Specialty-chemicals rebound
In focusQ1 FY27 was a chemicals beat, but driven by refrigerant-gas pricing, crude-linked pass-through and new capacity at specific names, not a cycle turn; Chinese oversupply still caps agro and commodity-specialty pricing. Company-by-company, not sector-wide.
Avg read 6.77 covered · scores as of Q2 FY27
CompanyQ · G · V · Read
Theme 06Since Q1 FY27
Specialty-chemicals rebound
In focus
Q1 FY27 was a chemicals beat, but driven by refrigerant-gas pricing, crude-linked pass-through and new capacity at specific names, not a cycle turn; Chinese oversupply still caps agro and commodity-specialty pricing. Company-by-company, not sector-wide.
R32 refrigerant demand
2× in 10 yrs
while quota supply halves
India electronics chem
$50bn
→ $110bn by 2030
Metformin API price
+15-20%
vs pre-war, easing from peak
The board · every name on the leaderboard's four scores
7 coveredScores as of Q2 FY27
- 1Fineotex Chemical LimitedBest readQ7.8G7.0V3.9Read7.0
- 2Aether Industries LimitedQ7.5G7.1V1.8Read6.6
- 3Yasho Industries LimitedQ7.0G7.8V0.6Read6.6