We recently attended the analyst day of Bodal Chemicals (Bodal). We met the senior management team to get an insight into the global dyes & dye intermediates industry and the company's role in the value chain. We were impressed by the industry stewardship of Bodal and lucrative expansion plans, which will ensure a sustainable topline and bottomline growth (~20% CAGR) in FY16-19E. Bodal is a three decade old enterprise engaged in the manufacture of basic chemicals, dye intermediates and dyestuff that are used across the textiles, leather and paper industry. It...