8FY26 net profit rose to Rs 5,431 million on revenue of Rs 31,858 million, with a sharp Q4 jump — though glyphosate's regulatory limbo and a Labour Codes one-off lurk in the fine print.

8A plant-visit note projects LoI-linked revenue climbing from ~Rs 4 billion in FY26 to Rs 10 billion by FY28, with the pipeline tilting to polymers, pharma and EV/semiconductor chemicals. Jayhawk and Tanfac deals add specialty reach and fluorination depth.

8NCLT Ahmedabad has disposed of the Section 9 insolvency application against the agrochemical maker after an out-of-court settlement. The March overhang on the stock is now formally cleared.

8A late-night blaze at Unit-9B on June 9 caused no injuries and spared other plants, but operations stay suspended pending inspection and a root-cause probe. Watch for supply ripples in the pharma-intermediates chain.

8The SPA signed June 10 gives TTL a Maharashtra manufacturing base and deepens its HDPE pipe portfolio, with the outlay covering plant upgrades and capacity expansion. A clean inorganic move in a hot polymer-pipes market.

8Apollo, CEAT, JK Tyre and BKT are pressing massive expansions with plants at 85-90% utilisation — JK Tyre's Rs 6,110 crore plan is among its largest ever. The wager: demand stays buoyant even as crude-linked raw materials spike in the high teens.

8Domestic MMA jumped Rs 30/kg in a week to its yearly peak just as buyers, facing short inventory, chase Chinese imports near $1,690/mt CFR WCI against producer offers of $1,750-1,800. The standoff over July shipments will decide whether Rs 300 holds.

8Tehran has closed Hormuz to all vessels after US strikes, days after bombing turned South Pars — source of 85% of Iran's petrochemical exports — into a war target, sending energy benchmarks up 40-50%. For India, the question is no longer price: it's whether naphtha, LPG, methanol and Gulf polymer cargoes can arrive at all.

Solvents and aromatics
8Acetone prices in China fall today, extending a steep monthly decline
8Chloroform prices in China hold flat as the market stays steady
8Phenol prices in China climb today, rising above last month's level
8Toluene prices in China hold flat, staying firmer than last month
8Benzene prices in China edge up today but trail last month
Petrochemical intermediates
8Maleic anhydride prices in China hold steady, firmer than last month
8Acetic acid prices in China edge up today after monthly decline
8Adipic acid prices in China slip again on sustained monthly weakness
8Aniline prices in China hold steady, still below last month's level
Glycols and oxides
8Ethylene glycol DEG prices in China hold steady after recent monthly recovery
8Ethylene oxide prices in China hold near lows on monthly losses
Plasticizers and oxo-alcohols
82-EHprices in China rise today despite softer monthly price levels
8DOP prices in China dip today, staying below last month's level
Inorganics and industrial chemicals
8Phosphorus yellow prices in China rise again on strong monthly gains
8Soda ash light prices in China hold flat, easing from last month
8Sulphuric acid prices in China jump again, climbing well above last month
8Titanium dioxide prices in China hold flat but trail last month

New Demand Frontiers
8India's data center boom is quietly building a new specialty chemicals market - and ELANTAS is moving first
8Hindustan Zinc's industrial park model turns raw-material proximity into a chemicals business
The Hormuz Premium
8The xylene complex quietly reprices: Hazira and Kandla are both pressing one-year highs
8MEG's one-rupee dip hides the real risk: India's polyester feedstock rides on Gulf shipping lanes
8Flat weeks, fat year: HDPE up Rs 66 and LDPE up Rs 47 on-year tell the real polymer story
When Policy Moves Markets
8US trade probes put India's fibre chain on notice - and Delhi's rebuttal is itself revealing
8R22 at Rs 950: phase-out economics, not just summer, are doing the lifting
8Paraquat marches Rs 129in six months while glyphosate sits in legal limbo
Grinding Back Up
8Epichlorohydrin's grind back from Rs 187 says the epoxy chain is alive - and investors have noticed
Handing Back Gains
8The plasticizer complex exhales: DOA and TOTM hand back part of a torrid quarter

