Neogen Chemicals Ltd.

makes specialty bromine and lithium‑based chemicals used in agrochem, pharma, and battery materials. ​ Capacity expansions and entry into advanced chemistries have driven high growth and valuations. ​ It is a leveraged play on India specialty‑chem and battery supply‑chain themes. ​ Risks include project‑execution, customer concentration, and very rich starting valuations. ​