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Specialty Chemicals – Chemistry that is Priced to Perfection

Deep Dive
08 June 2022

Presentation made by Our CIO, Ravi Dharamshi @ India Investor Conclave (IIC season 8) at Goa in Dec 2021.

Summary of Presentation:

1. There has been tremendous wealth creation in Specialty Chemicals sector – 60x in 7 years.

2. Currently market has priced the sector to perfection and is ignoring all the inherent risks.

3. Long-term opportunity might remain but odds are tremendously out of favour for the sector from next couple of years point of view.