How to Find Future Multibagger Opportunities in India's Specialty Chemicals Industry?

[@soumikchanda9409]

Considerable points-- 1) End industry application ( Dye and pigment industry have lower margin whereas fluorine, beauty care and beverage company may have higher margin) 2) High entry barriers, so slight change of price does not compel end industry to switch to another company as it takes rigorous testing for selecting a chemical partner 3) Huge capex and how it is done (either be done by taking debt or by measures of internal accrual; as taking more debt may be somewhat danger) 4) R&D spending tracking, specially how ( if they generate more compound out of single chemistry or they become thin by spreading themselves into different chemistry) 5) Financial ratio like sales and profit growth more than 18%, operating profit margin which should be somewhat stable and not declining quarterly (which may be an indication that the product that is sold has been commiditized and not speciality anymore) and at last debt along with debt equity ratio

[@navjitsingh1133]

Please tell us top 5 chemical Stocks for long term Investers. Request

[@preet_oo7]

Why this guy didn't have a MILLION subs already !? Such an extraordinary channel for stock market learning... Thank you very much sir 🙏

[@shankarnath]

I appreciate that! Most welcome

[@preet_oo7]

My pleasure sir. I am a CA student & I learn many concerts from you. I appreciate you.

[@ravishagrawal6867]

Excellent video, clearly showing how much research was done in making the presentation.

[@shankarnath]

Thank you very much!

[@alastairclifford7129]

Your hardwork Is Very Appreciated Sir. Irrespective of views Keep Making The content 🫡🫡

[@shankarnath]

Thank you

[@rahulmore8041]

Agro chemicals can i invest

[@johnconnor1652]

Very clear well researched content.. among top 3 channels on finance in india.. very underrated channel, deserves over 1M subs

[@shankarnath]

Glad you like my work 🙌

[@anandnarayandas8023]

Amazing brilliant video! Please do more such videos on different sectors. Thanks!

[@shankarnath]

Most welcome

[@rmk986]

Wow , first time watched your channel Highly impressed . Thank you very much . Will watch all your videos now in due course❤

[@shankarnath]

Welcome aboard!

[@Ankush-b2h]

Great analysis man...Do we have any magazine to study indian chemical sector before investing in the stock

[@SANTOSHSINGH4U]

Wow. Great Sir . I was struggling to find this kind of information. Every one was claiming they are speciality chemicals. also learned sub categories and type of it . I learned by investing and waiting. then realised by margins they are commodities. Also. could not participate in some real speciality. would you DM with link to ppt. ❤

[@shankarnath]

Glad you enjoyed it! I don't have a PPT for this video

[@SANTOSHSINGH4U]

@@shankarnath thanks for reply. Have a great day.

[@paritoshsingh5903]

I belong to this sector in some way so find this exciting opportunity for India

[@CA_PraveenReddy]

Awesome I appreciate your hard work Shankar Ji.. I am waiting for Evergreen Sector Complete analysis i.e FMCG Please do it waiting from long time... Thanks

[@shankarnath]

Thanks for the appreciation and suggestion

[@whatIsInTheName624]

Wow❤Inspiring 😮 THANK A LOT

[@shankarnath]

Thank you!

[@joejosh79]

Another gem of a video. Thanks! Appreciate the timing as well. I have been studying the sector expecting a turnaround.

[@shankarnath]

Glad it was helpful!

[@prakashvaghela1970]

Wow it's very nice details provided by you. Thanks you sir

[@shankarnath]

Most welcome Prakash ji. I'm glad you liked it

[@tahirhusain4090]

Sir your contents are the most reliable and well prepared. I learned a lot and developed good sense from your contents. Thanks

[@shankarnath]

So nice of you. I'm happy to play a small part in your financial journey

[@kpalanivelu3282]

Excellent analysis. I am invested into this sector and this video has given me a fair idea to restructure the portfolio. Thanks for your efforts.

[@shankarnath]

Glad to hear. I'm happy you found it helpful!

[@theindianentrepreneur8596]

Amazing insights sir!🙌👏

[@shankarnath]

Thank you

[@Prashant6077]

Very well researched video. Thank you.

