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The Indian specialty chemical sector is growing fast and is projected to $300 billion by 2040. In this video, we’ll first take a look at the macro picture i.e. understanding specialty chemicals, the China+1 strategy and India's advantages in this domain .. and in part 2 of the video, we’ll look at the key evaluation metrics for any specialty chemical businesses which includes end-user applications, entry barriers, growth capital expenditure, R&D efforts, and financial metrics

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👉 Video Chapters:
00:00 $40 Billion Industry
01:21 What are Specialty Chemicals?
03:32 China+1 Strategy
04:43 India Opportunity in Specialty Chemicals
06:13 1. End User Application
09:48 2. Entry Barriers
11:37 3. Capital Expenditure
13:08 4. R&D Expenditure
14:49 5. Financial Metrics
17:23 Shankar's Viewpoint

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👉 Additional Reading material:
‣ Research report by KR Choksey: https://images.assettype.com/bloomber...
‣ Report by KPMG: https://assets.kpmg.com/content/dam/k...
‣ Research Report on Specialty Chemicals by CRISIL: https://prasolchem.com/wp-content/upl...
‣ Ambit Capital Research on Specialty Chemicals: https://ambit.co/public/thought_leade...
‣ CNBC TV18 on Specialty Chemicals:    • Investing Masterclass On Specialty Ch...  
‣ Talk by Ashish Mody:    • Speciality Chemical Sector Overview a...  
‣ Dr. Vijay Malik on Chemical Companies (article): https://www.drvijaymalik.com/chemical...
‣ Masterclass on Specialty Chemical Sector on Accidental Investor:    • Chemical Sector: Pessimism An Opportu...  

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Disclaimer: I am not a SEBI registered investment advisor or research analyst. I am not registered with PFRDA or IRDA either. The content posted on this platform is purely for educational purposes and none of it constitutes investing or trading advice. Viewers should do their own research and diligence before investing or acting on the information presented. Some of the links I have posted in the video, the description, the comments and other related resources might be affiliate links