Fluorochemicals

While competition from China remains a key variable to watch, SRF represents a niche export sector player which can outperform

Navin Fluorine: Sequential pick-up, but recovery in CDMO biz a key lever

A Rs 288-crore capex for a new cGMP facility, supply agreement with Fermion, and the addition of a UK pharma major as a customer are among the new growth levers that keep the medium-term prospects bright for the CDMO segment.

INOXGFL sees value unlocking opportunity in chemicals business, says Executive Director Jain

There are various things the company is doing in the chemicals space, which can lead to more unlocking opportunities, executive director Devansh Jain has said

Is the time ripe to add position in this chemical stock?

The company stands out due to the contractual nature of some of its businesses despite an adverse demand-supply situation

Navin Fluorine: Marred by delays, but still not off the radar

Other than supply-side factors, global demand is not encouraging and thus dims near-term prospects.

SRF: Global demand fragile, value emerging

While the company faces a cyclical slowdown, it appears to be doing better than peers and the capex intensity remains focused on long-term opportunities.

Weekly Tactical Pick: Recent correction opens up an opportunity for this fluorochemical stock

Emerging growth opportunities are a big positive for Navin Fluorine, whose valuation premium is likely to sustain

Navin Fluorine: Innovator-led growth to continue in FY24 for this pricey stock

Except for one molecule, the company is not witnessing any pricing pressure for Specialty chemicals as it has increasingly limited exposure to generics.

Navin Fluorine: Keep this quality chemical business on radar during downcycle

Long-term thesis is improving but trading at an expensive multiple

SRF: Agrochemical opportunity offsets weakness in other areas

The demand for agrochemicals remains strong as the company remains focused on active ingredients while engaging with global innovators

Navin Fluorine: Pick-up in demand from pharma innovators a key watch

Valuation is quite rich and investors should wait for a better opportunity to accumulate this stock

Navin Fluorine: Diversification away from agrochemicals to set it apart

Navin Fluorine is increasingly looking towards fluoro applications in performance materials. Among the new product platforms to watch out for would be those of fluoropyridine

SRF: Capex intensity in free flow

Among the recent announcements, what got our attention is more than 50 percent expansion for the belting fabrics capacity to cater to demand as infrastructure spend revives.

SRF: Superior execution continues for speciality; add stock on decline

The bulk of SRF's capex allocation in the medium term is dedicated to chemicals to gear up its capacity to meet the revival in global demand in the next 2-3 years

SRF: Superior execution chemistry; add on decline

The underlying trend of 'China plus one' is seen in various end markets of SRF — particularly specialty intermediates in both agro and pharma end markets and technical textiles

SRF: Diversification away from fluorochemicals to help sustain valuations

The bulk of SRF's capex allocation in the medium term is dedicated to chemicals to gear up its capacity to meet the revival in demand in the next two to three years

Piramal, Navin Fluorine to form healthcare JV

In the first phase of development, the JV is expected to invest around Rs 120 crore in India, Piramal Enterprises said in a filing to BSE.