GNFC…
Significant tdi capacities coming online to induce probable competitive pricing…
No antidumping duty on sadara’s tdi and dow mentions india as a potential business opportunity for sadara
Increased risk of pressure on the margins from use of imported coal whose prices are on an uptrend and rising crude prices
No earnings visibility from ecophos…
much hyped neem product division continue to show muted contribution [well below management commentary ]
repeated gas leakage incidents sometimes with disastrous consequences sometimes minor…
Fertilizer segment under severe margin pressure with no revival visibility in sight in the short term…
makes a case for wyckoff distribution justified at these prices when the chemical division has reached the peak of its cycle …
Disclaimer… not invested, tracking fundamentals