Chemicals & Petrochemicals share price target and research reports

Latest analyst research reports with target prices and PDF download for SECCHEM, Chemicals & Petrochemicals

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Chemicals & Petrochemicals

SECTOR | 08 Jul 2025

BP Equities Chemical Monthly Update June 2025

Chemicals & Petrochemicals

BP Wealth

BP Wealth released a Sector Update report for Chemicals & Petrochemicals on 08 Jul, 2025.

Chemicals & Petrochemicals

SECTOR | 07 Jul 2025

Chemicals Apr-Jun'25 Earnings Preview Steady volume expansion; margins...

Chemicals & Petrochemicals

Prabhudas Lilladhar

The pain for agrochemical focused companies is expected to persist, with margins to remain under pressure in the near term. Chinese companies continue to remain a significant competitive threat to Indian chemical manufacturers. In CY24, chemical production in China grew by 9.1% now constituting 86% of global chemical production, substantially outpacing India's growth of just 1.5%. However, with several anti-dumping investigations currently underway by the DGTR, we expect several domestic chemical companies to benefit once these duties are implemented. Companies with...

BP Wealth released a Sector Update report for Chemicals & Petrochemicals on 08 Jul, 2025.

Chemicals & Petrochemicals

SECTOR | 03 Jul 2025

Chemicals: Monthly Pricing Update

Chemicals & Petrochemicals

IDBI Capital

Due to geopolitical tensions owing to the Iran-Israel war, the price of crude shot up to $74 even touching $75 briefly. This has a direct effect on prices of chemicals. This reflected in June-25 data, where all the chemicals in our coverage universe exhibited minor uptick in prices, barring Acetone and Acetic Acid. Acetone and Acetic Acid are not linked in the production process; hence the downward trajectory could be due to weakening end-use demand. Acetonitrile prices showed the steepest jump of 8% MoM. This does not bode well for Li-Ion battery manufacturers as it is used as a solvent, particularly in high performance...

BP Wealth released a Sector Update report for Chemicals & Petrochemicals on 08 Jul, 2025.

Chemicals & Petrochemicals

SECTOR | 06 Jun 2025

BP Equities Chemical Monthly Update May 2025

Chemicals & Petrochemicals

BP Wealth

BP Wealth released a Sector Update report for Chemicals & Petrochemicals on 08 Jul, 2025.

Chemicals & Petrochemicals

SECTOR | 02 Jun 2025

Chemicals: Monthly Pricing Update

Chemicals & Petrochemicals

IDBI Capital

All of the chemicals in our tracking universe exhibited a downward pricing trajectory on MoM basis in May 2025, barring Monoethylene Glycol; which exhibited a sharp 9% rise MoM. The price rise for this and the previous couple of months is driven by the uptick in seasonal demand for coolants and anti-freeze products which find use in automobiles. Heavy soda ash registered a price fall of 17% in just a month, owing to fall in demand from flat and container glass end-product segments. We expect prices to continue on the downward trajectory for the near term, post the highs seen in the Covid era. CRDMO companies are witnessing significant tailwinds in terms of growth. Companies...

BP Wealth released a Sector Update report for Chemicals & Petrochemicals on 08 Jul, 2025.

Chemicals & Petrochemicals

SECTOR | 09 May 2025

BP Equities Chemical Monthly Update April 2025

Chemicals & Petrochemicals

BP Wealth

BP Wealth released a Sector Update report for Chemicals & Petrochemicals on 08 Jul, 2025.

Chemicals & Petrochemicals

SECTOR | 06 May 2025

Chemicals: Monthly Pricing Update

Chemicals & Petrochemicals

IDBI Capital

BP Wealth released a Sector Update report for Chemicals & Petrochemicals on 08 Jul, 2025.

Chemicals & Petrochemicals

SECTOR | 22 Apr 2025

Chemicals Sector Update Stress continues unabated

Chemicals & Petrochemicals

Prabhudas Lilladhar

farmer income and demand for crop inputs going ahead global chemical production. Production in the EU was largely stagnant. Demand continues to remain weak in other key markets, leading to pressure on realizations, especially for agrochemicals. Recent commentaries and outlook of global chemical giants suggest that that recovery is not expected in CY25. We continue to maintain our cautious stance on the sector considering muted demand recovery and pricing pressure, especially for agrochemicals. Out of our coverage universe, we remain positive on Fine Organics, Navin Fluorine and...

BP Wealth released a Sector Update report for Chemicals & Petrochemicals on 08 Jul, 2025.

Chemicals & Petrochemicals

SECTOR | 08 Apr 2025

Chemicals Jan-Mar'25 Earnings Preview Marginal volume growth expected

Chemicals & Petrochemicals

Prabhudas Lilladhar

Impact of reciprocal tariffs by US on Indian chemical companies: Indian chemical companies are expected to benefit in terms of export to the USA. However, Chinese manufacturers may divert their products through countries like Argentina and Brazil to USA to avoid tariffs. In non-US markets including domestic Indian market, Indian companies are likely to face stiff competition from Chinese due to low-cost dumping. US has raised tariff on Indian import of chemicals from 2% to 26%, while tariffs on import of Chinese chemicals...