Research ReportsSpecialty Chemical Q4 Results Preview: Sustained Pricing Pressure To Weigh On Margin Recovery, Says DRChoksey
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Specialty Chemical Q4 Results Preview: Sustained Pricing Pressure To Weigh On Margin Recovery, Says DRChoksey
Based on the growth drivers, DRChoksey's top picks are UPL, supported by strong volume growth and gradual recovery in price, and Ami Organics,
with strong growth in the Advanced Intermediates segment.
Based on the growth drivers, DRChoksey's top picks are UPL, supported by strong volume growth and gradual recovery in price, and Ami Organics, with strong growth in the Advanced Intermediates segment. (Photo Source: freepik).
In Q4 FY25E, the brokerage anticipate that revenue growth for most companies will be driven primarily by higher volumes, with limited margin expansion owing to continued competitive pricing pressure. While prices across a broad range of specialty chemicals appear to have stabilized, a sustained upward trend is yet to materialize.