Ever wondered what powers everything from your clothes to your cleaning products, oil refineries, and even space suits? The answer: Specialty Chemicals!
In this episode, we sit down with Sanjay Tibrewala, the second-generation promoter of Fineotex Chemicals to uncover the secrets of the trillion-dollar chemical industry that silently shapes global economies, billion-dollar companies, and everyday life.
🔥 What You’ll Learn in This Podcast:
✅ The Role of Chemicals in Textiles, Oil & Gas, FMCG, and Water Treatment 🏭
✅ How Chemicals Decide Which Countries Get Rich or Stay Poor 🌍
✅ Why the US Is Moving Chemical Procurement from China to India ($500M Opportunity!) 💰
✅ The Power Struggle Between India, China, and Bangladesh in Global Manufacturing 🇮🇳 🇨🇳 🇧🇩
✅ How Specialty Chemicals Drive Billion-Dollar Business Empires 💼
✅ The Next Big Chemical Industry Boom & What It Means for Investors 📈
If you’re an investor, entrepreneur, or just curious about how India’s biggest companies work, this season is a MUST-WATCH!
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#ChemicalIndustry #IndiaChinaTrade #BusinessPodcast #fineotexchemicals #GlobalEconomy #Investing #Manufacturing #FMCG #OilAndGas #SpecialtyChemicals
00:00 – Intro & India vs Bangladesh textile demand
00:55 – Challenges in Indian chemical manufacturing
01:58 – Fineotex overview: ₹3500 Cr company with high margins
03:13 – Business breakdown: Textile, FMCG, Oil & Gas, Water Treatment
05:17 – Commodity vs Specialty Chemicals explained
06:21 – How Fineotex’s 25 chemicals power textile processes
08:06 – Why customers never switch: Risk-reward in textile chemicals
10:12 – Entry into FMCG & cleaning – 40–50% of revenue now
11:47 – Fungible capacity: Switching between verticals
13:56 – Performance over Price: Why they’re not a China+1 story
14:27 – Never losing a customer: How the moat is built
15:40 – Customized chemistry per client, per machine
16:38 – 13-year CAGR of 28–30%, even through COVID
17:10 – 2011 Biotex Malaysia acquisition for R&D edge
19:32 – Capacity ramp-up from 42,000 → 104,000 tons
20:46 – New mega-plant coming in 2025
21:48 – How margins are created via value-added chemistry
22:28 – India vs China + Bangladesh – Demand shift insights
25:00 – US oil & gas companies shifting sourcing from China to India
27:05 – Capacity utilization strategy (targeting 75%)
28:07 – Technical textiles: Space suits, defence gear, future of fabric
30:13 – Chemical value in technical textiles: 10x compared to regular clothing
31:49 – 4-year growth drivers: R&D, certifications, global tie-ups
33:25 – Growth strategy: Capex, new verticals, inorganic acquisitions
34:29 – ₹342 Cr raised: No debt, focused on strategic expansion
36:16 – Targeting R&D-driven acquisition only
37:51 – Summary of Fineotex’s 3 growth levers
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Disclaimer: The data contained in the video is for educational purposes. We are neither responsible for any transactions nor investments conducted privately by the recipient, based on the above data. All investment decisions must be conducted with due diligence and after seeking advice.
Additional Disclosure-
1.We are Green Portfolio, SEBI Registered Research Analyst vide Registration No.: INH100008513 & SEBI Registered Portfolio Managers vide Registration No.: INP000006022.
2. We have the following financial interest in the company when taking this interview: The company might be a part of our funds via our associate companies.
3. Neither the directors nor the interviewer holds any shares of the company.
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