ICICI Securities lists 'Buy' rating for EPL and 'Hold' for SRF ahead of specialty chemicals Q1 results.
Specialty Chemicals' Ebitda is expected to grow 9.8% YoY or dip 5.8% QoQ, with companies like SRF, Navin Fluorine, Gujarat Fluorochemicals, and Archean likely outperforming.
ICICI Securities projects a 10% YoY revenue growth for the specialty chemicals coverage universe in Q1 FY26E on a low base due to gradual demand recovery.