Pharma Intermediates

While the semi-conductor and battery chemical businesses are the new drivers of growth for the long term, it would take time. Near-term growth would be driven by the advanced intermediates business.

Ami Organics: Well placed to meet growth guidance despite global challenges

Successful inspection by the regulatory agency of Japan adds to the company’s credential in the advanced intermediates space

Ami Organics: Opportunities in battery value chain not priced in

Pickup in collaboration between global pharma majors and Indian firms for pharma ingredients/molecules, development of new products among positives.

Weekly Tactical Pick: Recent consolidation gives an opportunity in Ami Organics

Its commercial arrangement with the innovator, Fermion, and the growing electrolyte additives business are two factors that place the company ahead in the race

Aether IPO | This niche chemical player is a leader of the pack. How?

The company’s success depends on identifying the molecule/product opportunity, investing behind R&D and implementing processes/integration to scale it up

Ami Organics: New products to lead medium-term growth

The Ankleshwar facility expansion would enhance the capacity of pharma inter-mediates by 2.8 times. This would take care of the anticipated demand till FY27

Ami Organics: Niche chemistry and a strong export tailwind

Overall valuations, seen in the context of high growth and elevated margins, make Ami Organics a stock worth looking at

Ami Organics: Is it time to book profit as strong listing narrows valuation gap?

Post the strong listing, multiples are close to some of the larger players in chemicals, having their end-market as pharma.

Ami Organics IPO: A play on critical pharma intermediates

Intermediates are the key area where import dependence is huge, and, hence, a company like Ami Organics is likely to benefit