Balaji Amines Versus Alkyl Amines Chemicals: A Case of Valuation Arbitrage in Speciality Chemicals?

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Is the valuation premium of Alkyl Amines Chemicals over Balaji Amines justified?

The chemical and specialty chemical stocks in the last one year have been on a downtrend.
Increase in the raw material prices, rising fuel and freight costs, demand moderation especially in export markets due to geopolitical issues, and inventory build-ups are some of the reasons weighing over the specialty chemical stocks.

However, in my view, these are short term disruptions.

The chemical industry in India is one of the biggest beneficiaries of China plus one factor, and its long-term story, especially for niche market leaders, remains intact.

Since the scope of chemical industry is vast and can’t be covered in a single video, I’m going on a niche segment in specialty chemical industry of aliphatic amines, and on two key domestic players, i.e, Balaji Amines and Alkyl Amines, in this segment.

#specialtychemicalstocks #chemicalstocks

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