Chemicals - Q4FY2024 - Earnings Preview (Agro-Chem SpChem)
Chemical companies with strong brands and a consistent track record are seeing traction in CSM/CDMO business opportunities as China +1 and Euro +1...
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Camlin Fine Sciences Ltd - Key Product Prices Nose Dive; Blends Business Comes to Aid
CFS reported Q3 numbers that slightly beat our estimates due to inventory sales, and EBITDA missed our estimates due to certain one-off elements of...
304 Views
Chemicals - Q3FY24 - Earnings Preview (Agro-Chem SpChem)
Specialty Chemicals: In Q3FY24, we expect specialty chemical companies under our coverage to give early signs of demand recovery but it is likely...
374 Views
Top Sector Ideas - Chemical Q2FY24
Most companies missing our and street estimates: The chemical pack for H1FY24 posted weak results overall, with most companies missing our and...
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Camlin Fine Sciences Ltd. - Macro Headwinds Persist; Subsidiaries Show Good Growth
EBITDA declined significantly by 35% QoQ and missed our estimate by 46.5%. EBITDA Margin declined to 6.2% (from 11.4%/9.2% in Q2FY23/Q1FY24).
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