Will the Chemical Industry make a Comeback?? 🧪
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Dear SOIC Viewers,
A sector that was the poster boy of Indian stock market from 2014 to 2021 is reeling under immense pressure lately. Yes, you guessed it right, we are talking about the Chemical Industry.
In this video and presentation let's understand the current scenario in the chemical industry and dissect its value chain to get an idea about the pockets showing green shoots.
Hope you will like the video analysis and presentation.
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0:00:00 Intro: What's in store?
0:02:04 Operating Margins Sheet
0:08:22 Amines Duopoly
0:13:16 Bulk Chemicals
0:23:02 Carbon Black
0:27:56 Agrochemicals: Domestic & Exporters
0:39:01 Emulsifiers & Industrial Chemicals
0:43:30 Pigments
0:47:19 Product Based Chemicals
0:51:36 Technicals & Valuations
1:03:28 Key Learnings
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