Primer: Vinati Organics (VO IN) - Aug 2026
Dominant Niche Player with Strong Moat: Vinati Organics is the world's largest manufacturer of two key specialty chemicals, Isobutyl Benzene...
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APAC Healthcare Weekly (August 2) – CSPC, Hengrui, Otsuka, Nippon Shinyaku, PharmaEssnetia, Cipla
Hengrui got NMPA approval for long-acting insulin. FDA approves Otsuka’s new CNS drug. Pharmaessentia announced positive topline result from Phase...
136 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...
745 Views
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.
463 Views