Will they finally get the chemistry right? 9 stocks from the specialty chemicals space with an upside potential of up to 45%

While they come under the broad “chemicals sector” umbrella, each specialty chemicals company is literally an industry in itself. Each has its own operating matrix, supply chain, and demand. Just to put this in perspective: Fluorochemicals & fluoropolymers are currently facing overcapacity, but others are in a shortage situation because China hit a pause on exports. For some companies, trouble in China means a big bonus; for others, it means supply chain issues affecting production in India. The Chinese companies themselves have gone through many ups and downs in the past three years. From increasing capacity to cater to the EV boom to pricing wars as they tried to muscle into Europe. All this had its impact on India. We are not saying that things have changed, but Indian companies have learnt to live with increased competition. And that is a good enough reason to revisit these stocks.