[@shankarnath]

Glad you enjoyed it!

[@vigneshg5015]

first time watching your video. Thanks for sharing fruitful information. Amazing

[@shankarnath]

Thanks. Glad you liked it! Do considering subscribing to the channel and telling your friends about it

[@ckbiran]

Very Informative Video, looking forward to the follow up video. Thank u

[@shankarnath]

Glad it was helpful!

[@organicproduce9858]

Another MasterClass sir. Looking forward to follow up video on this. Many thanks.

[@shankarnath]

Many thanks!

[@winners_to_stay]

Eagerly waiting for the second part of this one Sir.!

[@ranjitpositivepsychologycoach]

Great analysis. Thanks! Look forward to the follow-up video

[@shankarnath]

Thanks for watching!

[@paritoshsingh5903]

Hi Shankar , really appreciate your work and it is helping a lot to develop a perspective

[@shankarnath]

Glad to hear that, Paritosh ji. I'm happy you found this informative. Personally, these research videos help me in improving my own framework and I can now apply what is learnt in one sector on another. For instance, the specialty chemicals space on a broad frame is going the way of IT and pharma.

[@sriramlokesh7181]

Excellent video thank you sir.

[@shankarnath]

Most welcome. Glad you liked it

[@ashutoshchaturvedi3704]

Useful info 👍🏻 thanks Sir

[@shankarnath]

So nice of you. Most welcome

[@rajatnath9247]

All of your efforts from selection of topic to background research to presentation immensely help people like us in grasping idea about investing. Deep gratitude for that. What about making a video about infrastructure sector?

[@shankarnath]

Most welcome .. so nice of you. And thank you for the suggestion

[@mshaik1055]

Thank you for your detailed video on Chemical sector. It is helpful to understand the business.

[@shankarnath]

You are most welcome. I'm happy you found it useful and informative

[@revanthgowd5744]

Very useful educational video on the Sp. chemical sector, Great presentation. Thank you❤

[@shankarnath]

Most welcome. Glad it was helpful! 🙌

[@velayutham_rajasekar4352]

Thank you for sharing your knowledge sir🎉👍

[@shankarnath]

My pleasure. Glad you liked it

[@Malay200]

Sir is UPL a pure agri commodity chemical company or any speciality property have in it..

[@pradeepraja1266]

Helpfull to understand this complex and vast area

[@shankarnath]

Glad you found it useful

[@shaonnag392]

Very informative sir❤

[@shankarnath]

Glad you found it useful

[@Rohitbedi20]

Brilliant piece of information. Kudos!!!

[@shankarnath]

Thx 🙌 Glad it was helpful!

[@thedarkknightwillrise23]

Brilliantly Researched Video ! 👌🏻👏🏻 HSCL is my favourite

[@shankarnath]

Thank you very much!

[@VijayKumar-sl8qm]

Thank you for the detailed analysis!

[@shankarnath]

Glad it was helpful!

[@valsarajk.k4197]

This is a well thought out and well presented video....pl.keep us inspiring.

[@shankarnath]

Thank you very much 🙌

[@monicachopra4998]

Enjoyed this video, it contributed to my comprehension of this industry which is an integral part of modern living. Bringing out this video at this time when the shares of most of the companies are available at a discount is opportune . Looking forward to part two of this video eagerly! Thanks once again!

[@shankarnath]

Most welcome, glad you found the video timely and informative

[@sanilmuhammed9214]

Sir you can be the biggest youtube channel in financial education

[@shankarnath]

Thank you very much for your vote of confidence 🙌

[@anandkothari9616]

Amazing video. Great efforts!

[@shankarnath]

Thanks a lot!

[@BhromonBhomra]

Very comprehensive coverage.

[@shankarnath]

Glad you liked it

[@BhromonBhomra]

@@shankarnath However just a piece of advice, you could get into the cost drivers in the segment, thats important given the current inflationary situation. worldwide. I believe most of the raw materials for these industries , are dependent on imports , hence depends on large extent to upcoming 2024 elections and also the current FTAs.

