Earnings Recovery & Margin Watch
8Manali Petrochemicals Returns To Profit With Dividend And Board Moves
8Galaxy Eyes Q1 Rebound After Egypt Supply Disruption
8Century Enka Bets On PTCF Sales After Margin Lift
8Bodal’s Saykha Operations Start Feeding FY26 Recovery
8Cheviot Revenue Rises, But Q4 Loss Clouds Dividend Cheer
8Oriental Aromatics Crosses Rs 1,000 Crore Revenue Milestone
8Cochin Malabar Slips To FY26 Loss As Income Shrinks
Dividend & Shareholder Payouts
8Polychem Pairs 200% Dividend With Audit Continuity
8Himadri Lines Up 80% Dividend With May 22 Record Date
8Chemcon Declares Rs 6.50 Dividend, Keeps Audit Structure Intact
Capex & Capacity Playbook
8Cosmo Enters Return Phase After Rs 1,200 Crore Capex Cycle
8Navin Fluorine Lines Up HFC, MPP And Advanced Materials Capex
8IOL Pushes Beyond Ibuprofen With Paracetamol And Specialty Chemicals
8Fine Organic Eyes US Capex As Patalganga Ramp-Up Continues
8Sanathan Eyes Rs 5,600 Crore Revenue After Punjab Ramp-Up
Boardroom & Governance Desk
8Laxmi Organic Names New CFO As Margins Stay Under Pressure
8Balrampur Secures Shareholder Backing At Extraordinary Meet
8Gokul Agro Completes FY26 Secretarial Compliance Review
8APAR Places FY26 Compliance Record Before Exchanges
8National Peroxide Completes FY26 Secretarial Compliance Review
8Balmer Lawrie Investments Posts FY26 Results With Clean Audit Opinion
Credit Stress & Recovery Claims
8Kopalle Pharma Remains Under Default Rating Watch
8India Glycols Pursues Rs 79.76 Crore Insurance Recovery
Asset Sales & Portfolio Moves
8Rossari Unit Sells Saki Vihar Office For Rs 10.50 Crore
8JSW Dulux Shifts Plants As Paint Volumes Jump 23%

8Epack Petrochem’s EPS resin ramp is tied to group backward integration.
8Volume scale-up after debt-funded capex will drive the credit story.

8IG Petrochemicals’ plasticizer plant marks the next step beyond PAN leadership.
8Taloja integration gives the downstream move its operating leverage.

8Ganesha’s Warangal expansion makes rPET granules the clear FY27 growth trigger.
8High utilisation and deferred Odisha capex sharpen the near-term capacity story.

8Ester’s rPET surge is turning sustainable packaging into its fastest growth trigger.
8Hyderabad’s new extruder adds capacity behind the recovery momentum.

8Garware’s Dubai arm gives its films, coatings and PPF business a new export platform.
8The move is about market access, not manufacturing capacity.

8J.G. Chemicals’ FY27 trigger is Dahej commissioning after record FY26 numbers.
8High utilisation and value-added zinc products frame the margin upside.

8Fineotex’s FY27 oilfield story hinges on CrudeChem capacity doubling.
8International revenue jump shows the acquisition is already changing the mix.

8Aether’s Site 5 start-up lines up three new molecules for FY27 growth.
8Orders and validations are ready; commissioning timing is the trigger.

8PP (H100EY) prices in Mumbai hold steady near the current market range
8LLDPE (M26500) prices in Delhi remain firm around prevailing levels
8LDPE (1070LA17) prices in Mumbai stay supported at current market levels
8LDPE (F5400) prices in Chennai hold firm near the current market range

Alcohols and solvents
8Ortho-Xylene market firms up: What’s behind the latest weekly price rise?
8Ethylene glycol monoethyl ether acetate market firms up: What’s behind the latest weekly gain?
8Dichloropropane market softens: What’s behind the latest weekly price dip?
8Toluene market stabilizes: What’s keeping prices near recent highs?
8Pine oil market eases: What’s behind the latest weekly price dip?
8Methyl ethyl ketone market slides sharply: What triggered the latest price fall?
8Methyl isobutyl ketone market pulls back: What’s behind the latest weekly price drop?
Intermediates and specialty chemicals
8Caprolactam market edges higher: What’s driving the latest price uptick?
8Aniline market weakens in Kandla: What’s behind the latest weekly price drop?
Polymers
8PVC market holds steady: What’s keeping prices stable after recent fluctuations?
8PS market holds steady in Ahmedabad: What’s keeping prices stable?
8EVA market weakens in Chennai: What’s behind the latest price drop?

Rubber and elastomers
8PBR 1220 market extends rally in Mumbai: What’s driving the latest weekly surge?
8SEBS 751 market rebounds in Delhi: What’s fueling the return to recent highs?
Dyes and colour chemicals
8Reactive dye market pushes higher: What’s driving the two-week climb?
Fibres and yarns
8Polyester industrial yarn market breaks out: What triggered the sharp price jump?

