Kemistar (KEMISTAR) | News Based Sentiment Analysis

• On September 26, 2025, Kemistar Corporation Ltd. closed at ₹99.00, a decrease of 2.42% from its previous close, despite earlier strong momentum throughout the month. This dip brings the stock back within range of its 52-week low of ₹55.80, signaling potential volatility. The company’s TTM EPS is ₹0.54, with a P/E ratio of 183.67x and a P/B ratio of 5.91x.
• Kemistar experienced a significant surge in stock performance on September 24, 2025, with a 3.03% price increase to ₹102.00 and a 3.91% return over two consecutive days. This positive trend continued with a 2.87% gain over the past week, 37.00% over the last month, and 20.64% over the past year, outperforming the BSE500 index. However, decreasing delivery volume raises concerns about sustained investor participation.
• The company reported a total income of ₹2.86 Cr. for the quarter ended June 2025, but this represented a substantial 60.67% quarter-over-quarter revenue decline. Despite this decline, annual revenue growth was 69.66%, though this outperformed a negative 3-year CAGR of -3.35%, highlighting inconsistent performance. EBIT for the quarter stood at ₹0.20 Cr.
• Kemistar Corporation Ltd. will trade ex-dividend on September 23, 2025, for a final dividend of ₹0.3000 per share, with a payment date of October 30, 2025, and a dividend yield of 0.30%. This announcement followed the company’s AGM scheduled for September 30, 2025, where shareholder approval of the 3% dividend for the financial year 2024-25 was sought.
• Earlier in the month, on September 18, 2025, Kemistar’s stock price rose to ₹100.00, a 0.86% increase, with a 50.38% gain over the past month, outperforming the Sensex. This surge was supported by a 26.50% growth in net sales over the last six months and a high debtors turnover ratio of 10.43 times.
• On September 24, 2025, Kemistar surged 5.00%, significantly outperforming the Sensex’s decline of 0.35%. Over the past week, Kemistar gained 4.84% while the Sensex dropped 1.06%, and over the past month, the stock surged 39.62% compared to the Sensex’s 0.62% increase.

The Investment Story: September was a month of stark contrasts for Kemistar Corporation, marked by initial strong gains and dividend announcements, followed by a late-month price correction and the revelation of significant quarterly revenue declines. The company continues to demonstrate short-term volatility despite long-term fundamental concerns.

What It Means for Investors: The mixed signals – strong short-term gains alongside declining revenues and a high valuation – suggest Kemistar remains a high-risk investment. The dividend offers some reward, but investors should carefully weigh the company’s inconsistent performance and potential for further volatility.

Looking Ahead: Investors should closely monitor the outcome of the AGM on September 30, 2025, and pay close attention to future quarterly reports to assess whether the revenue decline is a temporary setback or a sign of deeper issues. The stock’s performance will likely depend on sustained investor interest and improvements in core profitability.

The Bottom Line: Kemistar Corporation presents a speculative investment opportunity. While the recent dividend and short-term gains are encouraging, the underlying financial challenges and high valuation necessitate a cautious approach. Investors should proceed with a clear understanding of the risks involved and closely monitor the company’s performance in the coming quarters.