Before corona, there was lockdown in China for chemical companies due to pollution. That was already pushing speciality chemical companies in India. After corona, world was very very less dependence on China for anything. With ease in norms for chemical companies and govt wants very less dependence on China and other countries for raw materials for Pharma companies, specialty chemical companies will be in focus for next many many years.
In Speciality chemicals, many companies are there however I like following
The proxy to these Specialty Chemical companies and Pharma are those companies who are helping them to rampup their capacities. These companies order book are full for next several quarters already and next several years projection are also good. These companies are
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