Chemical Sector

Chemicals' outlook turns brighter, how should investors play the theme?

Improving demand conditions, rising exports, softer input prices all point to better times for chemical companies after a few torrid years. But not all segments are firing and valuations have run up too, meaning investors need to be selective 

Rising chemicals prices not a good reason to buy specialty chemicals stocks now: Analysts

Brokerage say it is wrong to interpret the rise in chemical stock prices as an indication of recovering demand. They say the spike in chemicals prices has stretched valuations even more for most stocks within the sector.

Can Indian chemicals companies stand strong against global demand concerns?

Inventory destocking by customers and weak global demand may keep volumes margins depressed for the short term, say brokerages.

Atul Industries: Global growth remains a key factor to watch

Macro headwinds in the export markets and a fair valuation keep us on the sidelines.

Atul: Next few quarters are hard

On a QoQ basis, in Q3 FY23, volumes for most of the chemical companies are anticipated to decline, except for the fluorochemicals and agrochemical companies

Aarti Industries: Post demerger, a pure play on aromatic chemistry

The near-term growth profile is blurred by a potential decline in realisations and the persistence of demand weakness

Archean Chemical: Company plans to clean balance sheet through IPO

Archean Chemical had a checkered history in terms of debt management and struggled to execute its expansion plan one time. A successful IPO, however, can provide a clean slate this time to foray into bromine derivatives

Can the recession in the US, Europe catalyse adverse ‘chemical’ reactions on D-St?

A Motilal Oswal analysis of 49 chemical companies suggests that these entities have announced a cumulative capex of Rs 23,200 crore for FY22-24

Budget 2022 | Six measures the chemical sector expects

In order to leverage its full potential, some of the bottlenecks and issues in the chemical sector need to be addressed. While in recent years the government has taken several steps in this direction, further support is required