Pending — not yet graded
“Despite recent headwinds from the West Asia conflict impacting raw material and export routes, Sudip Bandyopadhyay is bullish on the speciality chemicals and agrochemicals sector for the long term. He believes the structural "China plus one" supply chain realignment remains intact, positioning the sector to outperform once geopolitical noise fades, with UPL and Aarti Industries offering accumulation opportunities.”
Sudip Bandyopadhyay’s track record: 8 graded calls · 95% CI 14–69%
Larsen & ToubroBullishCalled 18 Mar 2026
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