Everything you need to know about India’s Chemical Sector | Sector Breakdown | Markets by Zerodha скачать в хорошем качестве

Everything you need to know about India’s Chemical Sector | Sector Breakdown | Markets by Zerodha

Is video mein hum India ke Chemical Sector ko detail mein samjhenge aur dekhenge ki kaise yeh sector ab rapidly grow kar raha hai. Aaj ke din yeh sector lagbhag $220 billion ka hai, aur 2040 tak 8.36% CAGR se yeh $1 trillion tak pahuchne ki sambhavana hai. Yeh growth itni tez kyun ho rahi hai? Aur yeh shift retail investors ke liye kya matlab rakhta hai? 🚀 Key Highlights: Chemical Sector Overview: Bulk chemicals aur specialty chemicals ke baare mein jaanenge, aur yeh samjhenge ki humare daily life products jaise toothpaste, shampoo, medicines, aur paints mein chemicals kaise kaam karte hain. Agar aap soch rahe hain ki chemical sector ka impact kaha hota hai, toh yeh video dekhiye. Bulk Chemicals vs Specialty Chemicals: Hum yeh samjhenge ki bulk chemicals kaise large-scale mein bante hain aur unki demand kaise globally har industry mein hoti hai. Specialty chemicals kaise high-value aur low-volume hote hain, jo products ko performance enhance karte hain, jaise shampoo mein surfactants, perfumes mein fragrance, aur medicines mein active ingredients. The Big Shift from Bulk to Specialty: Abhi hamare chemical companies bulk chemicals se specialty chemicalski taraf kyun shift kar rahi hain? Yeh shift kisliye ho raha hai, aur yeh shift investors ke liye kaise beneficial ho sakta hai? Companies jaise Birla aur Aarti Industries ne kaafi bada investment announce kiya hai, aur hum yeh samjhenge ki kaise yeh investments sector ke future ko shape karenge. Capex Announcements & Future Growth: Kaafi companies ab apne capex plans announce kar rahi hain. Birla ne recently Cargill ke US-based specialty chemical facility ko acquire kiya, aur Aarti Industries ne 1000 crores ka capex announce kiya hai. Hum in announcements ko breakdown karenge aur dekhenge ki kis tarah yeh companies apne business ko next level pe le ja rahi hain. Challenges in the Chemical Sector: Har sector ki tarah, chemical sector ko bhi apne challenges face karne padte hain. Sabse pehla challenge hai import dependency – India ke chemical sector ka major raw material imports pe depend karta hai, aur geopolitical tensions se hamare raw material prices affect ho sakte hain. Dusra challenge hai low R&D spending – India ki chemical companies apne revenue ka sirf 2-3% R&D pe spend karti hain, jo ki globally kaafi kam hai. Teesra challenge hai high logistics costs aur oversupply from China. Hum in sab challenges ko detail mein cover karenge. Timestamps 00:00 Intro 01:50 Part 1 Basics about the Chemical Sector 11:40 Part 2 The Shift From Bulk to Speciality 17:27 Part 3 Challenges in the chemical sector 22:33 Outro Sources: Chemical sector market size - https://www.ibef.org/industry/chemica.... Catalysing India’s Chemicals and Petrochemicals, FICCI Report - https://ficci.in/public/storage/SPDoc... Commodity-wise import-export data - https://tradestat.commerce.gov.in/mei... Chemical industry report by NITI Aayog - https://niti.gov.in/sites/default/fil... Insights on Specialty Chemical Industry - https://www.ey.com/content/dam/ey-uni... Chemical and petrochemical statistics at a glance - https://chemicals.gov.in/sites/defaul... PI Industries Annual Report FY24 - https://www.bseindia.com/xml-data/cor... Deepak Nitrite Annual Report FY25 - https://www.bseindia.com/xml-data/cor... Tata Chemicals Annual Report FY25 - https://www.bseindia.com/xml-data/cor... Atul Ltd Annual Report FY25 - https://www.bseindia.com/xml-data/cor... SRF Ltd Annual Report FY25 - https://www.bseindia.com/xml-data/cor... Jubilant Ingrevia Ltd Annual Report FY24 - https://www.bseindia.com/xml-data/cor... Vinati Organics Ltd Annual Report FY24 - https://www.bseindia.com/xml-data/cor...