
Momentum Ideas🚀 - Equity and F&O🚀 https://x.com/Siddharthd19
June 9, 2025 at 04:12 AM
🇮🇳 India Imposes Anti-Dumping Duty on Insoluble Sulphur & Vitamin-A Imports
Sentiment: 🟢 Positive
📌 Likely Beneficiaries:
🔹 Specialty Chemicals:
Vinati Organics, Navin Fluorine, Clean Science, Fine Organic, PI Industries
→ Shielded from low-cost insoluble sulphur imports
🔹 Pharma & Nutraceuticals:
Piramal Pharma, Mankind Pharma, Rallis India
→ Benefit from duties on Vitamin-A palmitate
🔹 Tyre Sector:
Tyre & additive makers gain as dumping curb protects margins
📈 Overall Impact:
Supports domestic chemical & pharma players with better pricing power and market share boost.