
- FY25–FY26 annual capex guidance: ₹275–280 crore per annum
- Q3 FY25 operational beds: 1,518
KKR acquisition: KKR PE acquired 54% stake with strong healthcare experience and a successful turnaround track record.
3) SRF
SRF Limited manufactures industrial and specialty intermediates across Fluorochemicals, Specialty Chemicals, Packaging Films, Technical Textiles, and Coated and Laminated Fabrics.
- FY26 capex for current and future projects: ₹1,500–2,000 crore range
- Specialty chemical projects capitalised over the last 6–7 quarters: approximately ₹2,000 crore
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