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CHEMICALSEXPORTSCAPEX

India Specialty Chemicals: ₹18,000 Cr in New Capex, But Only Two Companies Are Actually Converting It to ROCE

Post-tariff relief and China+1 tailwinds are real, but capex-heavy balance sheets at Aarti and Deepak are compressing returns — Navin and PI are the cleaner stories at current prices.

25 Apr 2026·9 min read

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Report archive

Indian Specialty Chemicals: The Quiet Compounder

1 Apr 2026·Chemicals

RBI Policy Decoder — April 2026

3 Apr 2026·Macro

Private Banking Sector — Q4 2025 Review

18 Mar 2026·Banking

Indian QSR: Post-Covid Normalisation Complete?

4 Mar 2026·Consumption

EV Supply Chain: Who Actually Makes Money?

18 Feb 2026·Discovery

Indian Defence: PLI Reality Check

28 Jan 2026·Discovery

FMCG Volume Recovery: Reading the Tea Leaves

12 Jan 2026·Consumption

Nifty Midcap 150: The Hidden Winners of FY26

30 Dec 2025·Macro

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