Chemicals & Petrochemicals
Chemicals & Petrochemicals
SECTOR | 23 Jan 2023
KRChoksey
In Q3, we anticipate decent revenue growth for the companies under our coverage in the speciality chemicals sector, driven by improvement in realisations, and recovery in volume. We expect moderate volume growth with better price realisation on account of pass through of increased input costs. In the last couple of quarters, the industry faced multiple headwinds such as supply constraints, rising input costs, large channel inventories, and higher freight costs.
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