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Nirmal Bang Report
We recently hosted a chemicals expert to understand the opportunity in fluorine across various end-user industries. In China, there is not a single large player in organic fluorospecialty space whereas India has the relevant skill sets and could be a big beneficiary.
Competitive challenges are relatively higher in catalogue products. USA, Europe and Japan are aggressively looking at India as the alternative supply destination to China.
These companies are even ready to pay premium as Indian companies have better capabilities in organic fluoro-specialty business. All the companies in India are investing heavily in expanding their capabilities considering the large opportunity size.
Pure-play fluorine companies like Navin Fluorine International Ltd., SRF Ltd. and Gujarat Fluorochemicals Ltd. surely are preferred options when fluorination is the core chemistry in the molecule being developed by the customer.
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