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Chemicals – Jan-Mar’26 Earnings Preview – West Asia tensions to weigh on near-term performance

Published on 09 Apr 2026

Ongoing anti-dumping duties could provide potential relief for Indian chemical companies: The potential imposition of anti-dumping duties (ADD) could provide meaningful relief to Indian chemical companies. Within our coverage, NOCIL is expected to benefit from duties on several key products. Other companies such as Vinati Organics, Laxmi Organics, Gujarat Fluorochemicals, Deepak Nitrite, and SRF are also likely to gain from the implementation of ADD on key products like Para-Tertiary Butyl Phenol, Antioxidants, Methyl Acetoacetate, PTFE, (2,2,6,6-Tetramethyl-4-Peridyl) Sebacate (UV 770) and HFC blends.
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