Shuchi Nahar's Weekend Blog!

CAPEX Acceleration in Indian Chemical Companies -  USD 300 bn  domestic market by 2025 Twitter Handle: @shuchi_nahar India’s chemical industry was estimated to be worth USD 178 billion in FY 2019-20 and has a significant potential to reach USD 300 billion by FY 2024-25. In terms of demand, the industry has grown at approximately 1.3 times the country’s average GDP growth in the last five years and shows a strong linkage with its GDP. Indian specialty chemical sector has grown at 12%+ in the last five years and is well poised to expand its global market share to 7-8% from 4% in the coming years. The structural drivers are in place like global best practice manufacturing standard and R&D capability along with government impetus of make in India policy with pro-growth policies will act as a further catalyst for growth. Further, a global MNC looking at China Plus one strategy will help Indian incumbents to gain market share. In the short to medium term, supply disruptions emerging

Recent disruption in China - Impact on Indian Chemical Companies Twitter Handle: @shuchi_nahar Specialty Chemical Article: https://myweekendspot.blogspot.com/2021/07/speciality-chemicals-market-size-demand.html Government scheme to boost: https://myweekendspot.blogspot.com/2021/07/government-initiatives-to-boost-growth.html Indian specialty chemicals companies are poised to ride tailwinds from macro drivers including ‘China+1’, import-substitution, growing costs within China (capital, operational, compliances), and currency benefits.  Recent disruptions in China will cause medium-term challenges for downstream producers while benefiting base chemical suppliers. More importantly, these frequent supply disruptions in China further strengthen the case for quality Indian players in the chemical domain. Growing import substitution by local industry makes a case for strengthening volume growth for base chemical/intermediate suppliers.  Recent disruptions in China (electricity shortages,

Specialty Chemicals what makes them so demanding? Twitter Handle: @shuchi_nahar Specialty chemicals are particular chemical products that help in providing a variety of effects to various industries that they cater to such as textile, ink additives, construction, oil & gas, cosmetics, and food. Specialty chemicals can be single-chemical formulations or entities whose composition greatly influences the performance of the customers’ products. These chemicals are used on the basis of their function and performance. Continuous R&D in this market has facilitated the development of products with optimum and advanced features. This is one of the major factors that drive the growth of this market. With the easing of lockdown norms, there has been a good recovery in overall operations of the Indian specialty chemical sector but it’s believed that full normalcy would still take some time especially for industrial chemicals.  To seize the opportunity to establish India as a leading ch