Chemical stocks are at a 'crossroads'—which ones to buy and which to dump before Q2 earnings?
Executive Brief • Key Highlights
Fast factual intelligence distilled for busy investors, executives, and answer bots:
- ✓Motilal Oswal issued Buy ratings on SRF, Atul, Vinati, and Galaxy, while suggesting Sell on Deepak Nitrite and Fine Organic.
- ✓Chemical companies head into Q2 with sales rising 15%, but margins face pressure.
- ✓High crude prices and rising raw material costs are eating into profits as the sector navigates tough times.
Story at a Glance
- Category
- MARKET
- Reported By
- Economic Times
- Reading Speed
- 6 Minute(s)
- Market Focus
- India Economy
13 chemical stocks: Motilal Oswal has Buy on SRF, Atul, Vinati, Galaxy; Sell on Deepak Nitrite, Fine Organic
1/11
Chemical stocks head Into Q2 with sales rising and margins under pressure
Results season is close, and chemical companies are walking in with a mixed report card. Motilal Oswal Financial Services expects the sector it covers to post sales growth of 15% and EBITDA growth of 14% for the September quarter of FY27. Profit after tax is seen rising 13%. The catch is that margins are expected to slip about 20 basis points from last year. Growth is there, but costs are eating into it.
Source: Motilal Oswal Financial Services
2/11
Crude at $116 is pushing up everything chemical makers buy
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