Why These 3 Chemical Stocks Are Going up in a Falling Market?
Published: 2025-03-20
Status:
Analyzed
Published: 2025-03-20
Status:
Analyzed
Predictions from this Video
Incorrect: 0
Prediction
Topic
Status
UPL's net debt to EBITDA ratio expected to stabilize by fiscal year 2026 due to improved cash generation and divestitures.
"But better cash generation and divestitures are expected to stabilise the net day to EBITDA ratio by fiscal 2026."
Pending
SRF's profitability is expected to increase in the coming quarters due to the HFC production quota system.
"In the coming quarters, the company will get the advantage of HFC production quota system which can increase profitability."
Pending
Rapid growth of the Indian AC manufacturing industry is expected to boost HFC demand.
"But the Indian AC manufacturing industry is growing rapidly. Which will boost HFC demand."
Pending
Domestic demand for HFC and R32 in India is predicted to remain very strong.
"domestic demand for HSC and specifically R32 will remain very strong."
Pending
SRF expects a strong recovery in its agrochemical segment for Q4 FY25.
"The agrochemical sector has the potential to perform much better for the quarter and SRF is expecting a strong recovery in the segment."
Pending
SRF's HFC segment is expected to perform strongly in Q4 FY25 due to higher volumes and domestic demand.
"The HFC segment, or hydrofluorocarbons, will perform strongly in quarter four, supported by higher volumes and domestic demand."
Pending
SRF's PTFE segment is expected to develop positive traction by fiscal year 2026.
"The PTFE segment, i.e., polytetrafluoroethylene, is expected to develop positive traction by FY26."
Pending
SRF's Hydrogen Fluoride (HF) plant is expected to become operational soon, optimizing cost structure and improving profitability.
"The plant will be operational soon which will optimise SRF's cost structure and improve profitability."
Pending
Navin Fluorine's AF plant, with a ₹450 crore investment, is expected to be operational by the start of fiscal year 2026 (April 2025).
"The AF plant, with an investment of ₹450 crore, is on track to be operational by the start of FY26."
Pending
Navin Fluorine planned to launch one new molecule in Q4 FY25 (Jan-Mar 2025) and another in Q1 FY26 (Apr-Jun 2025).
"One new molecule is planned to be launched in quarter four of FY25 and another molecule in quarter one of FY26."
Pending
New CDMO scale-up orders from US and European customers are expected to drive Navin Fluorine's growth in FY26 and beyond.
"New scale-up orders have been received from US and European customers. Which will drive growth in FY26 and beyond."
Pending
Indian AC demand, currently around 15 million units, is predicted to show significant growth.
"currently the AC demand in India is around 15 million units and this number is going to show significant growth."
Pending
Full-fledged recovery in the chemical industry is expected only after Q4 FY25 (after March 2025).
"Full-fledged recovery is still expected only after quarter four of FY25."
Pending
Deloitte's 2025 outlook predicts a moderate recovery for the chemical industry, aligning with global GDP growth.
"According to Deloitte's 2025 outlook, the chemical industry will show a moderate recovery in line with global GDP growth."
Pending
Global chemical production is expected to grow by 3.5% (referring to the 2025 or near-term outlook).
"Global chemical production is expected to grow by 3.5%."
Pending