Chemicals, Feedstocks & Product Chains – 6 Aug 2026

Capacity Bets Face the Utilisation Test

DCM Shriram downstream plants reach 70–85% utilisation as new chloride units approach commercial commissioning

Balkrishna Industries lifts carbon-black capacity to 360,000 tpa as captive demand must justify fixed costs

Navin Fluorine targets Q3FY27 start for 15,000 tpa HFC project while utilisation remains unproven

Apcotex commits Rs 220 crore to NBR and latex capacity despite global glove overhang

Bodal Saykha benzene chain begins contributing as basic-chemical growth sharply outruns chlor-alkali

Navin Fluorine CDMO revenue rises 82% as Rs 200 crore expansion awaits campaign conversion

Inputs, Energy and Policy Pressure

Brahmaputra Cracker’s exhausted Rs 4,600 crore feedstock envelope leaves Rs 582 crore unreleased

Vishnu Chemicals plans roughly 20 MW solar addition as energy-intensive plants await measurable cost savings

Apcotex diversifies feedstock and fuel routes, but MENA logistics still reduce export volume

New-Material Ambitions Await Qualification

Navin Fluorine liquid-cooling and DRDO materials programmes face separate customer qualification gates

BASF low-carbon engineering plastics make mass-balance evidence and procurement premiums the qualification test