External broker reports(aggregated public sources), HDFC Securities

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External broker reports(aggregated public sources)

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Thematic (Sector/Industry)

<ul><li>The US-Israel-Iran war has translated into a direct disruption of global oil and gas supply chains, leading to a jump in petroleum and petrochemical prices</li><li>There are feed stock availability constraints as well</li><li>More than 10 oil refineries and more than 12 oil and gas fields in the belligerent countries in Western Asia have been affected so far</li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

The US-Israel-Iran war has translated into a direct disruption of global oil and gas supply chains, leading to a jump in petroleum and petrochemical pricesThere are feed stock availability constraints as wellMore than 10 oil refineries and more than 12 oil and gas fields in the belligerent countries in Western Asia have been affected so farContent is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Chemicals: Navigating the chemical sector’s new reality

India Equity Analyst - Fundamental & Thematic, Beat the Street

Sudarshan Bhandari

India Equity Analyst - Fundamental & Thematic

Beat the Street

Beat The Street was founded by Nimish Maheshwari and Sudarshan Bhandari, both of whom are Chartered Accountants by Profession, known for their expert analysis in the fields of Business, Sectoral analysis, and Corporate governance.

With a strong social media presence of 45,000+ Subscribers across various platforms, they are considered trusted voices in the industry. Their insights and analysis have been featured in some of India’s most prominent publications, including the Economic Times, Dalal Street Investment Journal, The Morning Context, and The Ken.

Their analysis on Bankrupt & Insolvent companies has been instrumental in saving investors from significant losses. They have a keen eye for identifying red flags and has identified exclusive redflags earlier in Vedanta, Nykaa, Dhani Services, Adani and many more.

Read Business Not Stock Prices

Equity Bottom-Up

<ul>
<li>Acutaas is successfully pivoting from pure-play pharmaceuticals into high-growth sectors like battery electrolytes and semiconductors, becoming the first non-Chinese player to innovate these additives at scale.</li>
<li>Leveraging the "China Plus One" shift and US regulations (IRA), the company secures a premium by offering a protected supply chain immune to geopolitical trade risks.</li>
<li>Backward integration and green technologies drive cost leadership, while long-term contracts with pass-through clauses shield margins from input price volatility, ensuring sustainable profitability.</li>
</ul>


Acutaas is successfully pivoting from pure-play pharmaceuticals into high-growth sectors like battery electrolytes and semiconductors, becoming the first non-Chinese player to innovate these additives at scale.
Leveraging the "China Plus One" shift and US regulations (IRA), the company secures a premium by offering a protected supply chain immune to geopolitical trade risks.
Backward integration and green technologies drive cost leadership, while long-term contracts with pass-through clauses shield margins from input price volatility, ensuring sustainable profitability.


Acutaas Chemicals: Transforming Chemistry into High-Tech Solutions

<ul>
<li>With Nifty 50 earnings growth barely 3% YoY in CY25, companies that voluntarily offer specific, multi-metric guidance signal not just confidence, but accountability. </li>
<li>Management-Backed targets are a meaningful filter in a market where execution risk dominates.</li>
<li>Twenty Indian mid and small-cap companies have issued explicit quantitative growth guidance for FY26–FY27, spanning revenue, EBITDA, and AUM metrics across sectors from specialty chemicals to power systems to CRDMO.</li>
</ul>


With Nifty 50 earnings growth barely 3% YoY in CY25, companies that voluntarily offer specific, multi-metric guidance signal not just confidence, but accountability. 
Management-Backed targets are a meaningful filter in a market where execution risk dominates.
Twenty Indian mid and small-cap companies have issued explicit quantitative growth guidance for FY26–FY27, spanning revenue, EBITDA, and AUM metrics across sectors from specialty chemicals to power systems to CRDMO.


