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NICHE CHEMICAL PLAYER
A pail of water may unleash India's ₹20 lakh crore opportunityIndia faces a significant water crisis, with demand projected to double supply by 2030, creating a massive ₹20 lakh crore investment opport...
The 30% smallcap tilt: How Abakkus Flexi Cap Fund is positioning for the next rallyAbakkus Mutual Fund is strategically allocating 30% to smallcaps within its Flexi Cap Fund, identifying mispriced opportunities despite str...
How an Australian connection helped Shaily Mehrotra build a Rs 1,500-crore Indian skincare brandA gap in science-backed skincare products in the Indian market prompted Shaily Mehrotra to start Fixderma, with an aim to solve common skin...
Forget IT giants, go for these 4 midcap stocks: How Dipan Mehta is rewriting his Indian IT playbookMarket expert Dipan Mehta urges investors to be selective. He highlights mid-cap IT firms like Coforge and Happiest Minds as outperformers....
Earnings season is strong, but Q1 pain is coming: Dipan MehtaMarket expert Dipan Mehta finds India's current earnings season strong. He notes that future quarters will test corporate India due to pote...
Sanjay H Parekh bets big on Reliance, private banks, and domestic plays amid global uncertaintySohum Asset Managers is shifting its focus to largecap stocks for safety. The fund is overweighting domestic businesses and underweighting ...
Mega conviction! 10 stocks where FIIs raised over 2% stake when everything in markets was crashingDespite massive FII outflows amid global volatility, foreign investors sharply increased stakes in 10 Indian stocks during Q4. Retail, fina...
Blue Jet Healthcare IPO has niche appeal; review it after listingThe company has a portfolio of 43 commercialised products with long-standing and multi-year contracts with MNCs. Its top five customers con...
Speciality chemical companies face a tough quarter on weak demandStocks such as Aarti Industries, Atul, Fine Organic Industries, Sumitomo Chemical, and Vinati Organics have fallen 10-20% so far this year ...
Bottom-up investing: 4 stocks in near-monopoly business and superior marginsCompanies with a clear niche and superior margins score on growth and value. ET has shortlisted four candidates.
A Jhunjhunwala bet is being backed to climb 54% in 12 monthsSuch is the confidence of Edelweiss Securities that despite valuing the company’s specialty chemicals business at 10 per cent discount to i...
Atul Suri on niche themes that will outperform for next 3-5 years“There are these niches just below the frontline stocks and one can identify them and play the best ones. There is no need to go and find t...
SRF to sell engineering plastics business to DSM for Rs 320 crThe company has entered into a definitive agreement to sell its engineering plastics business to DSM.
Specialty chemicals could be your special midcap opportunity: Vineet Bhatnagar, PhillipCapital“Specialty chemicals is a sector which has been growing purely on the basis of domestic demand at about 13% CAGR over the last 15 years”
Specialty Chemicals and diagnostics two mega trends for next 10 years: Ravi Dharamshi, ValueQuest Investment Advisors“Specialty chemical companies can easily grow at the rate of 15% to 20% over the next 5-10 years. It is a huge good growth rate and it does...
Positive on API manufacturers, prefer Sequent Scientific: Prakash DiwanThe buying of warrants by the promoter group of Sequent Scientific reflects their confidence in the business, points out Diwan.
Speciality Chemicals scalable and capital efficient in character: Dhiraj Sachdev, HSBC AM IndiaWe see it as an opportunity over the next 12 months though it is more secular over a period of time, scalable and capital efficient in char...
- United Phosphorus charts Rs 1k-cr acquisition plan
The company, which has interests in crop protection products and exports, is sitting on a Rs 2,100-crore cash pile as of September 2010.
- Vivimed in talks with UTI Venture to raise $25 mn
Hyderabad-based speciality chemicals firm, Vivimed Labs, is in talks with UTI Venture Funds as well as a few hedge funds to raise close to ...
- Krishi Rasayan Group
The Krishi Rasayan group, agro-chemicals major, is diversifying into the setting up of information technology (IT) parks.