[@peaushvishnoi3959]

Wonderful insight. 👍👍👍🙏🙏🙏

[@shankarnath]

Glad you enjoyed it!

[@anilsood6599]

Great video. Specialty chemical industry is so vast, complex and diversified, that it becomes very difficult to focus on select few, hence i was very confused and didn't want to miss on any, so i ivested in pretty much all the good ones with double digit growth. Maybe, your coming relevant video will guideme to cut down and narrow down.thanks.

[@shankarnath]

Glad this is helpful

[@sauravkataruka1]

Excellent one. Please make more videos in future for each sub specialization within the chemical sector. This is one sector difficult to understand the fundamentals and dynamics of for a common person.

[@shankarnath]

Thanks for the suggestion

[@sauravkataruka1]

@@shankarnath I am invested in Chemcon speciality chemicals. Not asking for stock price related opinion but would you check the segment fundamentals / potential and share your opinion please

[@mallikarjun2030]

Superb analysis sir. Thank you

[@shankarnath]

So nice of you. Thank you!

[@chandrasekaranvaidyanathan1215]

Excellent content!

[@shankarnath]

Much appreciated!

[@Anbu-Ini]

Thanks for the great content with solid set of data/research, Shankar sir.. Appreciating your hard work/dedication.. We learnt the Chemical Industries basics very well, thanks to you

[@shankarnath]

Thank you very much

[@srinivasansukumaran2479]

Really thorough work in analyzing a sector from all angles !!

[@shankarnath]

Glad you liked it!

[@Ajinkya1977]

Excellent analysis. Appreciate your efforts. Thank-you.

[@shankarnath]

My pleasure! 🙌 Glad you found it informative and relevant

[@mr.talkstock7282]

Thank you for another amazing video. Very valuable information!!!

[@shankarnath]

You are so welcome, Ali! Very happy you are finding good value from my work 🙌

[@Ravi-Krishna]

Great content and excellent presentation skills. Thank you for this informative video.

[@shankarnath]

You're very welcome! I'm happy you found it relevant & informative

[@riyazuddinkazi304]

Very informative ❤

[@shankarnath]

Glad it was helpful!

[@srinivasangkailasam8952]

Outstanding analysis of the speciality industry. Learnt a lot . Many thanks.

[@shankarnath]

So nice of you. Glad you liked it!

[@rudraanayak7353]

Thank you sir for very concise explanation

[@shankarnath]

Most welcome. Glad you liked it

[@elangovanshunmugam453]

Good and great effort as usual. Keep rocking

[@shankarnath]

Thanks a lot 🙌

[@somabhattacharyya769]

Outstanding content❤

[@shankarnath]

Thank you very much

[@subashfranklin]

Nice breakdown. Looking forward to break downs in individual companies.

[@shankarnath]

Thanks

[@kowshikmalluri]

Thank you very much for this. This is real hard work.

[@shankarnath]

Thank you very much Kowshik ji. Yes, this was quite a vast field and I had to break this into parts (I'm working on a company specific video aswell)

[@nalsmuralidharan959]

very gud session,we need more videos like this

[@shankarnath]

Thanks, glad you liked it

[@mahalingammp]

Thank you sir for your excellent analysis of speciality chemicals growth and future. The impact of which in various sectors of industries very useful information to the investors of stocks.

[@shankarnath]

So nice of you. You are most welcome & I'm glad you found this video relevant and useful 🙌

[@sreenivasareddy912]

Ver informative, I really appreciate your efforts, sir. Sir, any reason for not including UPL and Coromandel in the discussion under Chemical Companies?

[@shankarnath]

Thank you

[@yogeshs5779]

Hi shankar, awesome you are! Thank you

[@shankarnath]

Thank you very much!

[@sachusaalai4511]

Ur Presensetation superb

[@shankarnath]

Thanks

[@onlinevieweranon]

Hi Shankar. Have you too notice that big multibaggers 100x in 10 years types stock companies many of them are from Chemical sector in India. Whereas in the US those disproportionate returns have been in tech sector. Why is it so? Also do you think tech or EMS companies being that type of companies for 2020s decade for outsize returns?

