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Specialty Chemicals Q3 Earnings Preview - Sluggish Margins But All Balanced Out: KRChoksey

Specialty Chemicals Q3 Earnings Preview - Sluggish Margins But All Balanced Out: KRChoksey

<div class="paragraphs"><p>A stirring machine mixes liquid chemicals in a laboratory. (Photographer: Olivier Matthys/Bloomberg)</p></div>
A stirring machine mixes liquid chemicals in a laboratory. (Photographer: Olivier Matthys/Bloomberg)

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

KRChoksey Research Report

India, being one of the largest exporter of specialty chemicals amongst all the Asia Pacific countries is expected to grow at the fastest pace. We expect demand momentum to remain steady across our specialty chemical basket.

We see uptrend in the performances of our companies and expect this space to post higher revenue growth on YoY basis and on operational front, margins might get impacted due elevated input costs and supply chain disruptions.

Moreover, increasing availability of basic chemicals is likely to support further investments in the specialty chemicals segment. We believe while the growth is underpinned by stable regulations and active enforcement, it is likely to provide enormous scope for the industry.

The stock prices have rallied over past few months and we expect India being the most preferred manufacturing location should uphold the momentum in the long run.

Click on the attachment to read the full report:

KRChoksey Specialty Chemical Sector Q3FY22 Earnings Preview.pdf

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