Lotte’s 1 million-tonne Indonesia cracker adds Asian supply pressure while India import route… – International Developments With India Relevance, 6 Aug 2026

Global Expansion and Consolidation

Lotte’s 1 million-tonne Indonesia cracker adds Asian supply pressure while India import route remains the test

AkzoNobel-Axalta merger clears shareholder vote while India impact depends on overlap and remedies

Inventory-Led Profit Surges Face Reversal Risk

Sanyo raises profit guidance 30% as import disruption and raw-material lag create temporary upside

KH Neochem profit beats forecast 53% as pre-inflation inventory creates a temporary margin window

Mitsui Chemicals profit nearly doubles on inventory revaluation while disruption weakens operating quality

KH Neochem basic-chemical profit rises 3.7 times as customers reprice supply security

Specialty Products Await Customer Approval

KH Neochem high-purity solvents grow with advanced semiconductors as qualification defines the moat

Sun Chemical launches chrome-free mica-TiO2 pigment as coating approvals become the commercial test

Growth Visibility Meets the Cash-Conversion Test

ICL sales rise 17% as bromine pricing lifts earnings while debt and security charges qualify results

Time Technoplast carries Rs 810 crore packaging, CNG and pipe orders as conversion becomes the test