Samit Vartak's view on Specialty Chemical Stocks

Original: Samit Vartak's view on Specialty 🧪Chemical🌡 Stocks

24.5K views · Jun 22, 2022 · 4:01 min · Watch on YouTube ↗

Takeaway

In specialty chemicals, stick to genuine import-substitution stories with cost moats - many of the recent IPO darlings are overvalued and will correct.

Summary

Samit Vartak warns that specialty chemicals had a 4-5 year rally and many IPOs came at unimaginable valuations
Filter framework: look for import-substitute chemical companies replacing China imports, where India has cost advantage from duties, logistics, working capital
China's chemical manufacturing costs are rising due to compliance/pollution norms - long-term tailwind for Indian players
PLI scheme and lower tax rates further support Indian specialty chemical scale-up
Many recent chemical IPOs may unwind, but quality import-substitution names remain investable

Specialty ChemicalsSamit VartakImport SubstitutionPLIChina Plus One

Original description

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