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We recently hosted the managements of Fine Organic Industries Ltd., Galaxy Surfactants Ltd. and Neogen Chemicals Ltd. as part of our investor conference.
The two oleochemicals companies have shown remarkable improvement in margin delivery, taking advantage of supply chain issues at peers’ end and other company-related measures.
While Fine Organic sees no serious demand concerns in the overseas markets, Galaxy Surfactants has hinted at some signs of weakness in the developed markets and Africa, Middle East, Turkey regions amid global inflation and recessionary pressures.
Neogen’s bromine story is on track as the company is witnessing incremental traction in non-agro and non-pharma segments as well. As far as Lithium is concerned, the company could pass on the entire cost increase with a lag. But, the management indicated that a sustained increase in prices might make it difficult for select companies to absorb the entire impact.
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