ET NOW Special | Margin setback for chemical sector?

Chemical stocks have seen a de-rating post Q2 results. Margins across companies were disappointing leading to cut in EPS estimates. Margins were lower lead by higher raw material cost across the board. Managements are trying to pass on price hikes, but it will come with a lag. As per analysts, valuations of these stocks are high. Sunil Chari, Co-founder & Managing Director, Rossari Biotech; Rajendra Gogri, Chairman and Managing Director, Aarti Industries and Vinati Saraf Mutreja, MD & CEO, Vinati Organics talk about the opportunities in the sector and the China+1 factor. Watch the full interview here to know more.
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