Solvents and aromatics
8Acetone market softens: What’s behind the latest price drop?
8Chloroform market today: What’s behind the latest price drift?
8Phenol market extends its slide: What’s driving the latest price drop?
8Toluene market climbs higher: What’s driving the latest price rise?
8Benzene market holds steady: What’s keeping the latest price trend intact?
Petrochemical intermediates
8Maleic anhydride market pulls back: What’s behind the latest price dip?
8Acetic acid market remains soft: What’s behind the latest price drift?
8Ethylene glycol/DEG market pulls back: What’s behind the latest price drop?
82-Ethylhexanol market extends its fall: What’s driving the latest price drop?
8Ethylene oxide market breaks lower again: What’s behind the fresh price slide?
8Adipic acid market holds near recent levels: What’s behind the latest price drift?
8Aniline market holds weak: What’s keeping prices under pressure?
8DOP market stays under pressure: What’s behind the latest price dip?
Inorganics and industrial chemicals
8Phosphorus yellow market holds firm: What’s keeping prices near recent highs?
8Soda ash market holds steady: What’s behind the latest price stability?
8Sulphuric acid market firms up further: What’s driving the latest price rise?
8Titanium dioxide market eases again: What’s behind the latest price dip?

Hydrogen & Battery Grid Plays
8AGC pushes FORBLUE into hydrogen production after Toyota-Chiyoda PEM adoption
8Hitachi Energy locks 20-year service deal for Akaysha’s Ulinda Park battery project
China Materials Push
8Covestro opens Guangzhou TPU application centre to connect R&D, production and customers
Capital & Portfolio Reset
8Aditya Birla Capital lines up Rs 4,000 crore equity raise led by Grasim and IFC
8BASF sharpens portfolio with CoreShift, silicates sale and circular materials push
ESG Recognition
8Mitsui Chemicals keeps Dow Jones Asia Pacific ESG index slot for eighth year
8Zeon wins top CDP supplier engagement rating for first time

Earnings Turnaround
8Shree Pushkar posts 21% revenue growth and 20% PAT rise as chemicals volume surges 28% in FY26
8Deepak Nitrite's Q4 EBITDA jumps 74% quarter-on-quarter as phenolics pricing and domestic demand revive
8Neptune Petrochemicals grows FY26 net profit 21% to Rs 3,034 lakh on higher bitumen revenues
8Petronas Chemicals swings to RM 401 million profit in Q1 but warns West Asia conflict reshapes outlook
Green Ammonia & Clean Fuels
8JGC and KBR commission Japan's first green ammonia plant producing 4 tonnes a day for power plants
8Andhra Pradesh clears Yamna's $1 billion first phase of a 1 MTPA green ammonia project near Krishnapatnam
Petrochemical Shockwaves
8Wanhua extends Yantai No. 2 cracker shutdown to 20 days as ethylene tightness ripples across Asia
8Iran war drives industrial ethylene supply crisis forcing fruit ripeners to rethink sourcing strategies
8Iran war drives naphtha back above $900 as 870 million barrels of cumulative supply loss mounts
8Iran war drives China to record one million tonnes of US ethane imports in a single month
8IEA sounds alarm as global oil inventories shed 246 million barrels in two months of war
Materials Innovation
8Lindex and BASF close the polyamide loop in lingerie with first loopamid styles planned for early 2027
8PPG's Selemix 7-140 brings C5M-rated high-gloss protection to agriculture and construction machinery
8Hubergroup's new resin cuts misting and widens the water window across its commercial offset ink range
8QuberTech raises £3.4 million to grow high-yield dandelions as a local alternative to tropical rubber trees
8Leipzig University engineers PHL7 enzyme variants that break down PET in tap water at industrial scale
Carbon & Circular Tech
8RAPCO2, Aerleum and OCOchem share Best CO2 Utilisation 2026 award for DAC, e-methanol and formate tech
Policy, Trade & Industrial Strategy
8Odisha clears Rs 854 crore grid upgrade to power its PCPIR petrochemical industrial corridor
8ASSOCHAM conclave: India's specialty chemicals sector targets $1 trillion output by 2040 needing massive capacity
8EU antidumping duties hit 219% on some Chinese chemicals as European producers go on the offensive
Safety & Environmental Alarms
8Methanol-fuelled midnight blaze guts first floor of Medchal's Org Chem factory near Hyderabad
8UK study finds fipronil and imidacloprid from pet flea treatments devastating rivers parks and bird populations

8EPL’s Q4 transcript shows continued focus on Beauty & Cosmetics-led growth.
8The company discussed FY26 results after reporting strong margin delivery in recent quarters.

8ICRA reaffirmed Asian Solvochem’s BB+ Stable and A4+ ratings.
8The rating note says Crescent Group’s leverage and debt coverage remain weak.

8Cosmo First says its Specialty Chemicals subsidiary delivered more than 25% EBITDA in Q4 FY26.
8The business is built on coating chemicals, masterbatches and adhesives.

8Garware says order flows from salmon aquaculture and the US market fully normalised in Q4.
8But Middle East conflict affected consignments and pushed up goods in transit.

8Grasim’s Phase-I 55 KTPA Lyocell expansion at Harihar has received environmental clearance.
8Detailed engineering is nearly complete and civil construction has started.

8Grasim’s Q4 chemicals revenue rose 7% to Rs 2,458 crore.
8Caustic sales volume reached a highest-ever 321 KT, but ECU declined 8% year-on-year.

8Shaily’s ShailyPen Neo platform is part of a generic Semaglutide injection launched in Canada.
8The product has Health Canada approval, India approval and USFDA tentative approval.

8IOL has completed Phase-I Triacetin capacity of 6,000 MTPA at its Barnala plant.
8It has also raised Pantoprazole capacity from 240 MTPA to 276 MTPA.

8Balaji Amines has started commercial production of Dimethyl Ether at Unit-IV in Solapur.
8The DME plant has 1,00,000 TPA capacity and is described as an alternative to LPG.

8Gravita India has increased lead recycling capacity at its Phagi, Jaipur unit by 40,500 MTPA.
8The unit’s total lead recycling capacity now stands at 75,819 MTPA.