Synopsis:
Indian chemical shares fell after Trump proposed doubling tariffs on India. The US accounts for 13.2 % of India’s natural chemical exports, price 2.7 billion {dollars}. Export-focused firms like Vinati Organics, Navin Fluorine, and SRF noticed intraday declines as much as 3.13 %.
The Indian specialty chemical sector got here below vital strain following the announcement of tariff hikes by US President Donald Trump. These proposed tariff will increase have led to heightened issues for export-heavy Indian chemical companies, notably these with a large income share from the USA of America.
India’s natural chemical exports to the USA stands at 2.7 billion {dollars}, accounting for 13.2 % of the sector’s whole outbound shipments. Nonetheless, with tariff hikes by US President Donald Trump, exporters now face a steep mixed obligation of 54 %, posing a big problem for certainly one of India’s key chemical export segments.
Listed here are the chemical shares that felt the strain in right now’s session because of the tariff improve:
Vinati Organics is a number one producer of specialty chemical compounds and natural intermediaries, with a world footprint spanning over 35 nations. Since its inception in 1989, the corporate has remodeled from a single-product enterprise right into a diversified entity catering to main industrial and chemical giants throughout the US, Europe, and Asia.
The corporate derives almost 54 % of its income from exports, serving over 40 nations, with the vast majority of exports directed in the direction of the US, Europe, Japan, and China. This sturdy dependence on worldwide markets, particularly the US, makes it susceptible to altering commerce dynamics.
With a market capitalization of Rs. 17,778 Crores, the shares of Vianti Organics Ltd closed at Rs. 1,715 per fairness share, down 0.89 % from its earlier day’s shut value of Rs. 1,730.35.
Navin Fluorine Worldwide is primarily engaged within the manufacturing of refrigeration gases, inorganic fluorides, and specialty organofluorines. The corporate additionally gives contract analysis and manufacturing providers and has developed greater than 50 fluorinated compounds over time.
Exports account for 56 % of the corporate’s income for FY 2024-25, with key areas together with North America, Europe, the Center East, and Asia Pacific. This excessive publicity to world markets locations the corporate on the direct path of potential headwinds from US coverage modifications.
With a market capitalization of Rs. 25,375 Crores, the shares of Navin Fluorine Worldwide Ltd closed at Rs. 4,657 per fairness share, down 2 % from its earlier day’s shut value of Rs. 5,251.35.
Gujarat Fluorochemicals, previously often known as Inox Fluorochemicals Restricted, is a member of the INOX Group. It was demerged from GFL Ltd in 2018 and is certainly one of India’s main producers of fluoro-polymers, fluoro-specialties, chemical compounds, and refrigerants. Globally, it’s among the many prime 5 producers of fluoropolymers.
In FY 2025, the corporate generated 60 % of its whole income from exports. Its key worldwide markets embrace Europe, the Americas, Japan, and different components of Asia. In FY 2024, it generated 19 % of its income from the U.S.
With a market capitalization of Rs. 17,778 Crores, the shares of Gujarat Fluorochemicals Ltd closed at Rs. 3,591.05 per fairness share, down 1.29 % from its earlier day’s shut value of Rs. 3,637.90.
Established in 1989, Laxmi Natural Industries is concerned in manufacturing specialty chemical compounds reminiscent of Ethyl Acetate, Acetic Acid, and Diketene By-product Merchandise (DDP). The corporate operates throughout greater than 30 nations and maintains 11 places of work in India.
Exports contribute to 36 % of the corporate’s whole income, with the US accounting for 31 % of its export income in FY25. This positions the corporate inside the phase which will face demand-side strain from the newly proposed tariff regime.
With a market capitalization of Rs. 5,122 Crores, the shares of Laxmi Natural Industries Ltd closed at Rs. 184.90 per fairness share, up 0.11 % from its earlier day’s shut value of Rs. 184.70.
Aarti Industries, the flagship firm of the Aarti Group, manufactures natural and inorganic chemical compounds throughout its main services situated in Gujarat and Maharashtra. It’s notably sturdy within the NCB-based specialty chemical compounds phase.
The corporate derives 54 % of its income from exports in FY 25, with 18 % particularly contributed by the North American market. This positions it among the many extra uncovered chemical gamers in India, particularly below altering commerce phrases.
With a market capitalization of Rs. 13,715 Crores, the shares of Aarti Industries Ltd closed at Rs. 378.30 per fairness share, down 2 % from its earlier day’s shut value of Rs. 386.05.
SRF Restricted is a diversified Indian chemical compounds conglomerate with a powerful presence in industrial and specialty intermediates. Its portfolio spans fluorochemicals, specialty chemical compounds, technical textiles, packaging movies, and coated materials.
In FY24, exports made up 55 % of SRF’s income, down from 60 % in FY23. Round 11 % of the income got here from the US, in comparison with 15 % within the earlier yr.
With a market capitalization of Rs. 86,065 Crores, the shares of SRF Ltd closed at Rs. 2,903.45 per fairness share, down 2.2 % from its earlier day’s shut value of Rs. 2,968.80.
Jubilant Ingrevia is a world, built-in supplier of life science merchandise and revolutionary chemical options. The corporate serves pharmaceutical, agrochemical, diet, and shopper markets, and likewise gives customized analysis and manufacturing providers for prescription drugs and agrochemicals.
In FY25, exports contributed 46 % to Jubilant Ingrevia’s income, with 20 % of whole exports coming from the Americas. Given this export dependency, the corporate’s outlook could also be impacted by future US tariff insurance policies.
With a market capitalization of Rs. 86,065 Crores, the shares of Jubilant Ingrevia Ltd closed at Rs. 2,903.45 per fairness share, down 2.2 % from its earlier day’s shut value of Rs. 2,968.80.
Written by -Manan Gangwar
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