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Time of India
09-07-2025
- Business
- Time of India
Is the chemical sector entering a new supercycle? Top stocks already up 35–135% in 2025
The chemical sector is quietly regaining momentum in 2025, with several stocks delivering stellar returns year-to-date as investors begin to price in an early recovery. Companies like Camlin Fine Sciences , Deepak Fertilisers , India Glycols , and Tanfac Industries have rallied between 35% and 135% so far this year, driven by rising volumes, capacity ramp-ups, and improving global demand. by Taboola by Taboola Sponsored Links Sponsored Links Promoted Links Promoted Links You May Like פרפור פרוזדורים אחרי גיל 70? גלו את הפתרון שיחסוך לכם המיון טרומיון קראו עכשיו Undo According to Axis Securities, most specialty chemical companies under its coverage are expected to report steady year-on-year growth in Q1FY26, primarily led by volume expansion on a low base. However, quarter-on-quarter performance may remain uneven due to pricing pressures, tariff-related uncertainties, and ongoing geopolitical risks. 'Global destocking has largely been completed, and fresh demand is now contributing to growth in international markets,' Axis Securities said in its latest sector preview. Live Events Momentum in high-value segments Within the sector, refrigerant gas players are expected to post strong quarterly results, supported by favourable global pricing and solid export demand. On the other hand, commodity chemical companies may continue to face pressure from weak pricing, although operational efficiency initiatives are expected to provide some support. Domestic demand remains relatively resilient. Axis expects agrochemical players with a domestic focus to do well, supported by new product launches, volume growth ahead of the kharif season, and a normal monsoon forecast. Generic agrochemical players are also likely to benefit from volume-led growth as inventory correction in global markets nears completion. Stock-specific expectations in Q1FY26 Axis remains constructive on select names that are showing visibility in earnings growth and margin resilience. Among its top picks: - Camlin Fine Sciences is expected to see top line growth led by continued momentum in the blends and aroma business, ramp-up of the vanillin plant, and improved margins due to a better product mix and closure of loss-making overseas operations. - Navin Fluorine is projected to benefit from capacity expansion, strong export momentum, and the stabilisation of its HFO plant. EBITDA margins are expected to improve, supported by a healthy order book in specialty chemicals. - PI Industries is likely to post revenue growth, driven by the performance of new products in the non-agrochemical segment. Though the pyroxasulfone portfolio remains under pressure, the overall margin profile is expected to remain stable. - Dhanuka Agritech is expected to deliver robust top-line and margin expansion, driven by strong monsoon trends, demand momentum, and the rollout of new molecules. Tariff risk lingers in the background Axis cautions that tariff-related uncertainties could impact near-term performance, particularly for companies with high exposure to the US and EU markets. 'Over the long term, the tariff environment could favour Indian players by reducing competition from countries facing higher tariff rates than India. Nevertheless, we advise maintaining a cautious outlook on companies with substantial US export exposure, as their near-term performance may be adversely affected,' the brokerage noted. Midcap plays and what to watch Midcap chemical companies with an export tilt, operational efficiency, and product innovation are seen as better positioned to benefit from the ongoing recovery. Axis's top stock picks include Camlin Fine Sciences, Navin Fluorine, PI Industries, Dhanuka Agritech, and Mold-Tek Packaging . These companies are expected to deliver a mix of earnings growth, margin expansion, and cost control in the quarters ahead. (Data Inputs - Ritesh Presswala) ( Disclaimer : Recommendations, suggestions, views and opinions given by the experts are their own. These do not represent the views of the Economic Times)
Yahoo
19-05-2025
- Business
- Yahoo
Arkema Strengthens Its Range of Lower Global Warming Potential Refrigerant Solutions
PARIS LA DÉFENSE, May 19, 2025--(BUSINESS WIRE)--Regulatory News: Arkema (Paris:AKE) will offer a range of lower global warming potential (GWP) refrigerants to the global market, increasing access to next generation refrigerant solutions. The expansion of Arkema's portfolio through a commercial arrangement with Honeywell International Inc. will strengthen global supply chains, address increased demand for HFO blends in the HVACR industry and ensure continued supply, consistent with the HFC phasedown. Arkema will sell HFO blends under its Forane® brand. These refrigerants – many of which are already preferred by leading equipment manufacturers – meet HVACR industry regulations and improve energy efficiency for businesses and homeowners. The solutions include: Forane® 454B (R-454B), which possesses a GWP of 466 and exhibits properties comparable to R-410A. This refrigerant has been specified by several original equipment manufacturers (OEMs) for use in comfort cooling applications. Forane® 448A (R-448A) and Forane® 449A (R-449A) have been developed as replacements for R-404A, R-507A, R-22 and R-407. They are particularly well-suited for use in low to medium commercial refrigeration applications, including supermarkets, cold storage rooms, walk-in coolers and freezers, refrigerated display cases, and centralized rack systems. Forane® 452A (R-452A) is another alternative to R-404A for transport refrigeration. Forane® 513A (R-513A) reduces GWP by over 50% compared to R-134A. It's suitable for centrifugal chillers, medium temperature refrigeration, air conditioning and heat pumps. Arkema remains dedicated to delivering innovative, sustainable solutions for the HVACR industry. For more information about Forane® low-GWP refrigerant offerings, visit Building on its unique set of expertise in materials science, Arkema offers a portfolio of first-class technologies to address ever-growing demand for new and more sustainable materials. With the ambition to become a pure player in Specialty Materials, the Group is structured into 3 complementary, resilient and highly innovative segments dedicated to Specialty Materials - Adhesive Solutions, Advanced Materials, and Coating Solutions - accounting for some 92% of Group sales in 2024, and a well-positioned and competitive Intermediates segment. Arkema offers cutting-edge technological solutions to meet the challenges of, among other things, new energies, access to water, recycling, urbanization and mobility, and fosters a permanent dialogue with all its stakeholders. The Group reported sales of around € 9.5 billion in 2024, and operates in some 55 countries with 21,150 employees worldwide. View source version on Contacts Investor relations contactsBéatrice Zilm +33 (0)1 49 00 75 58 James Poutier +33 (0)1 49 00 73 12 Colombe Boiteux +33 (0)1 49 00 72 07 Alexis Noël +33 (0)1 49 00 74 37 Media Contact : Anne Plaisance +33 (0)6 81 87 48 77
