Dicamba

Investors should watch out for market-wide gyrations to accumulate Aarti Industries’ stock. Given the elevated multiples, accumulation should be done with an investment horizon of three-five years. We believe such a vesting period is warranted to harness the diversified chemical behemoth’s foray into downstream value-add products and the optionality of value unlocking in pharma space.

Aarti Industries: Planning for a decade; accumulate

Aarti Industries' strong export market and a resilient pharma business should offset the discretionary demand contraction in domestic market in the near term

Aarti Industries: The risk of contract termination becoming a trend for the industry

This rethink is being fuelled by the uncertain demand situation at present, which is reflecting in the desire to lower supply chain risk, change outsourcing contracts and calibrate capex growth.