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00:00 Intro: All about Chemicals
02:42 Indian Chemical Industry trends
05:55 Bulk vs Speciality Chemical
11:29 CDMO Landscape
14:25 How to analyse a Chemical Business?
18:25 Margins of Healthy Business
23:11 Competition in Amines
25:14 Aroma Chemicals Overview
27:37 Agrochem CDMO & Bulk
31:22 Pockets that seem interesting
33:40 Risk Factors
36:43 Learnings summarized

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