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Chemical Sector: How to find Winners?

EPISODE · Jul 1, 2025 · 37 MIN

Chemical Sector: How to find Winners?

from The SOIC Podcast · host SOIC

Send us Fan MailIn this episode, we decode the Indian chemical sector with industry expert Ajay Joshi. We explore the difference between bulk and specialty chemicals, evaluate the risks of capex-led growth, and understand the global shifts post Russia-Ukraine war and US tariffs. The episode also covers key frameworks to identify good vs bad chemical businesses, the rise of contract manufacturing (CDMO), and detailed case studies across agrochemicals, polymers, aroma chemicals, amines, and more. This is a complete masterclass for anyone serious about understanding the chemical industry from both an investor and operator perspective.

What this episode covers

Send us Fan Mail In this episode, we decode the Indian chemical sector with industry expert Ajay Joshi. We explore the difference between bulk and specialty chemicals, evaluate the risks of capex-led growth, and understand the global shifts post Russia-Ukraine war and US tariffs. The episode also covers key frameworks to identify good vs bad chemical businesses, the rise of contract manufacturing (CDMO), and detailed case studies across agrochemicals, polymers, aroma chemicals, amines, and mo...

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Chemical Sector: How to find Winners?

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How long is this episode of The SOIC Podcast?

This episode is 37 minutes long.

When was this The SOIC Podcast episode published?

This episode was published on July 1, 2025.

What is this episode about?

Send us Fan MailIn this episode, we decode the Indian chemical sector with industry expert Ajay Joshi. We explore the difference between bulk and specialty chemicals, evaluate the risks of capex-led growth, and understand the global shifts post...

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