Chemicals Sector
Govt suspends Morpholine quality standards for three months amid global supply disruption
The temporary exemption allows Morpholine that isn't compliant with BIS standards to be produced, imported and sold during the three-month window, providing relief to user industries such as rubber, pharmaceuticals and chemicals that rely on steady supplies.
2 min read3 Apr 2026Chemicals sector loses steam; wait for a turnaround gets longer
Geopolitical tensions and persistent pricing pressure from China are stalling a recovery in the Indian chemicals sector, leaving investors to pin their hopes on long-term pivots like CDMO and battery chemicals.
2 min read6 Mar 2026SRF share price crashes 6%, hits 9-month low after Q3 results. Should you buy, sell or hold?
SRF share price dropped 6% to ₹2,720 after warning it may miss FY26 specialty chemicals growth targets, despite a 59.6% rise in Q3 profit to ₹432.66 crore. Revenue grew to ₹3,712.53 crore, but specialty chemicals faced pressure from Chinese pricing.
2 min read21 Jan 2026Speciality chemical makers are betting on pharma momentum. And it's paying off
CDMO-linked chemical makers are pulling ahead as tariff shocks, Chinese oversupply, and weak global demand hit the broader speciality chemicals sector.
4 min read29 Nov 2025From SRF to Tata Chemicals: Morgan Stanley downgrades chemicals stocks, foresees ongoing challenges
Morgan Stanley's cautious outlook on chemical stocks persists due to ongoing challenges. Ratings downgrades were issued for Tata Chemicals, Aarti Industries, and SRF. Preference for commodity chemicals highlighted amidst market conditions.
3 min read15 Jun 2024Wait for it…
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