[@shankarnath]

Hi. I believe every economy goes through decadal shifts. In the US, it wasn't always tech. For many years, companies like GE (manufacturing), Walmart (retail), American Express (banking) have had their times before the technology companies cut through. The same is the case with India and from having zero IT companies when the Nifty was first formed in 1995, we've seen decadal moves for IT, pharma, private banking and now chemical companies.

[@onlinevieweranon]

Thank you for your inputs Shankar @@shankarnath

[@epistemophileAmit]

Superb content!!

[@shankarnath]

Thank you 🙌

[@anindyaroy1719]

Well explained in a layman's language. Thank you

[@shankarnath]

You are welcome

[@piyushpandey4149]

Excellent analysis

[@shankarnath]

Thank you!

[@meenakshiprusty5892]

Extensive research and very fundamental information

[@shankarnath]

Glad you found it useful. Thanks!

[@bijoypal662]

Great video Sir.

[@shankarnath]

Glad you liked it!

[@sujayrainchwar884]

Sir after six months what would u add to this video about changing chemical sector landscape. Are they undervalued ?

[@shankarnath]

Sorry, I haven't analysed the sector since then

[@sujayrainchwar884]

@@shankarnath Thanks for your response. The video is absolutely brilliant for guiding sector analysis. Thanks

[@kirangowdan7478]

Most knowledgeable person

[@shankarnath]

Glad you liked it!

[@arbazahmed5470]

Always love your sectorial videos

[@shankarnath]

Great to hear that! Thanks

[@busyshah]

Bro knows his audience. We have been told to be sticking to our own 'circle of competence'. But if at all, we know even this much coupled with our basic finance knowledge, we can gain a few bounties in a short run (at-least). Please accept our honest gratitude for this hard work put together and made available for us for free.. As usual, I would say it again to be a 'paid level' content.

[@shankarnath]

Thank you!

[@Acdeef]

Sir pls continue this type of sector analysis

[@shankarnath]

Thanks for the suggestion

[@TheSatzy6699]

Excellent analysis 👏

[@shankarnath]

Glad you liked it. Thank you 🙌

[@bimalupadhyaya9875]

U r the best...

[@shankarnath]

Thanks for the vote of confidence

[@SubhrajitGhadei]

Hi Shankar, Trust this message finds you in good health. As usual you are superb in all your videos. I have been watching your videos since the time you have started creating. I have learnt a lot from them. I have small query / dilemma, looking for some help from you on it. Following your videos I have created the screener for magic formula, coffee can, peter lynch, canslim and etc. Now that I have a list of businesses how do i shortlist around 10 to 15 from each individual screener. My idea is to do a basket investment. Recently, i shortlisted 8 stocks in logistics sectors and applied quite a few parameters I have learnt from you and then put equal amount of money in all. So how do i go about say in peter lynch method. For magic, I have ranked them so it has some basis to select top 10 or 15. how do i do it for other methods?

[@shankarnath]

Hello Subhrajit ji, thanks for your kind appreciation and I'm glad my work is helping you with your investing decisions. You raise a very good point: 1. Personally, I am not a big fan of using a screener to make investing decisions. A screener's job is to screen/filter and not pick stocks, so I'll request you to go deeper into every company 2. I'm also not a fan of picking a few stocks from every strategy assuming that this will make a superstar portfolio. It's a bit like saying, there are many sports I like so I'll learn backhand in tennis, bowling in cricket and goal-keeping in football and this should make me a great athlete. Instead I'll prefer specializing in one sport. In an investing context and in my opinion, the focus should be on picking the strategy that resonates more and has a valuation comfort with it. For instance, you might like monopolies then use 10 bagger, for small cap growth use Peter Lynch, for large & mid cap value it's magic formula, for passive diversified use momentum+value etc. The idea is to pick the strategy & play first .. and then the stocks. Hope this helps.