Promoters Put In Cash
8Sudarshan Chemical promoter pumps in ~Rs 75 crore as warrants convert into 9.8 lakh shares
8Promoter group quietly adds 2 lakh Premier Polyfilm shares from the open market
8Daikaffil promoter entity tops up with 8,382 shares
Pledge Movement Logged
8Responsive Industries discloses promoter pledge movement at Fairpoint Tradecom
Changing Of The Guard
8M.M. Rubber swaps CFOs in a single board sitting
Rating On The Move
8India Ratings upgrades Uttam Sugar's bank facilities
Wooing The Investors
8Srigee DLM posts its first full-year investor deck since listing
8Epigral lines up a one-on-one with Bellwether Capital
Out To Tender
8BCPL goes to market for 16,000 kg of zinc stearate for its polymer trains

Squeezed Margins, Stressed Balance Sheets
8Kemira becomes the war's first formal earnings casualty - a template for the warnings to come
8Hanwha's forced haircut: Korean regulators just rewrote the rules for petrochemical fundraising
Europe's Cracker Retreat
8LyondellBasell's Brindisi exit is Europe's cracker domino in motion - and an opening for Asian PP
The Energy-Transition Engine Room
8The week green hydrogen grew up: a membrane plant, a subsidy-free sale, and a grid rulebook
8Worley's Teesside SAF milestone has an Indian engine room - and a template India will need
The Recycling Reckoning
8PureCycle and Innovia just solved a problem Indian flexible-packaging exporters are about to meet
8A Lexus interior just rewrote the spec sheet - PCR engineering plastics go premium
Rules of the Game
8The plastics treaty is coming for the demand curve - India's polymer growth math included
8Kumho's upgrade is the footnote - MSCI's Model 5.0 is the story Indian chemical CFOs should read
Tyre Wars Heat Up
8Giti's sprint into the global top 10 is a shot across the bow of India's tyre capex wave

We have found requirements for 23 chemical products in bulk which you can sell:
Inorganic Chemicals
8Sulphuric Acid
8Ethyl Benzene
8Corrosion Inhibitor
8Calcium Chloride
8Sulphur Dioxide
8Silica Gel
8Silica Gel Breather
8Phosphoric Acid
8Alumina Ferric
8Cation Exchange Resin
8Anion Exchange Resin
8Caustic Soda
8Poly Aluminium Chloride
8Tri Sodium Phosphate
8Sodium Hypochlorite
8Liquid Nitrogen
8Mono-Sodium Phosphate
8Di-Sodium Phosphate
Industrial & Specialty Gases
8SF6 Gas
8Argon Gas
8xygen Gas
8Acetylene Gas
Petrochemicals, Catalysts
8RFCC Catalyst (Fresh)
Click on Details for all 23 chemical requirements, along with who wants to buy them

Solvents and aromatics
8Acetone prices in China hold near lows after steep monthly decline
8Chloroform prices in China tick up slightly as market stays steady
8Phenol prices in China fall today, slipping below last month's level
8Toluene prices in China hold flat with barely any daily change
8Benzene prices in China slip further today on weak monthly trend
Petrochemical intermediates
8Maleic anhydride prices in China rise today, extending gains over last month
8Acetic acid prices in China climb today after a monthly decline
8Adipic acid prices in China drop again on sustained monthly weakness
8Aniline prices in China steady today after a steep monthly decline
Glycols and oxides
8Ethylene glycol DEG prices in China rise today on firmer demand
8Ethylene oxide prices in China stay near lows on monthly losses
Plasticizers and oxo-alcohols
82-EH prices in China rise today despite softer monthly price levels
8DOP prices in China rise today despite softer levels last month
Inorganics and industrial chemicals
8Phosphorus yellow prices in China surge again on strong monthly gains
8Soda ash light prices in China hold steady, easing from last month
8Sulphuric acid prices in China jump sharply, climbing above last month
8Titanium dioxide prices in China edge up but trail last month

Two days ago a sub-floor L1 threatened a near-empty book.
8But a lot of quick footwork had to be done to save the deal
8The trap was real
8But someone defused it.

