is India’s largest rubber chemicals manufacturer, supplying primarily to tyre makers. It enjoys meaningful market share with backward integration and a diversified product basket. Tyre and auto replacement cycles drive its volumes. Risks include Chinese dumping, anti‑dumping duty changes, and cyclical auto demand.

#WatchOutFor#FundamentalViews#TechnicalViews#EquityResearch#Miscellaneous

464 likes·32 comments