Motilal Oswal's 10 High Conviction Ideas From Agrochemical And Specialty Chemical Sectors
A worker tests a liquid chemical inside a laboratory. (Photographer: Scott Eisen/Bloomberg)

Motilal Oswal's 10 High Conviction Ideas From Agrochemical And Specialty Chemical Sectors

BQ Blue’s special research section collates quality and in-depth equity and economy research reports from across India’s top brokerages. These reports offer BloombergQuint’s subscribers an opportunity to expand their understanding of companies, sectors and the economy.

Motilal Oswal Report

The speciality chemical Industry is presently benefitting from a set of favourable developments that would result in strong growth opportunities in both the exports and the domestic markets.

Strong demand from shift in supply chains from China and favourable government policies are the key factors driving the robust growth potential.

The fertilizer and agrochemical firms on the other hand, are expected to benefit from

  1. normal South-West monsoons this year, which bodes well for the consumption of fertilizers and agrochemicals in the Kharif season,

  2. improvement in irrigation infrastructure and government support to farmers.

We have listed below 10 High Conviction ideas from the Agrochemical and Specialty Chemical space which we expect to do well in the short to medium term as well.

One can buy this basket of 10 stocks with a potential upside of 10-15% over the next two to three months. One can keep a stop-loss of 8% on the overall basket.

Click on the attachment to read the full report:

Motilal Oswal Agro and Speciality Chemical Update.pdf

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