Motilal Oswal turns bullish on 13 chemical stocks
In short
Motilal Oswal has given new calls on 13 chemical stocks ahead of Q2FY27 results. It likes SRF, Atul, Vinati and Galaxy, but recommends selling Deepak Nitrite and Fine Organic.
The report says crude was near $116 and raw material costs were rising. That could squeeze margins, but the exact stock targets and timing are not stated.
What the reporting says
Motilal Oswal issued stock calls on 13 chemical names ahead of Q2FY27 results, recommending Buy on SRF, Atul, Vinati and Galaxy, and Sell on Deepak Nitrite and Fine Organic. The syndication summary says crude was near $116 and raw material costs were rising sharply, putting margins under pressure. The report does not say when the calls were issued or give target prices.
Why it matters
Motilal Oswal’s notes on 13 chemical stocks come as the sector faces higher raw material costs, with crude near $116 in the publisher summary. The broker is positive on SRF, Atul, Vinati and Galaxy, but negative on Deepak Nitrite and Fine Organic. The immediate market takeaway is mixed sector positioning ahead of Q2FY27 results, while the exact rationale and valuation details are not stated.