India’s specialty chemicals industry delivered a 13% growth over the past five years led by domestic consumption and is valued at $25 billion. This is running to become the next big theme on the major stock exchange in India in Financial Year 2017. India’s large population base with lower per-capita consumption of chemicals and a relatively strong GDP growth outlook will sustain a healthy domestic growth. Those aiming to make big investments over the next 12 months in the specialty chemicals companies can keep six stocks in view, among others – SRF, Aarti Industries, Vinati Organic, Camlin Fine Sciences, Navin Flourine and Bodal Chemicals. SRF has a mix of many businesses and among them their chemical business is doing very well which can offset the losses in the commodity businesses. Navin Fluorine is completely focused on speciality chemicals, and is a favourite among investors.
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