Primer: Alkyl Amines Chemicals (AACL IN) - Aug 2026
Alkyl Amines Chemicals Limited (AACL) is a leading player in the oligopolistic Indian amines market, with a strong position in aliphatic...
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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...
119 Views
Chemicals (Q3FY26 Results Preview): Subdued growth, weak exports
Revenue for our coverage universe is likely to change by +2.2% QoQ. EBITDA is expected to change by +3.7% QoQ. Exports to MNC agrochemical and...
178 Views
Thematic Report on What’s Different About the Chemical Recovery This Time?
​Global chemical inventory levels are at decade lows, signaling the early stages of a demand-led recovery. Selective bullish view on companies with...
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Chemicals (Q1FY26 Results Preview): Brewing momentum
Acutaas Chemicals, Clean Science and Technology, and Aether Industries’ performance should be supported by ramp-up in recently-commissioned plants.
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