India's Guided Growth Playbook: 20 Companies Telling You Exactly Where They're Going

<ul><li>Revenue for our coverage universe is likely to improve by 3.1/4.3% YoY/QoQ</li><li>Prices of industrial solvent and basic chemicals remain flattish during the quarter</li><li>Agrochemical end-user industry is running on thin inventory</li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Revenue for our coverage universe is likely to improve by 3.1/4.3% YoY/QoQPrices of industrial solvent and basic chemicals remain flattish during the quarterAgrochemical end-user industry is running on thin inventoryContent is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Chemicals (Q4FY25 Results Preview): Landing the Year Amidst the Uncertainty

<ul><li>Revenue for our coverage universe is likely to improve by 9.3% YoY while it could fall marginally QoQ in 3Q</li><li>Prices of industrial solvents and basic chemicals have declined YoY. This shall lead to improvement in margins</li><li>However, increase in freight costs may offset the benefit of falling prices of chemicals</li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Revenue for our coverage universe is likely to improve by 9.3% YoY while it could fall marginally QoQ in 3QPrices of industrial solvents and basic chemicals have declined YoY. This shall lead to improvement in marginsHowever, increase in freight costs may offset the benefit of falling prices of chemicalsContent is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Chemicals (Q3FY25 Results Preview): Volume-driven growth

India

Acutaas Chemicals Limited operates as a managed pharmaceutical company. The Company specializes in pharmaceuticals research and development, custom synthesis, and contract manufacturing. Acutaas Chemicals serves customers in India.

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Acutaas Chemicals (ACUTAAS IN)

Chemicals: Navigating the chemical sector’s new reality

The US-Israel-Iran war has translated into a direct disruption of global oil and gas supply chains, leading to a jump in petroleum and...

HDFC Securities

Acutaas Chemicals: Transforming Chemistry into High-Tech Solutions

Acutaas transitions from pharmaceuticals to high-growth sectors, leading in battery electrolytes and semiconductors as the first non-Chinese player.

Sudarshan Bhandari

India's Guided Growth Playbook: 20 Companies Telling You Exactly Where They're Going

These are 20 Indian Companies offering specific, multi-metric guidance signal confidence and accountability in a market dominated by execution risk.

Sudarshan Bhandari

Chemicals (Q4FY25 Results Preview): Landing the Year Amidst the Uncertainty

Revenue for our coverage universe is likely to improve by 3.1/4.3% YoY/QoQ. Prices of industrial solvent and basic chemicals remain flattish during...

HDFC Securities

Chemicals (Q3FY25 Results Preview): Volume-driven growth

Revenue for our coverage universe is likely to improve by 9.3% YoY while it could fall marginally QoQ in 3Q. Prices of industrial solvents and...

HDFC Securities

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Chemicals: Navigating the chemical sector’s new reality

The US-Israel-Iran war has translated into a direct disruption of global oil and gas supply chains, leading to a jump in petroleum and...

HDFC Securities

Acutaas Chemicals: Transforming Chemistry into High-Tech Solutions

​Acutaas transitions from pharmaceuticals to high-growth sectors, leading in battery electrolytes and semiconductors as the first non-Chinese player.

Sudarshan Bhandari

India's Guided Growth Playbook: 20 Companies Telling You Exactly Where They're Going

​These are 20 Indian Companies offering specific, multi-metric guidance signal confidence and accountability in a market dominated by execution risk.

Sudarshan Bhandari

Chemicals (Q4FY25 Results Preview): Landing the Year Amidst the Uncertainty

Revenue for our coverage universe is likely to improve by 3.1/4.3% YoY/QoQ. Prices of industrial solvent and basic chemicals remain flattish during...

HDFC Securities

Chemicals (Q3FY25 Results Preview): Volume-driven growth

Revenue for our coverage universe is likely to improve by 9.3% YoY while it could fall marginally QoQ in 3Q. Prices of industrial solvents and...

HDFC Securities

Acutaas transitions from pharmaceuticals to high-growth sectors, leading in battery electrolytes and semiconductors as the first non-Chinese player.

These are 20 Indian Companies offering specific, multi-metric guidance signal confidence and accountability in a market dominated by execution risk.