The chemical industry is going through a slowdown in the last 2 years. Most of the Indian chemical companies have performed poorly in this time period. However, there are some companies who have given a resilient performance in the same period. These companies due to their differentiated business model, technocratic management and laser sharp focus have been successful in scaling up their business in the last 2-3 decades. In this video, we have covered 2 such companies who have a dominant position in their business areas. They are incrementally investing towards strengthening their existing business and adding new growth pillars.
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Timestamps
0:00 Introduction
0:37 Agrochemical industry
2:05 PI Industries business overview
2:38 PI CSM business
7:01 Agri-inputs business
8:36 Entry into pharma
10:00 Differentiator for PI
10:56 Divis overview
11:29 Pharma value chain
12:46 Differentiator for Divis
17:18 Entry into sartans
18:25 Entry into contrast media
19:28 Divis CSM business
20:14 Financial performance
20:51 Nutraceuticals business
21:23 Kakinada capex
22:12 Growth triggers
23:56 Conclusion
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