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A Financial Express scan names Anupam Rasayan, Tatva Chintan, Clean Science, Navin Fluorine, and SRF as the best-placed beneficiaries of global buyers diversifying beyond China. The edge: export-heavy, niche chemistries, long contracts, and process R&D—but most trade at rich EV/EBITDA premiums, so execution needs to stay flawless. Company snapshots include order-book strength (Anupam), battery-electrolyte momentum (Tatva), HALS-led mix (Clean Science), fluoro-specialty/CDMO visibility (Navin), and SRF’s fluoropolymer scale-up—alongside a caution that valuations already bake in optimism.