The Recycling Push
8Covestro: 35% recycled Bayblend cracks the premium car interior with Lexus ES adoption
8PureCycle and Innovia: White cavitated BOPP film produced with over 40% recycled polypropylene
8Evonik: Purocel adsorbents take aim at pyrolysis oil's impurity problem
8Amcor: RecyClass PCR certification secured ahead of UK Plastic Packaging Tax change
8Belgium: Domestic plastic recycling surges sixfold in four years, bucking Europe's crisis
8Returpack: Europe's first deposit return system to win RecyClass PET sorting certification
Going Greener
8Henkel India: Kurkumbh adhesives plant goes carbon-neutral, Turkish site follows
8Thyssenkrupp Uhde: Pre-FEED wins for two 400 KTA green ammonia projects in Brazil
Fresh off the Line
8SABIC: Full EV battery material ecosystem on show at Battery Show Europe
Plants & Capacity
8Sika: New Belgium concrete-admixtures plant and innovation hub strengthens European network
Deals & Consolidation
8Barentz: ANZ integration complete as Additive Solutions rebrands
Money Matters
8INEOS: ~€840 million in fresh term loans to clear the 2028 maturity wall
Field & Crop
8Tripura rubber growers: Drone spraying pushed as answer to fungal leaf-fall outbreak
Policy & Regulation
8Paraquat debate: Why India still permits a herbicide banned in 74 countries

Alcohols and solvents
8Mono Chloro Benzene: Sheds Rs 2.75 on the week but holds the monthly gain
Intermediates and specialty chemicals
8BDO: Ahmedabad eases Rs 2 but the six-month climb of Rs 73 stays intact
8DINP: Ahmedabad steadies at Rs 170 after a Rs 20 monthly slide
8PAM: Adds Rs 10 in Ahmedabad as the six-month advance stretches to Rs 76
Agrochemicals and crop inputs
8Spirodiclofen: Slips Rs 20 as the retreat from the year's peak extends

Stakes & Restructuring
8Daikaffil Chemicals: Promoter group creeps to 48.90% with open-market purchase
8Triveni Engineering: 14.65 lakh shares allotted to Sir Shadi Lal shareholders as merger scheme takes effect
The Watchdog Comes Knocking
8Coromandel International: Samunnati MoU is routine business and below materiality, company tells BSE
8Bhageria Industries: Volume surge is purely market-driven, no undisclosed events, says company
Rating Moves
8Ecoplast: CRISIL upgrades ratings to BBB/Stable, lifts rating watch
Boardroom Churn
8Alkali Metals: Independent director Murali Krishna Chevuturi resigns citing health reasons
Under the Hammer
8RINL Visakhapatnam Steel Plant: Benzol and coal chemical products go under the hammer in forward e-auction

8BPA adds Rs 5 to Rs 165/kg in Mumbai, extending its fortnightly recovery, while acetone steadies at Rs 133/kg and acetic acid recovers Rs 1.25 in Hazira. After a month of declines, the solvents-and-intermediates basket is showing its first signs of a base.

8The Rs 18-to-Rs 30/kg rebound is the sharpest single move in the bulletin, though prices remain below the one-year high of Rs 38. (Editor's note: the write-up's fortnightly and monthly comparisons contradict the weekly surge and need fixing before publication.)

8POM sits at its high of Rs 242/kg after a Rs 82 six-month climb, PU is steady at Rs 258/kg, and PA6 holds Rs 85 above year-ago levels. Quiet, low-volatility strength while commodity chemicals correct around them.

8The accelerator extends its streak to Rs 430/kg, closing in on the Rs 452 high, while PBR gives back Rs 37 on the month to Rs 278/kg. The rubber chemicals complex is splitting into clear winners and faders.

8LAB is down Rs 28 on the month to Rs 300/kg, acrylonitrile has shed Rs 64 to Rs 218/kg and 2-Ethylhexanol Rs 39 to Rs 195/kg, with plasticizers DIBP and DOTP sliding in tandem. The three-month gains remain huge — this is a correction, not a collapse.

8The 680 KTA LHC3 unit returns after a year-long economic idling, just as spot ethylene slides €72.50 to €974.50/mt on weak derivative demand. The restart tests whether Europe's recovering supply has any demand to meet.

8A storage-tank temperature spike triggered the Tuesday-night blast in Unit 9, heard in nearby villages, with fire systems containing the damage. The repeat incident puts the API maker's process safety squarely under the scanner.