Home/Dependencies/Specialty Chemicals & Performance Materials

Specialty Chemicals & Performance Materials

India is a net exporter of bulk agrochemicals and dyes, but remains import-dependent on photoresists, electronic-grade acids, battery electrolytes, high-purity solvents and several catalysts. The China+1 thesis has accelerated specialty capacity additions in Gujarat and Andhra Pradesh.

63.14Dependency index
$4.5 bnStrategic imports
1Critical products
▲ 1.112-month trend
Critical products

Where the dependency sits

ProductCMDISourceImportVerdict
Electronic-Grade Hydrofluoric Acid70.5Japan$0.20 bnPosition-early
Specialty Pharma Intermediates (Chiral)67.5China$0.45 bnBuild-now
MDI & TDI (Polyurethane Feedstocks)67China$0.45 bnBuild-now
Agrochemical Intermediates (Tech Grade)67China$0.50 bnBuild-now
Battery Binders (PVDF)65.87Japan$0.11 bnBuild-now
Polyurethane Prepolymers65.82Germany$0.21 bnBuild-now
Electronic-Grade Sulphuric Acid65.5Japan$0.15 bnBuild-now
Photoimageable Dielectrics64.35Japan$0.07 bnBuild-now
Acrylic Monomers (Specialty)63.92Germany$0.22 bnBuild-now
Adhesion Promoters (Silane)63.84USA$0.16 bnBuild-now
Polyurethane Prepolymers62.96Germany$0.16 bnBuild-now
Epoxy Resins (Electronic Grade)62.44Germany$0.21 bnBuild-now
High-Purity Isopropyl Alcohol (Semiconductor Grade)60.75USA$0.10 bnBuild-now
Polymer Additives (Stabilisers, Plasticisers)60.5Germany$0.35 bnBuild-now
Surfactants (Industrial)59.84Germany$0.18 bnPosition-early
Flame Retardants (HFFR)58.51Israel$0.15 bnPosition-early
TiO2 Rutile Pigments (High-Grade)58.25Germany$0.40 bnBuild-now
UV Stabilisers (HALS)58.13Germany$0.06 bnPosition-early
Industrial Catalysts (Refinery)56.95USA$0.33 bnPosition-early
Opportunity radar

Localisation opportunities

60Watch
Agrochemical Intermediates (Tech Grade)
₹2,500 cr · gov support Medium

Key Indian manufacturers

Divi's LaboratoriesNavin Fluorine InternationalGujarat Narmada Valley Fertilisers & ChemicalsGalata ChemicalsKilburn ChemicalsPI IndustriesVinmar International (India)ArchimicaGujarat Alkalies & Chemicals (GACL)BASF IndiaTravancore Titanium ProductsBharat RasayanUPL LtdTata ChemicalsDeepak Fertilisers & Petrochemicals

Confidence: Reasoned estimate. Part of Techadyant Labs' Critical Manufacturing Dependencies (Edition I).