Rohan Gupta is bullish on 4 chemical stocks

(20 second reading) According to Rohan Gupta, Nuvama Institutional Equities,”The structural growth opportunity which we say for the speciality chemical players, especially in names like CDMO, China plus one, Europe’s energy crisis and Europe plus one, all those structural growth driver were there in last one year also and even right now also we see that they remain intact,”
I think that the company like Aarti, Jubilant Ingrevia, Gujarat Fluoro, Galaxy Surfactants, are already sitting on the ready capacities because they have never ever stopped on the capex even in a weak time last year.

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