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Company research memos

55 hand-built midcap memos. Filter by verdict, industry, or company. Short news desk notes live under News.

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SUMICHEM · Agrochemicals

Sumitomo Chemical India: SCC specialty mix at a full agchem multiple

FY26 OPM held near 21% but five-year sales CAGR is ~4%; at ₹418 base FY27E offers ~11% upside, not yet a Buy.

24 min · Yesterday