Valuations for the sector are, by and large, not expensive but not cheap either. In some cases, it is close to the long-term averages and should be evaluated case by case.

Bhansali Engineering: Delay in brownfield expansion caps volume growth; valuation fair

Import intensity across ABS value chain has reduced before the latest phase of lockdown in China and so it appears to be more a case of normalisation of channel inventory for Bhansali Engineering

For chemicals, Budget 2022 is a minor reversal of import substitution policy

A reduction of duties on key chemicals to help soften raw material inflation

Bhansali Engineering: Margins likely to moderate further; valuation fair

Bhansali looks to step up the overall ABS capacity to 200,000 tonnes from the current 137,000 tonnes, with a capex of Rs 500 crore

Bhansali Engineering Q4: Margins likely to moderate in near term; valuation fair

The drivers to watch Bhansali Engineering are a pick-up in the end-market demand and a traction in greenfield capex plan

Bhansali Engineering Q3: Global shortages may spell better margins in short term

In the medium term, Bhansali's traction towards high-grade applications and greenfield expansion is crucial for superior and sustainable margin profile

Bhansali Engineering Q2 review: Weaker rupee & input cost weigh; accumulate on dips

The company is already witnessing improved market share. Its planned mega capacity expansion (200,000 tpa in FY21) is expected to bridge the domestic demand and supply gap

Bhansali Engineering Polymer: Accumulate on deflating valuation froth, positive outlook

BEPL’s strong balance sheet, guidance for better capacity utilisation and promising end markets remain key positives.

Bhansali Engineering: Accumulate with a long-term view

Capacity expansion and R&D investment plans positions BEPL to become a dominant player in the domestic ABS market, wherein positive outlook for the end markets viz. auto (50%) and consumer durables is supportive.

Buy Bhansali Engineering Polymers; target of Rs 255: Hem Securities

Hem Securities is bullish on Bhansali Engineering Polymers has recommended buy rating on the stock with a target price of Rs 255 in its research report dated April 10, 2018.

A tweak in our Diwali Portfolio: Switch to Vidhi Specialty Food Ingredients from Bhansali Engg Polymers

Vidhi Specialty seems well placed to increase market share as it embarks upon capacity expansion in 2018.

Moneycontrol Research’s Diwali Dozen portfolio sparkles, and it’s time for a tweak

After the earnings for the September 17 quarter, the portfolio deserves a review. We are happy to report an outperformance of 8.9 percentage points over the benchmark in little over a month.

Bhansali Engineering gains from an improved pricing environment

The company reported another stellar quarterly results after it gained from elevated capacity utilization, improved product pricing and better operating performance.

Diwali sparklers: Moneycontrol Research’s 12 picks for Samvat 2074

Below is our latest offering: 12 conviction picks that could fetch you strong returns if held from this Diwali to the next, along with the rationale for our choices. The list is in alphabetical order.

Capacity expansion plans, strong fundamentals make Bhansali Engg an interesting bet

The company is focusing on high-margin variants, research for new products, and has a debt-free balance sheet