Prøve GULL - Gratis
The Company's Strong Product Portfolio Acts As The Current Growth Driver
Dalal Street Investment Journal
|March 14, 2022
Interview - Maulik Patel Chairman and Managing Director Meghmani Finechem Ltd.
-
What is your outlook on the global and domestic speciality chemicals sector?
The important aspect of chemicals and speciality chemicals is that it is the basic block-building resource for a plethora of manufacturing industries. Pharmaceuticals, agrochemicals, textiles, paper and pulp, oil and natural gas, additives, cosmetics, food and beverages all leverage speciality chemicals for their sustenance. As per a recent forecast, the global speciality chemicals industry is set to grow from USD 641.2 billion in 2021 to USD 882.6 billion in 2028 at a CAGR of 4.7 per cent.
We believe India is a consumption story and hence the demand for all the consumption items is going to increase substantially. Moreover, through PLI schemes there is a boost to various manufacturing facilities in India and this will ultimately lead to high demand for chemicals and speciality chemicals. Hence, we see very good scope for the chemical segment in India. Also, globally every country is spending on infrastructure for their respective economy to boom and hence that will again boost the demand for the chemical segment. Additionally, as the world is looking for China plus 1 substitute, India is perfectly placed to get the benefit of the same.
Denne historien er fra March 14, 2022-utgaven av Dalal Street Investment Journal.
Abonner på Magzter GOLD for å få tilgang til tusenvis av kuraterte premiumhistorier og over 9000 magasiner og aviser.
Allerede abonnent? Logg på
FLERE HISTORIER FRA Dalal Street Investment Journal
Dalal Street Investment Journal
Capital Markets 2.0: From a Banyan Tree to Billion-Dollar Trades
From open street gatherings to today's tech-driven markets handling crores in daily turnover, India's capital markets have truly come a long way. But the transformation isn't over yet. In this story, Mandar Wagh explores the next wave of evolution reshaping India's financial landscape, highlighting SEBI's progressive reforms, the rise of a strong digital backbone, and the key companies positioned to benefit from this structural shift
6 mins
July 28 - August 10, 2025
Dalal Street Investment Journal
India Inc's Q1 FY26: A Tale of Resilience and Reckoning
Q1FY26 has revealed a corporate India that's adapting smartly to shifting global currents while drawing strength from domestic policy support. With RBI's timely rate cuts cushioning demand, sectors like banking and insurance have surged ahead, even as IT and consumer segments navigate headwinds. Early results from 200+ companies suggest a story of selective strength and strategic resilience. The rest of the earnings season could either cement this momentum—or test it
5 mins
July 28 - August 10, 2025
Dalal Street Investment Journal
RIDING WATER INFRA BOOM WITH VALUE-ADDED GROWTH
Jai Balaji Industries Ltd
2 mins
July 28 - August 10, 2025
Dalal Street Investment Journal
Active Momentum Funds Timing the Market or Tapping the Trend?
Abhishek Wani evaluates whether India's active momentum funds are skillfully timing markets or simply riding trends. By dissecting strategies of Samco and Quant, he scrutinizes the fine line between tactical rotation and disciplined trend-following in a volatile momentum investing landscape
10 mins
July 28 - August 10, 2025
Dalal Street Investment Journal
FIEM INDUSTRIES LTD LEADING THE CHARGE IN AUTOMOTIVE LED LIGHTING
India has become the fastestgrowing major economy in the world in recent years, which has led to significant demand for automobiles, including auto components.
2 mins
July 28 - August 10, 2025
Dalal Street Investment Journal
The Case for Value-Oriented Mutual Funds
We Indians love a good bargain. Known for our haggling skills, we take pride in not overpaying - whether it's for a product or a service. After all, why pay more than what something is truly worth?
2 mins
July 28 - August 10, 2025
Dalal Street Investment Journal
EMI vs SIP : Finding the Financial Sweet Spot
With rising home loan interest rates and evolving tax rules, many individuals face a critical choice- should surplus funds go toward prepaying their loan or building long-term wealth through SIPs? This piece compares both strategies across scenarios, helping you make an informed decision based on savings, returns, risk, and time horizon
9 mins
July 28 - August 10, 2025
Dalal Street Investment Journal
Make Your Portfolio Inflation-proof
Inflation is crucial to investing as it reduces the value of your money over time. Therefore, keeping up with the rate of inflation, to protect the value of investments, should be the top priority for every long-term investor. Remember, the ability to earn a positive real rate of return, i.e., gross returns minus taxes minus inflation, would depend upon the composition of the portfolio.
2 mins
July 28 - August 10, 2025
Dalal Street Investment Journal
AI Tailwind in IT Stocks: Time to Reboot Your Tech Portfolio?
After one year of sectoral underperformance, Indian IT is quietly undergoing its most radical overhaul since the cloud revolution, this time led by AI. The shift isn't cosmetic; it's existential. GenAI is reshaping services, rewarding agile midcaps and prompting investors to rethink legacy bets. The future of tech belongs to the AI-ready.
11 mins
July 28 - August 10, 2025
Dalal Street Investment Journal
Gen Z: High Conviction Story, but Priced to Perfection?
From skincare routines to fashion trends, Gen Z is transforming how India consumes. This digital-first generation doesn't just buy; they curate experiences, demand personalization, and look for authenticity in every swipe and scroll. As India's 440-million-strong Gen Z cohort begins to dominate discretionary spending, platforms built to speak their language stand to gain immensely. Nykaa, India's leading content-led, lifestyle retail platform, is at the forefront of this generational shift
8 mins
July 28 - August 10, 2025
Translate
Change font size