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20 Sep 2023
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Chemicals & Petrochemicals
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Prabhudas Lilladhar
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Sector Update
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15 Sep 2023
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Chemicals & Petrochemicals
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Prabhudas Lilladhar
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Sector Update
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31 Aug 2023
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Chemicals & Petrochemicals
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Prabhudas Lilladhar
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Sector Update
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17 Aug 2023
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Chemicals & Petrochemicals
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ICICI Securities Limited
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Sector Update
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SRF: R-22 prices rose to INR 350/kg (+0.4% QoQ) in Q1FY24; volumes were up 110% YoY to 4.7kte. In packaging films segment, spreads have stabilised at lower levels in BOPET, while for BOPP, it has expanded.
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28 Jul 2023
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Chemicals & Petrochemicals
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ICICI Securities Limited
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Sector Update
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1) SRF: R-22 prices rose to INR 352/kg (+0.9% QoQ) in Q1FY24-TD; volumes were up 120% YoY to 3.6kte. In packaging films segment, spreads expanded MoM for both BOPET and BOPP during the month of May’23. 2) Gujarat Fluorochemicals: PTFE prices declined 0.6% QoQ / rose 11.6% YoY to INR 1,044 while volumes dipped 10.9% YoY to 1.7kte.
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24 Jul 2023
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Chemicals & Petrochemicals
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Trendlyne Analysis
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Sector Update
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Cut to the present, the overall market is once again turned bullish. But this time around, the chemicals industry is not part of the party.
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19 Jul 2023
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Chemicals & Petrochemicals
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IDBI Capital
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Sector Update
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10 Jul 2023
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Chemicals & Petrochemicals
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Axis Direct
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Sector Update
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Q1 FY24 PREVIEW: CHEMICALS & MIDCAP (OUTLOOK)
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06 Jul 2023
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Chemicals & Petrochemicals
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ICICI Securities Limited
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Sector Update
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We estimate our specialty chemical coverage universe’s revenue to dip 7% YoY in Q1FY24E due to destocking and weak demand. EBITDA is expected to decline 16.4% YoY on weaker spreads and operating deleveraging.
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19 Jun 2023
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Chemicals & Petrochemicals
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Prabhudas Lilladhar
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Sector Update
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