[@SubhrajitGhadei]

Hi@@shankarnath thanks for your quick revert. Actually I was working on your suggestions and it is quite helpful but two things i have reservations about are (1) developing a bias towards stocks whose businesses you know well e.g. zomato or tata motors and (2) how do i include a little bit of technical analysis in my stock picking. By the way, I went against your advice / suggestion and picked top 10 ranked stocks from coffee can, peter lynch and magic and put 20K each. I have ranked based on RoC and Earnings Yield. I have promised myself that I will hold them for 6 months and I will let you know the results, although you have mentioned that Pter Lynch method asks you to evaluate every quarter. This would be really good fun.

[@arvindgandhi1007]

Thank you very much 🙏

[@shankarnath]

You're most welcome

[@manmohandhanoa6920]

Looking forward to the follow up video

[@RahulY-o2m]

Sir please do one on Pharmacy industry

[@shankarnath]

Thanks for the suggestion

[@parthdesai5125]

Hi Shankar, I am a religious follower of your channel. One request can you please make one video on protential impact of rising AI on the stock market, managed funds and also one informative video on what happened in Japan stock market 30 years ago and fears of that happening in other markets specially in India.

[@shankarnath]

Thanks for your continued support and for the suggestions

[@balajiv1828]

Hearing and reading lot about US Commercial Real Estate issue which is likely in 2025. Its said that there could be a worst crash in Stock Market. Is this news / theory is true. Since US is a mother market for India, will it heavily impact on Indian Equity Investment Market. Generally, markets recover over 1-2 years, can we assume the same for 2025. I have 50 : 50 asset allocation between Equity and Fixed Income and requirements are 15 Yrs away, kindly suggest strategy to get protected from possible Big Crash in 2025. Concern raises since Mr Warren Buffet had also spoken about this. Should equity portfolio be fully liquidated and reinvested after 2025. Kindly suggest

[@shankarnath]

Pls watch my video on Recession Proof portfolio for some clues on the same. Link: kzbin.info/www/bejne/m2PUeYKFhbmsl6M

[@bhaveshpatel498]

Awesome

[@shankarnath]

Thank you!

[@nkrishnamys]

Sir ji, pls make on 4-5 best MBagger stocks in speciality chem Universe.

[@shankarnath]

Thanks for the suggestion

[@sohailsiddiquie3121]

I would highly appreciate if you could do analysis on srf, deepak nitrite, and clean science as I have more weightage in mentioned stocks and planned to add more in clean science

[@shankarnath]

Thanks for the suggestion

[@amrutbhonsle]

Awesome video

[@shankarnath]

Thanks!

[@sindhuharikrishnan1920]

Thank you

[@shankarnath]

Welcome!

[@simplepraveen]

What a coincidence , today I have invested in aarati ind.your video boost my confidence on my selection.

[@shankarnath]

Great to hear!

[@rengagovind727]

Thanks shankar for the wonderful, tasty "special tea"

[@shankarnath]

Most welcome

[@suvendusamal2752]

Can you explain FMCG Sector..... like this type of analysis

[@shankarnath]

Thanks for the suggestion

[@kirijack9581]

Sir what about tata chemicals

[@dr.anishagarwal7499]

Great 🎉

[@shankarnath]

Thanks

[@sourabhmayekar3354]

Awesome

[@shankarnath]

Thanks!

[@soumikchanda9409]

A very detailed sectoral analysis which is as usual superb, sir. Now, if you make a comparative video between jyoti resin and pidilite, it will be great as I think pidilite has become so much overpriced.

[@shankarnath]

Thanks for the suggestion

[@shanthijayaraj4455]

👌👌 video.

[@shankarnath]

Thank you so much

[@chrispaul4771]

Please cover TATVA CHINTAN PHARMA and ARCHEAN CHEMICALS ❤

[@shankarnath]

Thanks for the suggestion

[@chrispaul4771]

Both are capex heavy

[@mageshsai]

Good educatinal video

[@shankarnath]

Thank you!

[@satishrana9735]

very useful

[@shankarnath]

Glad to hear that

[@sandip2205]

Sir,pl make a video on paper industry also

[@shankarnath]

Thanks for the suggestion

[@baibhavRishu]

Sir, can you make a video on Tyre industry (because it's directly beneficial from auto growth 📈) , thanks in advance 😃

[@shankarnath]

Thanks for the suggestion

[@baibhavRishu]

@@shankarnath welcome sir