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India specialty chemicals sector has been a clear outperformer over the last three-four years in terms of earnings delivery and future growth prospects are also promising on the back of accelerated capex.
Themes like ‘China plus one’ and ‘import substitution’ are very much relevant in select pockets and we see respective companies reaping the benefits of the same.
However, in this report, we have mainly covered companies specifically focused on research and development, process innovation and adoption of clean and green chemistry practices in their operations.
We believe that an R&D-centric growth approach has enabled select companies to compete with China in terms of pricing as well as quality without having a matching scale.
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