Good specialty chemicals stocks to invest in 2020 in India

Forums > munna on 4/7/2020 | VIews: 357

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

  1. Vinati Organics - unique product with good market share
  2. Fine Organics - good portfolio of products with good management
  3. Transpek - long ter contract
  4. Paushak - entry barrier, most of shares are with promoters
  5. Solara - API push will help
  6. Sudarshan checmical - Large capexa awaiting, good promoters
  7. Atul - undisputed leaders and proven companies for last decade
  8. PI Industry - proven company with great management.

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

  1. GMM Pfaulder - good company with history of good track record. More than 50%+ MNC parent holding
  2. HLE Glass coat - good companies, created by many engineers and some of its product and capacities are better than GMM. There are few reactors that even GMM cann't make and HLE is leader in them.

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