08/05/2026
India’s chemical and fertilizer industry is emerging as one of the country’s biggest long-term manufacturing opportunities.
From specialty chemicals and agrochemicals to EV-linked materials and fertilizers, Indian companies are increasingly becoming part of global supply chains under the China+1 strategy.
After a sharp correction across the sector, several quality businesses are now trading at attractive levels while long-term demand drivers remain strong. Rising exports, improving manufacturing capabilities, and growing domestic demand could continue to support the sector’s growth in the coming years.
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